EventPro User Manual

EPWeb Search Page

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EPWeb Search Page

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EPWeb Search Page

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In the Search page, you can search for specific event bookings or bookings of a specific type.

Remember that the settings for this page, including the visibility of the Search button, the results per page and the visibility of the Quick View buttons (Yesterday, Today, etc.) are set up in EPWeb Configuration under General Settings: Search.

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1.To search for bookings, enter your search information in whichever of the fields are applicable to your search: Date From, Date To, Category, etc.
2.Click Find Bookings.  If any bookings match your search criteria, the results will appear below.
3.Click the Reset button to clear your search criteria and results, and to start over.
4.Use the Quick View buttons, such as Last Week and This Week (if they are visible), to quickly set the Date From and Date To. You can enter other information or select from the fields above to further filter the results by Category, Status, etc.
5.If you want to erase any selection from the Category, Status, Location Group or Location drop-downs, click the Clear button to the right of the applicable field.
6.In the Search Results, there are two buttons to the right of each booking: View and Edit. (Remember that your ability to view and edit events will depend on your Online Rights; review Chapter 1: Setting Up EventPro, Step 6: Company/Contact, Entering a New Company: Online Rights. and Entering a New Contact: Online Rights.)
Click to expand/collapse textView

Click the View button to see an Event Summary.  Scroll down to see all of the information.  You will not be able to change any of the information when only viewing the event.

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If there is a Payment System set up, you will see the Pay Now button at the bottom.  Click the Pay Now button if you wish to make a payment for the event.  To review how you set up the online payment gateway, see Configuring EPWeb Version 4: Payment Settings.

When you are done viewing the event information, click Close.

Click to expand/collapse textEdit

Click the Edit button to open the Booking Wizard for the event.  The event's information will be filled in the fields, but you will be able to make changes.

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Use the Next button to move through the pages of the wizard.  This is the same wizard you use when creating a New Booking.  For more information about entering event information in this wizard, see Create a New Booking in EPWeb.

When you are done making changes, click Finish at any point in the wizard.