Events can only currently be accessed via the Alpine version of sheepCRM, which can be found by going to core.sheepcrm.com and logging in with your sheepCRM user credentials.

Click on Events in the top navigation to access the new events section.

Events can be found by two different methods:

Click on the search bar in the top navigation. Start entering the name of the event you are looking for and click on the matching suggested result.

This will bring up a preview window that will show extra information about the result. Click on view event in the preview window to bring up the event box-office page.

Access events by clicking on the option in the top navigation. This will list the events that your account has access to. You can click on the event to bring up the event box-office page. The list of events can be filtered by using the search bar by the title.

Click on the + button in the top right of the navigation.

From the dropdown options click on Add event to bring up an editable window for a blank event.

The following fields are to be completed to create a new event:

Internal events are not accessible through sheepApp. This event type should be used for events that are fully managed by your staff within sheepCRM.

Ticketed events are usually public or member-only events with the expectation that tickets can be bought by members through sheepApp. This event type should be used for most events that involve ticket purchases, regardless of whether they are tied to specific teams or considered 'main' events.

Group session events are tailored to groups with the expectation that members of the related group or team are automatically invited. Events with this event type will create a 'session' for the related teams with attendance lists containing all members in those teams. This is generally used for team-hosted events that don't require tickets, such as 'meet-up' events.

Third-party events should be used when you are looking to manage orders for an event through an alternative platform but still wish to collect data in sheepCRM to reflect sales and attendance etc.

Once the fields are filled in, click on Save to create the event.

Go to settings.sheepcrm.com and log in to your CRM User account, if not already.

Select the Finance tab from the secondary, white navigation bar.

Select Invoices from the list of options on the right-hand side.

Toggle Self-Service Invoices to Yes.

In settings please ensure:

Event is activated.

Internal Event is set to NO.

In the box-office view for the selected event, click on view event to view the event as a customer would in sheepApp.

If configuring an event, click on the Details tab and click on the Actions button. Select View event in sheepApp.

From the box-office view for the selected event, click on Configure Event

This brings up the side panel displaying event Details and Settings based on the Event Type that has been set on creation.

Click Actions for further options including:

Whilst on the Event>select Configure Event to bring up the side panel.

Hover over an existing image and click on the X icon to remove the image. Primary Image allows for 1 image and is used as the main image for the event. Secondary images allows for up to 4 additional images, forming a smaller gallery next to the primary image.

Whilst on the Event>select Configure Event to bring up the side panel update dates and times as required.

Any tickets that have been sold to this event will stay attached to the event, however the event date on the tickets does not automatically update. Please contact support and we can update the tickets on your behalf.

An Event can be set to Live or to Draft.

If an event is set to draft, it will not appear in sheepApp to users.

To change the status whilst on the Event>select Actions>Set to Live/Revert to Draft.

There are finer controls for whether the event should appear in sheepApp and who should be able to access it depending on the event type that has been used/set.

To change these settings, Configure Event>scroll down to sheepApp Settings

Whilst on the Event>select Configure Event to bring up the side panel Event Location section and update details as required.

In the Details tab for the event, click on the Actions button to see the available options. Click on Copy Event Link and the URl will be copied to the clipboard.

In the Details tab for the event, click on the Actions button to see the available options. Click on Add or Remove event from teams to bring up an editable window with the existing groups associated with the event.

Click on the X icon to remove the groups in the field.

Start typing the name of the group and select it from the suggestions to add it to the event.

In the Details tab for the event, click on the Actions button to see the available options. Click on Duplicate event to create a duplicate of the event.

In the Details tab for the event, click on the Actions button to see the available options. Click on Delete event which will bring up a confirmation modal. Click on confirm to delete the event.

If your event has tickets you need to configure the ticket classes and allocate stock for each ticket class.

From the box-office view for the selected event, click on Actions>Event Tickets to bring up the side panel with event Details, ticket options and recurring settings.

Click on the Ticket Options tab to view existing tickets.

Whilst on the Event>select Configure Event to bring up the side panel scroll down to Additional Settings and update as required.

Ticket types are pre-defined tickets that can be re-used between your events using the same name, description, restrictions and cost.

Your current ticket types can be found in the sheep settings section. Go to settings.sheepcrm.com and log in to your CRM user account if not already. From the settings section, click on the events tab in the navigation and click on the ticket types option to see a list of existing ticket types.

A new ticket type can be added from the existing ticket types list. Click on the add ticket type button in the top right of the page. This will bring up a blank sidepanel with the following fields:

Enter a public-facing name for the ticket.

Select from the following options:

Enter the default price and currency of the ticket.

By default, the buyer is marked as the attendee for the ticket. However, if this value is higher than 1, additional attendees can be added to the ticket. You can also set this number to zero for an "add-on" ticket with no attendee.

Enter a brief public-facing description or summary for the ticket, providing any additional information that buyers should know.

Select the tax rate for the ticket.

