Event Configuration
Learn how to set up categories, locations, terms, and payment rules for your events.
Overview
The Services section includes four configuration pages for managing reusable settings that can be applied to events. These are accessed from the sidebar under Services:
- Categories — Organise events into browsable groups
- Locations — Define physical event locations
- Terms — Create additional terms and conditions
- Payment Rules — Set up automatic pricing rules
Each of these can be assigned to events in Step 6 (Additional Options) or Step 4 (Payment Rules) of the event editor.
Categories
Navigate to Services > Categories.
Categories help customers find events by grouping them into types — for example, “Yoga”, “Meditation”, or “Retreats”.
Category list
The categories page shows a searchable table with:
| Column | Description |
|---|---|
| ID | Unique category identifier (e.g. CAT-001) |
| Name | The category name |
| Actions | Edit or delete the category |
Creating a category
Click Create Category and enter a name for the new category. Categories can then be assigned to events in the event editor (Step 6: Additional Options).
Locations
Navigate to Services > Locations.
Locations define where physical events take place. The page has Active Locations and Archived Locations tabs.
Location list
The locations table shows:
| Column | Description |
|---|---|
| ID | Unique location identifier (e.g. LOC-001) |
| Name | The location name and address |
| Town | The town or city |
| Country | The country |
| Actions | Edit or archive the location |
Creating a location
Click Create Location to add a new venue with its name, address, town, and country. Locations can then be assigned to events in the event editor.
Terms
Navigate to Services > Terms.
Terms allow you to create additional terms and conditions that are displayed to customers at checkout, alongside your standard terms.
Terms list
The terms table shows:
| Column | Description |
|---|---|
| ID | Unique term identifier |
| Name | The name of the terms document |
| Events | The number of events this term is linked to |
| Actions | Edit or delete the term |
Creating a term
Click Create Term to add a new terms and conditions document. Terms can be assigned to events in the event editor (Step 6: Additional Options) and are displayed to customers at checkout.
Payment Rules
Navigate to Services > Payment Rules.
Payment rules allow you to set up automatic pricing adjustments based on booking quantity or the number of event dates selected. Rules are applied at checkout to modify the price.
Payment rules list
The payment rules table shows:
| Column | Description |
|---|---|
| ID | Unique rule identifier (e.g. PR-114) |
| Name | The name of the rule |
| Details | A summary of the rule logic, including the rule type, condition, and discount |
| Actions | Edit or delete the rule |
Rule types
There are two types of payment rules:
| Type | Description |
|---|---|
| Date-based | Applies a discount based on the number of event dates selected (e.g. “When exactly 4 dates → £1.00 off”) |
| Place-based | Applies a discount based on the number of places booked (e.g. “When exactly 2 places → 70% off”) |
Creating a payment rule
Click Create Payment Rule to set up a new rule. Configure:
- Rule name — A descriptive name for the rule
- Rule type — Date-based or Place-based
- Condition — The quantity trigger (e.g. “exactly 2”, “more than 3”)
- Discount — The discount to apply (fixed amount or percentage)
Payment rules can be assigned to events in the event editor (Step 4: Booking & Payment Options).