EventR Wiki - User contributions [en]

Generate Itinerary PDF

2026-07-06T09:49:22Z

Samuel Wiltshire:

EventR allows you to generate a rich PDF containing all the information about your itinerary, allowing you to print it, or send it to people who aren't using the EventR Team App.

=== EventR Coordinator Hub ===
You can generate a PDF of your itinerary from the EventR Coordinator Hub, as long as you are an Enterprise-tier organization or higher.

To get started, navigate to the "Itineraries" section, and go to the "Event Information" tab. From here, click the "Generate PDF" button in the top right.[[File:Top area of ECH - Generate PDF highlighted.png|thumb|Top area of ECH - Generate PDF highlighted|center|769x769px]]This will open an options menu, in which you can define some details about the PDF.
[[File:Eventrwiki-pdfmodal.png|alt=Image showing the PDF generation menu|center|thumb|574x574px|You can change how your PDF is generated using the settings on this menu.]]
Here, you can restructure the PDF by dragging sections around, and disable sections entirely by using the checkboxes on the right.

You also have a few options to choose from to change how your PDF is generated:

* Use Original PDF - Generate rows in the style of our Legacy PDF itinerary, in case you need to match existing documents, or simply prefer that style (note that both the Members section and the Condensed Activities option are not supported in the Legacy PDF).
* Condensed Activities - Display Activity items as a single line, headed with a date, a name, and a start and end time.
* Show User Group Notes - Makes per-member-group notes visible.
* Show Member Assignments - Removes all member groups from the items, displaying only event information.
* Enable Category Filter - Enables a filter where you can limit what's shown to only certain categories of itinerary item.
* Enable Visibility Filter - Enables a filter where you can select to show only items set to certain visibilities.
* Enable Status Filter - Enables a filter where you can select items only in a certain status to be shown.

Once you're happy with your options, click "Generate" in the top right. Then, after it finishes processing, click "Open". This will open the PDF in your browser, and from here, you can view it, download it, and print it.
[[Category:3.4.1]]
[[Category:3.5]]

Generate Itinerary PDF

2026-07-06T09:18:35Z

Samuel Wiltshire: updated pdf modal to new version

File:Eventrwiki-pdfmodal.png

2026-07-06T08:56:44Z

Samuel Wiltshire:

A picture of the PDF Modal in EventR.

EventR Team Guide

2026-06-08T12:32:40Z

Samuel Wiltshire: some wording and grammar changes

=== EventR Team is where it all starts! ===
The app can be downloaded for [https://l.softpauer.com/ios Apple iOS] or [https://l.softpauer.com/android Android] for free, and is a fully featured team collaboration tool.

We recommend and support the latest OS, currently iOS 26 and Android 16, though the app supports older versions.

EventR Team has many different ways into it. Largely they follow the "[[How to add a user to EventR|join a team]]" or "[[create new team]]" flows. Once a team is created, the person that originally created it is given the [[Roles and access|Owner]] role. There can only be one owner, though support can change this. You can only be owner of one team, however you can be a [[How to swap teams|member of many teams]].

A "Team" is made up of:

* Users
* Itineraries and associated data
* Chat (premium)
* Cost models (premium)

Each team is a separate privately encrypted database that holds all the team information.

Once the sign up flow is complete, you will be given the option to create your first Itinerary.

If you do that, you will then be asked for the Itinerary details. An Itinerary is a collection of activities and users needed to do an event.

[[Creating an Itinerary in EventR Team]]

[[Editing an Expense]]

== App Screens ==

=== Home ===
[[File:Home screen.png|thumb]]The home screen covers most of the basic features of the app. At the top there is the current [[Itineraries|itinerary]] name, and the Team Name above it. The dates the Itinerary runs between are shown underneath, along with any tag colours assigned.

In the top left there is a button to select different itineraries (swiping this area will also swap itineraries). Below this there is a button to open the [[EventR Expense Guide|Expense]] screen (Requires EventR Plus plan and up). The top right hand clock icon allows you to show all times in your local timezone - handy if you want to work out when something is happening where you are.

