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Learn how to use the platform along with some tips and tricks

Bypass automatic invoicing for certain vendors

Exempt specific vendors from an automatic per-booth fee, using a tag.


If your event charges an automatic per-booth fee,
some vendors may need to skip it. For example, a group who already paid for the whole event series
up front. Give those vendors a tag, then set that tag's fee to override the
booth fee with $0.00. Any vendor with the tag stops getting the automatic
fee; everyone else keeps paying it.

Tag the vendors to exempt

  1. Open Vendors in the side toolbar.

  2. Click a vendor's name, or the grey button next to it, to open their
    record.

    The vendor list, with a vendor's row

  3. In the Vendor Tags panel, click the pencil button.

    The vendor's record, with the pencil button on Vendor Tags

  4. Type a tag name — for example, free — and click Save.

    The tag "free" typed in, ready to save

The tag now shows on the vendor's record.

The "free" tag on the vendor's record

Repeat this for every vendor you want to exempt. They all need the same tag.

Note

If your market has a list of approved tags, only a tag from that list can
be added here. See Vendor Tag Management.

Set the tag's fee to zero

  1. Open Event Configuration in the side toolbar, then click Events.

    The Event Configuration menu, with Events highlighted

  2. Select the event or event series by clicking the grey overview button
    next to it.

    The active events list, with the arrow to open the event series highlighted

  3. Click Other Fees, then click the pencil button next to it.

    The Other Fees page, with the pencil that opens it for editing

  4. Under Vendor Tag Fees, click Add vendor tag fee.

  5. In Vendor tag, type the same tag name you used above — for example,
    free.

  6. Set Action to Override overall total.

  7. Set the price to $0.00.

    The Vendor Tag Fees section, with "free" set to override the total at $0.00

  8. Click Save other fees.

    The Save other fees button

Vendors with the tag now get no automatic fee for a booth. Vendors without
it are unaffected.

Important

This only changes pricing going forward. If a vendor already has a
booking priced under the old fee, it stays that way until you resync.
Open Other Fees or Scheduler and look for the banner saying fees
have changed since the last sync, then click Resync now to bring
their invoice up to date.

See it in Scheduler

Scheduling a vendor without the tag still creates the automatic booth fee.

The commit summary for a vendor's booth, with the automatic $25.00 fee

Scheduling a vendor with the tag does not — the price is overridden to
$0.00.

The commit summary for a tagged vendor's booth, with the fee overridden to $0.00

With nobody selected, the scheduling grid shows the difference: the booked
day with a fee has a draft invoice icon, the booked day without one has
none.

The scheduler grid, one booked day with a draft invoice icon and one with none

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