Tutorials
for
FestivalPro.

Tutorials




How to...

Please use the tutorial videos and articles below to help you set up and run your FestivalPro system.


If you need any help please click on the support tab once you login to your system, a support ticket will be created, and one of our team will get back to you.


Adding an Artist

How to add an artist:

1. Mouseover 'Artist' from the top green menu and select 'Add an Artist'.
2. On the page which appears, full in the information you have (more can be added as and when you would like).
3. Add a contact email and name to the artist so they can log in and view contracts and advances.
4. Click 'Add'.

Adding a custom Field

How to create a custom field:

To edit or create a custom field you must be logged in as a Config user.
1. First go to Fields - General.
2. On this page, you can see what fields are already on the system.


More...

Edit custom Fields

How to edit a custom field:

To edit or create a custom field you must be logged in as a Config user.
1. First go to Fields - General.
2. On this page, you can see what fields are already on the system.


More...

Add a form or Event Field

How to Add a Form or Event Field:

To edit or create a custom field you must be logged in as a Config.
1. For an event - go to 'Forms & Events'. (The only difference between the two is the ability to take money through an event, but not through a form).

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Edit an email template and send

How to Edit an Email Template and Send:

To edit or create an email template you must be logged in as a Config or Organiser user. These instructions are if you are logged in as an organiser.

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Change User access

How to Enable External User Login:

Please be aware this example is for an artist. The same applies to Staff, Vendors, Volunteers, Sponsors and Guests. The menus are similar for each, and each can be given access to the system in exactly the same way.


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How to link your STRIPE account


Please follow the instructions below to link your Stripe account to your Festival Pro system:



1. Login as your 'config' user. Go to 'Configuration' on the top menu and then click 'Connect Stripe'.

How to link your PAYPAL PRO account


Please find below where to find and put your API Keys for Paypal Pro. Paypal also have a help link 
HERE

1. Log in to your PayPal Live account.

paypal_account

2. Click on the Settings icon in the top right hand corner and then 'Account Settings'.

stripe_key

3. In the API access section, click Update.

stripe_account


4. Under NVP/SOAP API integration, click Manage API credentials.

stripe_account


5.  If you have already generated an API Signature, then View API Signature appears. Click that option to view or remove your existing API Signature (Go to Step 6).

If you do not already have a API Signature:
Select one of the following options, then click Agree and Submit.

Request API Signature – Select for API Signature authentication.

Note: If you are prompted to verify your PayPal account, then follow the on-screen instructions.

stripe_account


6. PayPal generates your API credentials as follows:

API Signature credentials include an API Username, API Password, and Signature, which does not expire. These values are hidden by default for added security. Click Show/Hide to toggle them on and off. When finished, click Done.

stripe_account


7.  Login to your Festival Pro system as Config. Go to Configuration > Configuration. Then click on the Accounts tab.

stripe_account


8. Scroll down to the PAYPALPRO-USERNAME, PAYPALPRO-PASSWORD, PAYPALPRO-SIGNATURE and insert the codes into the corresponding boxes.

stripe_account


More


How to Add an Artist

1. Mouseover 'Artist' from the top menu and select 'Add New'.
2. On the page which appears, full in the information you have (more can be added as and when you would like).
3. On the right you will find the first contact information. If you enter an email address - this will create a user. This will enable the artist or a representative to log in and fill out the advance, contract, see their itinerary or see any other form your have created for the artist user.
4. When you have finished click 'Add'.
5.Once the artist is added you can add more contacts. On the left of the Artist Detail screen there are a list of actions - select 'Add Contact'.

adding_an_artist

NB. Make sure the artist has access to the system. See how to add an artist points 3,4,5.

1. Find the artist via Artist > Search. Use the options on the search screen to find the artist the you wish to send an advance to. If a list of artists appears click on the artist name to bring up their details. Scroll to the bottom of this page and you'll find the contacts for this artist.

2. Click on the email address and this will take you to the send email screen. Choose 'Artist Advance' from the email template list. The email will automatically full with all the information from the artists details page.
If you want to change these templates - there is a button to the right where you can edit or add templates.


sendaform

An artist (or a representative of) can log in and full in details
3. They will be able to log and full in the form themselves, as well as view and sign off contracts.

sendaform2

View the form entry
4. Hover over 'Artist' on the top menu and click on 'Advancing Returns'.
5. Scroll to the artist and click 'View' and all the information gathered will display.

sendaform3

When either adding an artist or editing the artist you can set the stage, date, time and set duration. This will automatically add the performance to the calendar.

addingstagetime

view the festival calendar
Mouseover the 'Artist' option on the green menu and click on 'Show Festival Calendar'.

addingstagetime2

Change the stage times
You can move the performance by dragging it to the desired time. Or click on the edit button (shown below) and changing the times in the input boxes. 

addingstagetime3

The present volunteer form can be sent to anyone to fill out. Once they have, you can be sent an email notification and you can choose whether to accept or decline the offer.

addingavolunteer

Arrange the volunteers timetables

Once accepted you can arrange when and where the volunteers work by using the click and drag on the calendar or change them via their main details screen. 

organisingvolunteers

Hover over 'Guests' on the top green menu and click on 'Add New Guest'. On the screen which appears fill in the details like name, email and the amount of guests allowed.