There are then 3 tabs:

=== Itinerary ===
This is a time ordered list showing you the next activity at the top (The image on the right shows a long stay parking). Each activity is shown as a [[Activity Card|card]] that shows the start times, along with other relevant information. Past activities can be shown by tapping on the text that appears at the bottom. Also [[Account]] -> [[EventR Team Settings|Settings]] -> [[Settings Home Page Options|Home]] contains an option to show recently past activities - this will show the past activities in a greyed out state at the top. Some users find this useful if they just have start times set.

The pen icon in bottom right gives you the [[Activity Edit page in App|edit page]].

In the itinerary there are little speech bubbles on the card this can be used to open a chat for that activity. The chat will be created with the people on the activity in question.

=== Summary ===
The Summary Screen gives you access to general Event details - address, website, files attached to the itinerary, and the additional info field. This screen supports [https://markdownguide.org/ markdown], so you can make it look quite fancy!

We have the [[calendar sync]], and a real time clock in sync with your local time and the event local time. A hidden feature is you can tap on this and reveal a screen showing the time in every timezone in the itinerary - this can be handy if you're spread around the world.

After that you have a list of items by type. This includes untimed "[[stands]]" that can be used to convey more information.

=== Map ===
The Map defaults to showing every future activity with a known location (this will be the GPS location, or address set). There are small numbers in a red circle this is based on the order the user will be doing them. As default anything beyond 3 is faded out, so you can focus on what's next. This can be adjusted using the cog Settings icon can controls how much the map shows. Left hand side full screens the map. Bottom left allows the user to share their location on the map to every other team member. This has various times allowing the user control how long they are shown. The final bottom right cycles through different views of the map.

Please note Activities can stack, tapping on them will show what is happening at that location. This also leads to discontinuities in the numbering, as various things through an itinerary can be happening on that spot.

Tapping on an address will take you out into Apple/Google Maps to that location. There is also a copy button to put the address on your clipboard.<div style="clear: both"></div>

== Chat ==
[[File:Chat Screen.png|thumb]]
EventR features a full channel based chat system. Channels are automatically created and populated with the people on any activity. You can send text messages, files, and photos to everyone in the group. Each [[Itineraries|Itinerary]] has its own separate chat channels, which are not reused. At the top you can search by name of the channel for messages. Most recent messages appear at the top - and are bold if unread.

The bottom right icon allows you to create a channel containing specific people. These groups persist across itineraries so can be used to collaborate on long running jobs, site wide communication or any manner of user groupings not directly covered by the automatically created channels.

Chats send notifications if enabled to all users in them, so are a good way to explain changes to the team.

<div style="clear: both"></div>

== Team Screen ==
[[File:Team Screen.png|thumb|Team Screen in EventR Team]]
The Team Screen shows you everything your team is doing. These are activities marked with "[[Activity visibility levels|team]]" and "public" visibility - "private" are not show unless the user is actually assigned the activity.

The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen).

There are some subtle differences for some of the sections - Hotel and Flights in particular do not show personal information not on the [[Booking sections in Activity input|booking section]]. This allows users in the same team to see which users are staying at a hotel, but not show who is sharing with whom or what room type they have been given. Flights offer similar functionality - not showing the full booking references, and other information.

The team screen is searchable, and will filter based on what you type in the search box. Sub screens will show lists of activities in that section, and can be further searched.

Team members on the itinerary are also show, and their personal schedule can be seen - following the team/public/private visibility rules.

If using the Enterprise Coordinator Hub only items marked as "[[Booking statuses|confirmed]]" appear on this screen, not pending or cancelled items.

With sufficient access (available by default) the bottom right green icon takes you to the [[Joining a Team Guide|add team member screen]].
<div style="clear: both"></div>

== Account Screen ==
[[File:Account Screen.png|thumb]]
The Account Screen manages User details and preferences. It allows you to log out, swap teams, view all itineraries you're a part of, view access requests to teams you administrate, and change settings, like notification options and more.

You can also request account deletion here.

[[Category:EventR Team]] [[Category:Getting Started]]

EventR AI Inbox

2026-06-08T12:24:00Z

Samuel Wiltshire: Spelling and grammar, and formatting changes

== Overview ==
The EventR platform features integration with AI technology, to make managing your events, costs, and itineraries easier and more hassle-free. In the EventR Coordinator, an itinerary can be populated by '''''forwarding the bookings''''' to a designated email''.''

