Event Setup

Event Setup

• How to create an event in Symphony
• How can I change the date of my event?
• How can I copy an event in Symphony?
• How can I set up event sessions?
• How can I add and edit attendee and ticket types?

Other

• What can I see in the calendar tab?
• How can I add and edit custom fields?
• How does the Roadshow feature work?
• What access rights can I give my users?

Venues and Accommodation

Accommodation

• How can I set up accommodation?

Venues

• How can I add venues & rooms to my event?
• How can I set up Venues and Rooms?

Booking forms and websites

Adding Content to Booking Forms

• What fields can I add to my booking form?

Websites

• How to set up a website in Symphony

Booking Forms

• How can I change the URL of my booking form or website?
• How can I change the design of my booking form?
• How can I take out the intro page from my booking form?
• How can I add dietary requirements to my booking form?
• How can I publish documents to my website or booking form?
• How do I include Sessions on the Booking Form?

Troubleshooting booking forms

• Why can't I publish my booking form?
• Why are some ticket types not showing up on my booking form?
• Why is my booking form inactive?

Campaign and Trigger Emails

Trigger Emails

• Including booking information in trigger emails
• Keeping logs of emails
• Setting Up a Triggered Email
• Campaign and Trigger Email Basic Detail Set Up

Campaign Emails

• Personalised Campaign Emails
• Sending documents via email
• Sending a Test Campain Email
• Setting Up Campaign Emails
• Calculating campaign email bounces
• A/B Split Testing Campaign Emails

Reports

Client Reports

• Client Reports

Bookings and Attendees

Bookings

• Attendee and Ticket Types
• How can I manage bookings in Symphony?
• How can I mark if someone has attended my event?

Payment and discounts

Payment Gateways

• Setting up SagePay as your Payment Provider
• Payment Gateway Acess
• Worldpay Integration Step 1: Create a compliant booking form

Discounts

• How can I set up discounts and surcharges?
• Setting up Discount Codes

Payment and discounts

• How to mark a booking as paid or part paid
• What payment methods can I use in Symphony?
• How can I set up payment and invoices?
• How can I set up cancellation charges?
• What can have a cost against it in Symphony?
• Invoices - Including VAT and Company Number

About Symphony

Technical

• Enhanced Access Rights
• How is Data Protection and Access Managed?
• Which browser should I use?
• How do I find out what browser version I am working in and what type my operating system is?
• How does Symphony adhere to data protection laws?
• What services does Symphony offer?