EventR FAQ's
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EventR App Questions.
To add a new itinerary in the app, go to the Itinerary tab and tap the Edit button. Scroll to the bottom of the Edit Itinerary page and select Add New Itinerary to create a new one. See this video.
When you’re on the Home tab, go to the Itinerary section and click on the edit icon in the bottom right of the screen. From there, you can make edits to the itinerary.
There are multiple ways to add users to EventR. In the app, go to the Team page and tap the button in the bottom right corner. You can add team members via QR Code, URL, or by sending an email invite.
Another way is by going to Edit Itinerary, selecting Team Members, and then tapping the plus person icon in the top right to add team members through there.
From the home screen, go to Edit Itinerary and select Activities. Tap the Edit button on the activity you want to update, then scroll to the bottom and select Edit Bookings. Choose the relevant booking, check or uncheck the people you want to add or remove, and then tap Done to save the changes.
Go to the Team page (third tab), expand the team section, and select a team member. Everything they are attached to will appear there.
From the home page, go to the Summary tab and find the option that says “Sync Calendar to Device”. Then, toggle between options on the right side of the screen to sync your calendar. A pop-up will appear asking to “Sync Calendar”—select Yes. Please also ensure that your phone is synced with iCloud.
You can swipe left and right on the navigation bar at the top of the app to quickly switch between multiple itineraries.
Within the activity cards, tap on the date, and it will change to show a countdown, letting you see exactly how much time is left until the activity starts.
On the Summary page, under General, where it shows the time the itinerary was last updated, you can press the information icon. This will display the itinerary version number.
Within the Maps feature, you can see your current location, share your live location, view activity locations, and explore other parts of the itinerary when a location has been added.
You can share your location with staff by tapping the Location button in the navigation bar. This will give you the option to share your location for at least 15 minutes.
Alternatively, you can go to the Map screen and share your location from there.
All past information can be found by scrolling to the bottom of your itinerary and tapping “See Past Entries”. Alternatively, it is also visible in the Summary View of the same screen.
Tap the clock button in the top right corner of the screen. This will display a small flag indicating the location you are in and adjust the event times accordingly.
A Share Link is a URL that allows others to join the itinerary. If you send this link to a group, each member can use it to join, and their access requests will appear on the Account page under “Access Requests”
In the nav bar, tap the burger menu icon in the top left to access all existing itineraries, where you can view both current and past ones. From here, you can delete and remove itineraries from your app.
Coordinator Hub Questions.
In the EventR Coordinator Hub (ECH), you can add users manually or upload them via CSV in the “Users” section. Once added, select the checkbox next to each user to send a welcome email and complete the setup process.
Yes! To hide an itinerary, go to the itinerary you want to hide and click the eye icon with a line through it. Then, select “Update App” to apply changes. The itinerary will no longer be visible to app users.
The easiest way is to create a template itinerary with all the event details and save it. When setting up a new event, create a new itinerary and select “Copy” to duplicate the template. You can then update the start time and make any necessary changes while keep all other datials intact.
A guest link is a special URL that can be shared publicly to promote your event. It allows users to build custom trips around the event. We use guest links on https://eventr.softpauer.com/upcoming-events/ for this purpose. It’s recommended that itineraries created using guest links only include activities, as they’re meant to give users a simple way to plan around the event.
To approve join requests, you need to be logged into the app as an administrator. Simply go to Account > Access Requests, where you can review and approve the request.
If you mark the item as “Private”, only people assigned to that specific activity, flight, or event, along with administrators of the ECH, will be able to see it. This ensures that it stays hidden from everyone else.
To ensure the user can see the itinerary in the app, please check the following:
- Add users to the itinerary on the Event Information page at the bottom.
- Enable the itinerary by selecting the eye icon at the top.
- Press “Update App” to send the changes to the app from the ECH.
Ensure the user is attached to a flight booking, make sure the flight is not marked as pending, and press Update App after saving.
If you mark it as pending it will not appear in the app.
Make sure the Event’s timezone is set to where the event is happening. That way all times will default to that timezone. You can override any timezone in the ECH by selecting the country and changing it. If the country is in bold, it is not considered to be in the event’s default timezone.
For Enterprise users with sufficient permissions, there should be an “Add cost” button next to each booking.
Enterprise users can use the Administration section to change the permissions granted to each type of user, and create new roles if required.
Change the state to pending and it will not appear. If you need to hide the whole Itinerary you can do this from the Event Information page.
General EventR Questions.
See our version page. Enterprise features can be unlocked by contacting eventr-sales@softpauer.com