If your organisation is on the Standard plan or higher, you have access to the AI Inbox, which allows you to send emails containing itinerary-relevant documents to a provided '''eventr-bookings''' email, view AI-suggested itinerary items created based on those documents, and add them seamlessly to your itinerary.

To access the EventR AI Inbox go to the coordinator left side and click on '''AI Inbox'''. This opens the Booking AI page seen below.

=== Forward Your Bookings ===
To get started, click the "Forward Your Bookings" button on the top right.
[[File:Eventr-ai-forward.png|alt=Picture showing the AI Inbox, and where on the inbox the 'Forward Your Bookings' button can be found.|center|thumb|935x935px|You can also find this button on other pages, specifically those that allow you to view or add new itinerary items.]]
Ensure you have the correct itinerary selected. Copy the eventr-booking email address shown. Open your mail box and send or forward your bookings to the copied email address. Note that the supported file types in email attachments are:

* PDF
* XLS/XLSX
* DOC/DOX
* PPTX/PPT
* CSV
* TXT
* HTML
* XML
* EML
* JPG
* PNG
* BMP

[[File:Eventr-wiki-ai-copy-email.png|alt=Image showing the Forward Your Bookings popup.|center|thumb|707x707px|Make sure the correct itinerary is selected before copying the email address, as each address is unique to each itinerary.]]
Head back to the coordinator. A red dot on the Inbox AI icon on the sidebar indicates there is an unread email on the Booking AI page.

Go to Booking AI page. The ''Inbox tab'' displays all emails sent or forwarded to be reviewed for your itinerary. Inbox emails have a status indicated by dots:

* 🟡 Pending, currently being processed
* 🟢 Completed, ready for review
* 🔴 Failed, or timed out

The Archive tab displays emails or proposed itinerary items that have been archived. You can archive an email or itinerary item with the Archive button on the right when hovering over a section.

=== Add booking to the itinerary ===
Each email has a summary displayed on hovering on the email subject for successfully completed emails. Clicking on the subject also opens a summary overlay. You can see all the bookings that the AI has located by clicking the arrow on an email, dropping down the menu.
[[File:Screenshot 2026-05-29 at 09.58.02.png|center|thumb|736x736px|image indicating booking AI email booking counter and summary on hovering the email subject]]
[[File:Email with more info2.png|alt=booking create button|center|thumb|749x749px|Image showing email itinerary, email name and create button to add the booking to the itinerary]]Click the "+" button on any suggested itinerary item to add it to your itinerary. This should open the relevant section form. Make sure to double-check all the form information is correct, and make any edits needed. Then, click "''Save''". The booking is now successfully added to the itinerary.[[File:Eventr-wiki-ai-item-save.png|alt=An image showing a filled-out itinerary item from the AI Inbox.|center|thumb|706x706px]]To delete or archive multiple emails use the ''Select All'' checkbox. You can also select individual emails, and individual itinerary items.[[File:Eventr-wiki-ai-inbox2.png|alt=An image showing a new email and itinerary item in the AI Inbox.|center|thumb|752x752px|You can use the checkboxes on the left of emails or their section items to perform deletion or archive operations on multiple items at once.]]

=== Forwarded Bookings Format Cheat Sheet ===
EventR AI supports a broad list of file formats, but for an email to be processed successfully, certain pieces of information are useful for the AI to locate and set details correctly. If you're creating a spreadsheet of your itinerary and intending to use the AI to import your event, this section might be helpful.

====== General Rule ======
Members added to the section should have first and last names.

A section item must at least have a Start Time to be added successfully.

Any notes are added as booking additional information which are only visible to the members in that specific booking.