If needed, add tags to the ticket type to help organise and sort your ticket types internally.

Set to "yes" if the ticket is only available to active members.

Enter a number to control the order shown in sheepEvents. Lower numbers will appear first.

If no sort order is set, it's assumed to be zero, so if you want one always first, you can set it to a negative number.

This can be used for things like offering discounts to a select group that you do not wish to be visible in sheepApp and is unavailable/hidden to anyone else.

Enter a unique code in this field on setting up your ticket criteria (code chosen by you e.g. 12345) that needs to be entered by buyers before it will be available for them to purchase.

When a member logs in to view the ticket options for an event through sheepApp all available (public) ticket types will be listed.

They will also be presented with an additional field with the option to enter their Access Code. Once entered and applied, the 'hidden' options become available.

Please take a look at our example below.

View for all:

View once the access code is applied: (Group 2 Discount) is now visible.

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Existing ticket types can duplicated and used as a base for new types. From the existing ticket types list, scroll down to the desired ticket type and click on the duplicate icon located to the right of the type. This will create a copy of the type in the list which you can then rename and edit as needed.

From the existing ticket types list, scroll down to the desired ticket type and click on the name or the edit icon located to the right of the type to bring up a sidepanel with the current data. For more information on each field, please see the adding a new ticket type topic.

While we advise not to delete existing ticket types, if the type is no longer needed it can be deleted. To delete a ticket type, scroll down to the desired ticket type and click on it to bring up a sidepanel with fields containing the current data for the type. Click on the delete option in the bottom right of the sidepanel, confirming the action to completely delete the ticket type.

You can set an event to require attendee information, have it optional or have no attendee capture at all.

To set this, whilst on the Event> select Configure Event>to open the side-panel>scroll down to sheepApp settings> Self-service attendee details.

This lets you define whether the event requires attendee data capture with the following options:

From the box-office view for the selected event, click on Configure Event to bring up the side panel with event Details, ticket options and recurring settings.

Click on the Ticket Options tab to view existing tickets.

The following fields can be filled in from this window:

Click on Save to create a new ticket.

From the Ticket Options tab, scroll to the ticket to edit and click on Actions, selecting the Edit ticket option. This will bring up an editable window with the existing data for the ticket. Scroll down to the Price field and enter the new value, changing the Currency field if needed. Click on Save to update the ticket.

From the Ticket Options tab, scroll to the ticket to edit and click on Actions, selecting the Change ticket stock option. This will bring up an editable window with the existing total stock for the ticket. Update the Total Stock of Tickets as needed and click on Save to update the ticket.

From the Ticket Options tab, scroll to the ticket to edit and click on Actions, selecting the Edit ticket option. This will bring up an editable window with the existing data for the ticket. Update the fields as needed. Click on Save to update the ticket.

From the Ticket Options tab, scroll to the ticket to edit and click on Actions, selecting the Copy as a new ticket option.

From the box-office view for the selected Event> select Orders>select Buyer name to open side-panel>'Order Summary' Actions>Delete order.

From the box-office view for the selected event, click on Actions to bring up the side panel with event details, ticket options, and recurring settings. Click on the Dates & Recurring tab to view existing tickets.

Events can be made to repeat or recur several times a week, month or year. From the Dates & Recurring tab, click on add recurring instances to bring up an editable window to configure the recurring criteria.

Firstly, set the first event date which will be the first instance of the event, and set the opening and closing times for each day when the event recurs.

Then set the recurring period and duration for the recurring events. For example, setting 2 and weekly would result in an event recurring every 2 weeks.

Lastly, you will need to set the end criteria for recurring instances. This can be set to end after a specific date; or after a number of recurring events. If set to a date, enter the last possible day for the event to recur - once this date is reached, no more instances of the event will be made. If set to a number, enter the desired amount of recurring instances of the event - once this number is reached, no more instances of the event will be made.

Click on Create to save the recurring settings and create all instances of the event.

If an event is part of a series of recurring events, you can browse all of the past and upcoming instances of the event in the Dates & Recurring tab. Click on another instance to configure it.

To detach an event from a series of instances and make it a stand-alone event, select the instance of the event you wish to detach and switch to the Dates & Recurring tab. Click on Actions in Recurring instances and click on Make this a stand-alone event, confirming in the warning window to detach the event.

To delete all future instances of an event, while keeping the past instances for your records, select one of the events in the series and switch to the Dates & Recurring tab. Click on Actions in Recurring instances and click on Delete this and all following instances of this event, confirming in the warning window to delete all future instances of the event.

To delete all instances of an event, including past instances, select one of the events in the series and switch to the Dates & Recurring tab. Click on Actions in Recurring instances and click on Delete this entire series of events, confirming in the warning window to delete all future instances of the event.

From the box-office view for the selected event, click on Actions>Event Information.

The Record Data tab can be used to view miscellaneous information on the event, such as when the event was made, when it was last updated, and the URI.