Tutorial – old

How to Add, Update, and Maintain Events and Locations in Events Manager

Events Manager Plugin Website: https://wp-events-plugin.com/

Events Manager documentation and tutorials:

Getting Started

This tutorial is for adding and managing events and locations in Events Manager as set up for the Esoteric Calendar website.

You can add and manage your own events as a guest or registered user from the frontend pages, but it is easiest and most efficient to maintain events if you have an account and access to the dashboard.

This guide includes instructions for a user with Editor Level Permissions. If your permissions are at Author or Contributor level, you will not have access to all of the functions or features described.

Permissions

  1. You can add your own events and locations as a guest or registered contributor.
  2. You can add and manage your own events and locations as a contributor or author, but you cannot publish events.
  3. Currently contributors and authors have the same permissions. If you would like authors to manage events for other users, the permissions can be updated in the settings by an Admin.
  4. You will need Editor or Administrator privileges to add, manage and publish events and to maintain events for all users

The Events Dashboard

The Events Dashboard and Events Tab


Log into WordPress. You will see a dashboard on the left of the screen. About halfway down, you will see a shield icon with the word “Events” next to it. Click on this icon to access Events Manager.

On the righthand side you will see a list of events, along with options for managing the events. 

On the left you will see a list of fields. In this tutorial we will go over Events, Adding events and Locations, and Recurring Events. 

  • Events (The events tab with the shield and the Events link underneath it both show the same thing).
  • Add Event (This can be reached by clicking on the Add Event link or by the Add Event button at the top of the Events screen).
  • Event Tags (These can be added to help in identifying types of events)
  • Event Categories (Categories also help in identifying types of events)
  • Locations (Used for adding new locations and editing existing locations).
  • Recurring Events (Just like it says).
  • Export Events as CSV (You can export but not import at this time. The ability to import events is anticipated as a feature to be added in future updates to Event Manager, but there is currently no date set for when this will be included).

Add A New Event

 To add an event, click on the “Add Event” Button or on the “Add Event” link on the left.

Add an Event

This will bring up a new screen with multiple fields in which to add the title, description and details for your event.

Caution: You will see a purple button that says: “Use The Divi Builder”. I recommend that you do not use the DIVI Builder to add your event unless you are an experienced user of WordPress and are familiar and comfortable with the Divi Builder Tool.

The Add Your Event page

At the top of the screen, add a title for your event.   You can add a description and images in the large text box beneath the title.  On the right side of the screen is an area to add the date(s) and time.

Add your title, description, and dates.

NOTE: Select information from your event will be displayed in the events list on the website. The full details that you add, including your images, will be visible on the individual event page that is generated when the event is published.

The Yoast SEO section is where you can customize elements of your description to help optimize the event for search.  

To the right of it you will see sections for Event Type and Event Categories. Adding these will help visitors to identify events that they may be interested in attending.

Add Event Search Optimization, Tags, and Categories

Update the New Event’s Location

Scrolling down, the next field is where you can add your event’s location and location details.  If the location already exists, you can add it by starting to type it in, and the field will auto-populate with the location details.

You can safely ignore the “Region” field, as it is not being used for the events listings on your website.

Add a new event location

NOTE: if a location already exists you can add it in this section, but you cannot edit the location details: all the fields will be greyed out. If you need to edit an existing location, you can do so under the “Locations” tab in Event Manager.

The event location will autofill if it already exists.
If an event location is greyed out , go to the locations tab if you need to edit it.

Excerpts and Custom Fields

Next is the area to add the event excerpt and custom fields. Custom fields ON THE ADD EVENT PAGE are used for adding contact information or pricing information that is exclusive to a single event. If the contact information is associated with a location (such as a museum), then it should be added under the Location tab. This will also save on having to enter the same contact information repeatedly if there are multiple events at the same location.

The Event Excerpt field is important. This is where you can add a brief sentence or phrase describing your event. This will be displayed on the event list page once the event is published.

Add a brief description of your event in the Excerpt field.
Example Excerpt shown on the event list.

Saving and Publishing Your Event

Once you are satisfied that your event details are complete and accurate, you are ready to save your event.  The “Publish” module is near the top of the Add Event page, just under the calendar where you added the event dates. Here you can also see who last edited the page, and when.

If you have Editor permissions, you have the option to publish the event. Otherwise, you can click on “Save as Pending”, and the editor will publish the event once it is approved.

Saving and Publishing an Event. Note also the “Duplicate Event” option.

Duplicate and Recurring Events

At times you may have events that recur one or more times. You have the option in this case of either duplicating an existing event or setting up a recurring event.

Duplicating an Event

In the “Publish” module there is also the option to duplicate an event. To duplicate an existing event, you can either click on “Duplicate Event” under the event name on the Events Tab or you can open the event you want to copy and click on “Duplicate Event”. This will create a copy, which you can then edit and update to the new date / event details / updated event name.

Recurring Events

Recurring events are added on the Recurring Events tab. These are added and updated similarly to single/one-off events with the exception that they have an additional area in which to set the schedule for the event dates.

The scheduling area for Recurring events. The location is greyed out, as it was created earlier.

Adding and Editing Locations

New locations added with new events are automatically added to the locations area. Once a location is added, you cannot edit it from the events tab, you can only edit it under Locations.

You can both add and manage locations on the Locations tab.  

The Locations Tab, with a list of sample test locations.

As with the Events tab, you can include a description, photos, and search optimization for your location. This is where you can also add information about your location. I recommend including the contact information and website details under the custom fields area, as this will ensure that the information is pulled in on the events list.  Below is an example of a location with the details filled in. (Note that the description includes placeholder text).

A sample location, with the custom fields filled in with the location details.