==== Flights ====

* Flight Number and Flight Date
* Departure and Arrival date and time,
* Departure and Arrival Airport codes
* Reference Number or seat number if provided
* Passenger specific information can be added as additional information

==== Accommodation ====
* Hotel name
* Guest names should ideally be in the same column.
* Hotel Default Check-in and Check-out date and times if all guests have the same check-in and out date and time
* Guest Check-in and Check-out date and times if there is a variation of the check-in and check-out date and time
* Booking reference ,room type or additional information if provided[Optional][[File:Hotel important information for AI.png|alt=hotel key information|center|thumb|917x917px|Sample image showing hotel key information for successful AI processing]]

==== Hire/Rental Car ====
[[File:AI hire card file format.png|alt=Image showing hire car file format or required data for a successful AI data extraction|center|thumb|938x938px|Image showing hire car key information for a successful AI processing]]

==== Transport ====
[[File:Ai transport file format.png|alt=Image showing transport key information for a successful Ai processing|center|thumb|955x955px|Image showing transport key information for a successful Ai processing]]

==== Activities ====

==== Parking ====

Create new team

2026-06-08T11:17:34Z

Samuel Wiltshire: Some wording changes and a link to getting started guide

Every user can create a team. If you download the app direct from the [https://l.softpauer.com/ios app store], [https://l.softpauer.com/android play store] or sign up on [https://eventr.softpauer.com EventR] you will run through some basic questions to create your team. See the [[Getting Started Guide]] for more detail.

The team is a personal database that holds all your information private to you, your team members, and your itineraries. When you create it, you become the [[Roles and access|owner]] and can fully administrate it.

For Enterprise customers we recommend going to the Admin- > Organisation tab in the EventR Coordinator Hub and setting up your details. These will appear on your invoices, so it's worth filling in so we can communicate with you more efficiently.

Getting Started Guide

2026-06-08T11:14:23Z

Samuel Wiltshire:

=== Welcome to the Getting Started Guide! ===
EventR is designed to be quick to get up and going - starting with the EventR Team app in the [https://l.softpauer.com/ios AppStore] or [https://l.softpauer.com/android Play Store]. However even before you have the app, you may be invited by the team coordinator. If so, follow the [[Joining a Team Guide]].

This guide will assume you want to come in fresh, and have never accessed EventR before.

On first opening the app, you will see the welcome screen. Press "Create an account" to get started
[[File:EventR Welcome Screen.jpg|center|thumb|EventR Welcome Screen|400x400px]]

Enter your email, or optionally pick a federated login source - currently we support Google, Apple and Microsoft as login providers. For this example, we'll assume you just entered your email, and pressed continue:
[[File:Sign up to EventR Screen.png|center|thumb|Sign up to EventR Screen|400x400px]]
EventR will send you an email to that address to confirm your sign up. Close the app for the moment, and open your inbox to find the email. You can continue setup on a different device, if you prefer, but it's easier to continue on the same device.
[[File:Sign up wait for email.png|center|thumb|Sign up wait for email|400x400px]]
Make sure to check spam, and make sure to wait a while, as some mail servers delay first time emails.
[[File:Confirm Email.png|center|thumb|Confirm Email on the phone using email app.|400x400px]]Tap 'Confirm Email Address' to open the EventR Team app with your confirmation. If you chose to continue the flow on a different device, such as a computer, you will be presented with a QR code to scan with your phone camera as highlighted in the image below, which will lead you to the same place.[[File:Sign up Email.png|center|thumb|Sign up Email from PC, with QR Code to scan with phone camera|200x200px]]
You should now be back in the EventR Team app, with a form to fill in your details. Make sure these are correct. Note phone and Country are optional.
[[File:Add your user details.png|center|thumb|Add your user details|400x400px]]
Confirm your password on the next screen - this will be used to login in to the [[EventR Enterprise Coordinator Hub Guide|Enterprise Coordinator Hub]] if you choose to use that in the future.
[[File:Confirm Password.png|center|thumb|Confirm Password|400x400px]]
Next you must agree to the terms and conditions of use - in particular the User Agreement and User Privacy Notice. Optionally join our marketing subscription, allowing us to send you emails and marketing materials about new releases and opportunities. Then tap "Create Account".
[[File:Terms and Conditions confirmation screen.png|alt=Terms and Conditions confirmation screen|center|thumb|Terms and Conditions confirmation screen|400x400px]]
You may be presented with this screen if you have a corporate email and someone has already created an account for your domain name. In the image below, I have an @softpauer.com address, so it's found all other @softpauer.com teams. This allows you to [[Request access to a team|request access to that team]], allowing the existing administrator to add you in. This will hand you over to the administrator to add to [[Itineraries]].

