How to plan events with Evesy.io?
Evesy.io makes it easy to organize events, make your work more effective, save you time and money. In this article, we’ll show you how to start to use Evesy.io in just a few simple steps.
1. System setup
After signing in to the application click the cogwheel icon in the top right corner. This opens a menu divided into four sections:
Localization settings are the most important in this section. Make sure your time zone, language, and currency are set correctly – otherwise the system may not work properly. You can also type in a promotional or informational text that will appears on your main page here. This text will be visible to every signed-in user and can be used for important information such as company rules, important contacts in the company, etc.
The event can be a corporate event with instructors, an advertising campaign with hostesses, a course with lecturers, or shift with employees. In short, anything that has a beginning, an end andrequires management can be an Evesy event. The event type setting is used primarily for categorization and greater clarity. For example, if you organize corporate events, weddings, non-profit events, you can setup these three event types here and then mark the individual events accordingly.
Evesy.io also supports simple work with stocks for a material you want to register. These can be games, decorations, sports equipment, technology, etc. You can set up one or more stocks, but you don't have to have any, it is up to you.
Users can be employees, temporary workers, courseworkers and other external staff, - basically anyone involved in your event. In the users section, you will find one of the most powerful Evesy.io tools: tags. You can imagine as user properties, which you can group into separate categories (such as skills or capabilities). You can also choose whether a group of tags can be set-up by the user himself or only by you.
Tip: Create a group of tags named skills. Insert a few tags into the new category, such as English, German or Driver license, then assign these skills to the individual users. Now you can search and sort users by these tags – in this case skills, etc.
2. Inviting users
Now that we have everything set up we can start using the system. You caneither register other users (members of your team) directly in the USERS section in the left menu, or they can register themselves through the login screen. A self-registered user must be approved by the manager to log in toEvesy.io
You can assign users the following roles:
COMMON USER - does not see sensitive company data (does not have access to clients, offers, payouts, reports, etc.)
MANAGER - sees sensitive business data but cannot set up the system, change the tariff, make payments, etc.
ADMIN / ROOT - has access to all features
3. Insert the first customer
In the left menu you will find the CUSTOMERS (clients) section. This section serves as a simple CRM for recording basic information about the customers. By linking the events with the customer, you have historical dataon what events you have realized for individual customers, which employees participated in the event, what were the personnel costs and other information. Try creating a new customer, it's easy and it only takes a minute.
Tip: Try a great feature with is tasks with reminders, such as calling in half a year and notes, such as what you agreed on during your last call
4. Let's start the event
Events are devided into four groups:
planned - the event was inserted into the system and will take place in the future
signed - an overview of where I am signed into the event as a user(instructor, lecturer, hostess)
finished - the event has already finished
closed - the finished event and locked by manager (salary, bonuses, deductions, ratings added)
Now we know the basic informations and we can create the first event in the EVENTS section. Creating an event is easy and intuitive. The "Communication solves" field is used to indicate the contact person who is responsible for questions related to this event. The "Free spaces" field indicates how many users (your instructors, hostesses, temporary workers, etc.) you need for the event. "End of registration" is the date by which users can register or sign in for the event.
5. Event detail
Once we have set up the event, we can look at the event detail page where we can add tasks, files, materials from the stocks, and most importantly – discuss and work with users.
Users can sign in to the event themselves and show interest in participating, or can be added by the manager. Once you have signed-in users you need to create a team. To do this, simply click on a colored dot next to the picture of one of your teammate users. You can confirm their attendance, mark them as alternates, mark the event manager, or remove / sign out users. Once your team is all set up, you can send confirmation to the selected users and look forward to the event.
Tip: You don’t need to remove unconfirmed users. Only confirmed ones are set as your team.
6. Finishing the event
Once the event is over,it is marked as finished and new options, rewards and rankings, appear in the detail screen. You can individually rate users who attended the event and approve their work reward. You can also add ordeduct a bonus for them. Then just lock the event and you're done.
We hope this tutorial will make the beginnings with Evesy.io and discovering it's great features much easier for you.
If you are, however, still not sure about anything, do not hesitate to contact us via social networks or email send to firstname.lastname@example.org.