However we're going to make a new team. A Team is a group of users and itineraries, and since you created this team, you will be the owner and an administrator of it. You can be a member of other teams, but this one will be yours. Select "Create a new team", and press "Continue".
[[File:Select an Existing team - create new.png|alt=Select an Existing team - Create New|center|thumb|Select an Existing team - Create New|400x400px]]
Give your new team a name - It should be relevant to your organisation, not an event you're planning to run, however, it can be changed later.[[File:Set team name.png|center|thumb|Set team name|400x400px]]
If you like you can tell us about yourself! This is an optional step, but helps us with demographics, and with getting in contact with you if you have any issues.
[[File:Optional User Survey Information.png|center|thumb|Optional User Survey Information|400x400px]]
Then you will see the team setup page. There is a short tutorial on our [https://youtube.com/@officialeventr Youtube channel]. Please give us a like and subscribe!
[[File:Creating team.png|center|thumb|Creating team|400x400px]]
Once you're ready, you can move on to see your empty team. Congratulations! You are now all signed up and ready to [[create your first itinerary]] and experience the revolution in team coordination that is EventR!
[[File:Empty Itinerary Screen.png|center|thumb|Empty Itinerary Screen|400x400px]]
For a tour of the app take a look at the [[EventR Team Guide]].

If you are doing this because you are interested in the [[EventR Enterprise Coordinator Hub Guide|Enterprise Coordinator Hub]] and are looking to activate an Enterprise license - please use this [https://l.softpauer.com/eventrdemo calendar] to book a meeting, where we can onboard you during the call.

Getting Started Guide

2026-06-08T10:37:17Z

Samuel Wiltshire: Layout and wording changes

=== Welcome to the Getting Started Guide! ===
EventR is designed to be quick to get up and going - starting with the app in the [https://l.softpauer.com/ios AppStore] or [https://l.softpauer.com/android Play Store]. However even before you have the app, you may be invited by the team coordinator. If so, follow the [[Joining a Team Guide]].

This guide will assume you want to come in fresh, and have never accessed EventR before.

On first opening the app, you will see the welcome screen. Press "Create an account" to get started
[[File:EventR Welcome Screen.jpg|center|thumb|EventR Welcome Screen|400x400px]]

Enter your email, or optionally pick a federated login source - currently we support Google, Apple and Microsoft as login providers. For this example, we'll assume you just entered your email, and pressed continue:
[[File:Sign up to EventR Screen.png|center|thumb|Sign up to EventR Screen|400x400px]]
EventR will send you an email to that address to confirm your sign up. Close EventR for the moment, and open your inbox to find the email. You can continue setup on a different device, if you prefer, but it's easier to continue on the same device.
[[File:Sign up wait for email.png|center|thumb|Sign up wait for email|400x400px]]
Make sure to check spam, and make sure to wait a while, as some mail servers delay first time emails.
[[File:Confirm Email.png|center|thumb|Confirm Email on the phone using email app.|400x400px]]Tap 'Confirm Email Address' to open the EventR App with your confirmation. If you chose to continue the flow on a different device, such as a computer, you will be presented with a QR code to scan with your phone camera as highlighted in the image below, which will lead you to the same place.[[File:Sign up Email.png|center|thumb|Sign up Email from PC, with QR Code to scan with phone camera|200x200px]]
You should now be back in the EventR app, with a form to fill in your details. Make sure these are correct. Note phone and Country are optional.
[[File:Add your user details.png|center|thumb|Add your user details|400x400px]]
Confirm your password on the next screen - this will be used to login in to the [[EventR Enterprise Coordinator Hub Guide|Enterprise Coordinator Hub]] if you choose to use that in the future.
[[File:Confirm Password.png|center|thumb|Confirm Password|400x400px]]
Next you must agree to the terms and conditions of use - in particular the User Agreement and User Privacy Notice. Optionally join our marketing subscription, allowing us to send you emails and marketing materials about new releases and opportunities. Then tap "Create Account".
[[File:Terms and Conditions confirmation screen.png|alt=Terms and Conditions confirmation screen|center|thumb|Terms and Conditions confirmation screen|400x400px]]
You may be presented with this screen if you have a corporate email and someone has already created an account for your domain name. In the image below, I have an @softpauer.com address, so it's found all other @softpauer.com teams. This allows you to [[Request access to a team|request access to that team]], allowing the existing administrator to add you in. This will hand you over to the administrator to add to [[Itineraries]].

However we're going to make a new team. A Team is a group of users and itineraries, and since you created this team, you will be the owner and an administrator of it. You can be a member of other teams, but this one will be yours. Select "Create a new team", and press "Continue".
[[File:Select an Existing team - create new.png|alt=Select an Existing team - Create New|center|thumb|Select an Existing team - Create New|400x400px]]
Give your new team a name - It should be relevant to your organisation, not an event you're planning to run, however, it can be changed later.[[File:Set team name.png|center|thumb|Set team name|400x400px]]
If you like you can tell us about yourself! This is an optional step, but helps us with demographics, and with getting in contact with you if you have any issues.
[[File:Optional User Survey Information.png|center|thumb|Optional User Survey Information|400x400px]]
Then you will see the team setup page. There is a short tutorial on our [https://youtube.com/@officialeventr Youtube channel]. Please give us a like and subscribe!
[[File:Creating team.png|center|thumb|Creating team|400x400px]]
Once you're ready, you can move on to see your empty team. Congratulations! You are now all signed up and ready to [[create your first itinerary]] and experience the revolution in team coordination that is EventR!
[[File:Empty Itinerary Screen.png|center|thumb|Empty Itinerary Screen|400x400px]]
For a tour of the app take a look at the [[EventR Team Guide]].

If you are doing this because you are interested in the [[EventR Enterprise Coordinator Hub Guide|Enterprise Coordinator Hub]] and are looking to activate an Enterprise license - please use this [https://l.softpauer.com/eventrdemo calendar] to book a meeting, where we can onboard you during the call.

Main Page

2026-06-08T09:37:03Z

Samuel Wiltshire: small grammar changes

[[File:EventR Square Logo Only - Light.png|right|135x135px]]

=== <strong>Welcome to the EventR Wiki!</strong> ===

==== ''"Helping People Do a Thing"'' ====

EventR is an itinerary management app used to make the stress and difficulty of event planning simpler and easier. It's available on [https://apps.apple.com/gb/app/eventr-team/id6466819926 iOS] and [https://play.google.com/store/search?q=eventr&c=apps Android].

This wiki is a knowledge base for everything EventR. Here, you'll find guides on how to get started with setting up your team, how to create itineraries, how to create section items and manage expenses, and more. However we realise that EventR is a tool used to solve real-world problems, so we also want to encompass some of the interesting stuff people do with EventR. If you are interested in editing this wiki and helping us curate it, please email [Mailto:eventr-admin@softpauer.com eventr-admin@softpauer.com].

== Guides ==
New to EventR? These are the best places to get started:

==== - [[Getting Started Guide]] ====

==== - [[EventR Team Guide]] ====

==== - [[EventR Enterprise Coordinator Hub Guide]] ====

==== - [[EventR Expense Guide]] ====

== User Stories ==
- [[Racing Team Coordinator]]

- [[Finance Director]]

- [[Logistics Coordinator]]

- [[Travel Manager]]

=== MICE ===
- [[Meeting organiser]]

- [[Incentive Travel Organiser]]

- [[Conference Organister|Conference Organiser]]

- [[Event Organiser]]

==== Further reading: ====
- [[Interesting Use Cases]]

- [[Video Tutorials]]

- [[EventR AI]]

- [[Feature list]]

- [[Releases]]

== EventR Media ==
{| class="wikitable"
|+
!Title
!Use
!Owner
|-
|[[Media Pack]]
|3rd Party assets for print / promotion / exhiibions etc, single graphics
can be supplied, or the Full Press Pack can be sent to Supplier etc
|GFX
|-
|[[Style Guide]]
|Internal Style guide containing colours / fonts etc, once complete will
be avalible as part of press pack
|GFX
|-
|[[Bobbins]]
|Meet the Bobbins
|GFX
|}

Consult the [https://www.mediawiki.org/wiki/Special:MyLanguage/Help:Contents User's Guide] for information on using the wiki software.

Main Page

2026-06-08T08:21:23Z

Samuel Wiltshire: Some added text, links to the app store, and fixes to spelling.

[[File:EventR Square Logo Only - Light.png|right|135x135px]]

=== <strong>Welcome to the EventR Wiki!</strong> ===

==== ''"Helping People Do a Thing"'' ====

EventR is an itinerary management app used to make the stress and difficulty of event planning simpler and easier. It's available on [https://apps.apple.com/gb/app/eventr-team/id6466819926 iOS] and [https://play.google.com/store/search?q=eventr&c=apps Android].

This Wiki is a knowledge base for everything EventR. Here, you'll find guides on how to get starting with setting up your team, how to create itineraries, how to create section items and manage expenses, and more. However we realise that EventR is a tool often used to solve real world problems, so we also wants to encompass some of the interesting stuff people do with EventR. If you are interested in editing this wiki and helping us curate it, please email [Mailto:eventr-admin@softpauer.com eventr-admin@softpauer.com].

== Guides ==
New to EventR? These are the best places to get started:

==== - [[Getting Started Guide]] ====

==== - [[EventR Team Guide]] ====

==== - [[EventR Enterprise Coordinator Hub Guide]] ====

==== - [[EventR Expense Guide]] ====

== User Stories ==
- [[Racing Team Coordinator]]

- [[Finance Director]]

- [[Logistics Coordinator]]

- [[Travel Manager]]

=== MICE ===
- [[Meeting organiser]]

- [[Incentive Travel Organiser]]

- [[Conference Organister|Conference Organiser]]

- [[Event Organiser]]

==== Further reading: ====
- [[Interesting Use Cases]]

- [[Video Tutorials]]

- [[EventR AI]]

- [[Feature list]]

- [[Releases]]

== EventR Media ==
{| class="wikitable"
|+
!Title
!Use
!Owner
|-
|[[Media Pack]]
|3rd Party assets for print / promotion / exhiibions etc, single graphics
can be supplied, or the Full Press Pack can be sent to Supplier etc
|GFX
|-
|[[Style Guide]]
|Internal Style guide containing colours / fonts etc, once complete will
be avalible as part of press pack
|GFX
|-
|[[Bobbins]]
|Meet the Bobbins
|GFX
|}

Consult the [https://www.mediawiki.org/wiki/Special:MyLanguage/Help:Contents User's Guide] for information on using the wiki software.

Conference Organister

2026-06-08T08:20:17Z

Samuel Wiltshire: Samuel Wiltshire moved page Conference Organister to Conference Organiser: Misspelled title

#REDIRECT [[Conference Organiser]]

Conference Organiser

2026-06-08T08:20:17Z

Samuel Wiltshire: Samuel Wiltshire moved page Conference Organister to Conference Organiser: Misspelled title

A conference organiser will benefit from [[Public Itineraries]] - allowing them to share their whole conference. The [[chat]] service can be reconfigured to support [[Configuring chat to work as a broadcast feature|working as a broadcast feature]].

If you require VIP support, we can obviously manage all the [[Travel Manager]] features to give an exclusively tailored experience.

Generate Itinerary PDF

2026-05-14T15:32:07Z

Samuel Wiltshire: finished adding stuff for release

Generation PDF

2026-05-14T15:17:33Z

Samuel Wiltshire: Samuel Wiltshire moved page Generation PDF to Generate Itinerary PDF: Misspelled title

#REDIRECT [[Generate Itinerary PDF]]

Generate Itinerary PDF

2026-05-14T15:17:33Z

Samuel Wiltshire: Samuel Wiltshire moved page Generation PDF to Generate Itinerary PDF: Misspelled title

Generate Itinerary PDF

2026-05-14T15:16:07Z

Samuel Wiltshire: halfway updated for new release

File:Eventr-wiki-pdf-menu.png

2026-05-14T15:13:57Z

Samuel Wiltshire:

PDF generation menu

EventR AI Inbox

2026-05-08T09:39:41Z

Samuel Wiltshire: Added images for the AI Inbox.

The EventR platform features integration with AI technology, to make managing your events, costs, and itineraries easier and more hassle-free.

=== EventR Team App ===
Within the EventR Team App as an itinerary member, you can create an expense with the button in the upper left of the screen.
[[File:EXPENSE 1.jpg|center|thumb]]

You can then create a new expense, and take a photograph or screenshot of a receipt or other expense-indicating document. Then, tap "Done".
[[File:Edit Expense.png|center|thumb]]

After a few seconds, you should see a little robot icon appear on the new expense entry.
[[File:EXPENSE 5.jpg|center|thumb|Expense card with AI Bobbin]]

Tapping the entry will open the AI Expense Review panel, where it shows the suggested changes created by our AI, and asks if you would like to make the changes. Tap "Yes".
[[File:EXPENSE 6.jpg|center|thumb|AI Expense Review]]

You should now see your fully filled-out expense. Tap "Done" to finalise the changes.

=== EventR Coordinator Hub ===
Within the EventR Coordinator Hub, you have access to more powerful AI tools, as long as you are an Enterprise-tier organization or higher. You have access to the AI Inbox, which allows you to send emails containing itinerary-relevant documents to a given address, view AI-suggested itinerary items created based on those documents, and add them seamlessly to your itinerary.

To get started, click the "Forward Your Bookings" button on the top right.
[[File:Eventr-ai-forward.png|alt=Picture showing the AI Inbox, and where on the inbox the 'Forward Your Bookings' button can be found.|center|thumb|935x935px|You can also find this button on other pages, specifically those that allow you to view or add new itinerary items.]]
Ensure you have the correct itinerary selected. Copy the address shown, and send or forward an email to that given address. Note that the supported file types in email attachments are:

* PDF
* XLS/XLSX
* DOC/DOX
* PPTX/PPT
* CSV
* TXT
* HTML
* XML
* EML
* JPG
* PNG
* BMP

[[File:Eventr-wiki-ai-copy-email.png|alt=Image showing the Forward Your Bookings popup.|center|thumb|707x707px|Make sure the correct itinerary is selected before copying the email address, as each address is unique to each itinerary.]]
Head to the AI Inbox page, found by clicking the button on the left sidebar. Here, you can view all of the emails you've sent to be reviewed for your itinerary, their status in being checked, and the itinerary items that have been suggested for those that are completed. Each email also shows a summary of changes.
[[File:Eventr-wiki-ai-inbox2.png|alt=An image showing a new email and itinerary item in the AI Inbox.|center|thumb|706x706px|You can use the checkboxes on the left of emails or their section items to perform deletion or archive operations on multiple items at once.]]
Click the "+" button on any suggested itinerary item to add it to your itinerary. Make sure to double-check all the information is correct, and make any edits needed. Then, click "Save".
[[File:Eventr-wiki-ai-item-save.png|alt=An image showing a filled-out itinerary item from the AI Inbox.|center|thumb|706x706px]]

File:Eventr-wiki-ai-item-save.png

2026-05-08T09:39:06Z

Samuel Wiltshire:

An image showing a filled-out itinerary item from the AI Inbox.

File:Eventr-wiki-ai-inbox2.png

2026-05-08T09:35:51Z

Samuel Wiltshire:

Image showing a new email and itinerary item in the AI Inbox.

File:Eventr-wiki-ai-inbox.png

2026-05-08T09:33:14Z

Samuel Wiltshire:

Image showing a new email in the AI inbox.

File:Eventr-wiki-ai-copy-email.png

2026-05-08T09:11:53Z

Samuel Wiltshire:

Image showing the Forward Your Bookings popup.

File:Eventr-ai-forward.png

2026-05-08T09:04:06Z

Samuel Wiltshire:

An image showing where on the Booking AI inbox the 'Forward Your Bookings' button is shown.

EventR AI Inbox

2026-04-21T16:11:16Z

Samuel Wiltshire: added the EventR AI page

Main Page

2026-04-21T15:52:14Z

Samuel Wiltshire: Added link to EventR AI page (page still needs to be made)

<strong>Welcome to the EventR Wiki</strong>

''"Helping People do a thing"''

[[Getting Started Guide]]

[[EventR Team Guide]]

[[EventR Enterprise Coordinator Hub Guide]]

[[EventR Expense Guide]]

[[Interesting Use Cases]]

[[Video Tutorials]]

[[EventR AI]]

Consult the [https://www.mediawiki.org/wiki/Special:MyLanguage/Help:Contents User's Guide] for information on using the wiki software.