addingaguest

A guest can log in and fill in the form:

After the guest is added you can send them an email (select the email template from the drop down). The email will use mail merge to autofill and contain their login details. They can fill in details like names, car registration and anything else you wish to gather from them. 

addingaguestlist

Adding a task
Under 'Production Manager' move the mouse over and click on 'Add'. This simple layout will appear where you can easily add a task with a much details as you like.

production2

Viewing the tasks:

Click on 'Show' and then the project you would like to view. The tasks in this project will appear, where you can edit the delivery date, status and assigned to.

production

Set up an event template:
Sign in as a Config user to change the page template.
1. Go to Files > Web Templates.
2. Then click 'Add Template'.
3. On this page insert a template name and the header and footer (in HTML) and the styling (CSS), then click 'Save'. If you need any help with this, please get in touch.

pagetemplate

Set up an event
1. Go to 'Organiser' > 'Events' and scroll to the event entitled 'Tickets'. Click on the yellow 'Settings' button.
2. On this page set the date, template and any other settings you'd like to alter and click save. (These can be changed at any time).

ticketssettings

Edit Ticket types and options
Scroll down the above page to the yellow button 'Form Fields'

ticketsoptions

Make sure your CSV spreadsheet is ready to import. (If you go to 'System' > 'Configuration' > 'Download Template' there is a CSV for you to download and input your information or get an idea of the layout).
Sign in as a Config and go to 'System' on the top green menu > 'Configuration' > 'Import CSV'.

import_data

Choosing your file
You'll land on this screen where you click on browse to find the file on your computer, then press 'Next'.

choosefile

Matching columns to fields
Upon landing on this screen you will see,to the left, two columns. The first one is a list of each column title you have in your CSV. The second column (containing drop-downs) are the fields in FestivalPro.

assignfields

If you click on a drop down, you can match what is there to your CSV - so 'Company Name' will match 'Company Name'. This is where you put the artist/band name, as well as the vendor names, contractors, etc.

assignfields2

Creating a new field
If one of your fields doesn't match what is already in FestivalPro -the top selection is '--- Create New Field ---', click on this option. A popup will appear for you to select the type of field and choose the name. When you have clicked on save, the field will be added.

newfield

Importing if there are already details in the system:
If you already have entries in the system and you are importing a CSV which may contain the same information, there is a drop down to choose what to do with duplicates.

duplicates

When this is done click 'NEXT'.
You will be directed to a page with the list of previous imports.


User flow charts


Here is a list of flow diagrams. We have put them together to show you the various ways the artists, vendors or volunteers can be go through the system. From entering their details to sending them advances and receiving deposits.

Artist Management flow diagram

Vendor Management flow diagram

Volunteer Management flow diagram

Contractor Management flow diagram

Sponsor Management flow diagram

User access


Below are the user types of the system with a brief description of what each can/can't do.

(IN) = Internal User - These would be members of your team who are helping organise the festival. They can edit different parts of the system, the contacts and companies.<br /><br />
 (EX) = External User - They are given a username and password but can only see the forms which are linked to them. EG an artist when they log in a can only complete their advance and agreement.

None (EX) - They can see only public forms. If they have bought tickets for an event they could have ambassador or reseller access where they can view and download the tickets they have bought.


Artist (EX) - By default they can log in and view the forms: Artists Advance Artists Agreement. They reach a landing page which has links to both. They can only see the information you have mail merged into the forms. It's best to add a contractor through Artist > Add Artist.

Artist Liaison (IN) - They can see the Statboard, Search, view, edit, contact, export all Artists. They can view and edit the forms: Artist Application, Artists Advance, Artists Agreement.

Contractor (EX) - When this user logs in they are directed straight to the Contractor Contract. They can only see the information you have mail merged into the forms. It's best to add a contractor through Contractor & Crews > Add Contractor. Crew (EX) - They reach a landing page which has a link to the Staff/Crew Tickets page. They can only see the information you have mail merged into the form. It's best to add a contractor through Contractor & Crews > Add Crew.

Guest (EX) - When this user logs in they are directed straight to the Guest Invite form. They can only see the information you have mail merged into the forms.

Organiser (IN) - This user has the second most privileges. They can see all parts of the system from Artists to Volunteers. The Organiser can edit, add, export and delete anything from these categories. They can edit the forms and see the registrations for each form and events. They can't see the Box Office side of the festival or create or delete fields.

Scanner (IN) - The Scanner user is to log in to the system to scan the tickets via the Festival Pro App.

Sponsor (EX) - When this user logs in they are directed straight to the Sponsor Payment form. They can only see the information you have mail merged into the forms.

Staff (EX)- When this user logs in they are directed straight to the Staff Contract form. They can only see the information you have mail merged into the forms.

Staff Manager (IN) - This user can see the Contractors & Crews, Volunteers, Production Manager areas of the system. They can edit, add and export the contractors, crew and volunteers.

Stage Manager (IN) - This user can see the Artist, Contractors & Crews, Volunteers, Production Manager areas of the system. They can edit, add and export the artists and venues.

Super Admin (IN) - Festival Pro staff user. This is for use to make any changes to your system setup.

Ticketing (IN) - This is a user for the Box Office. They can view the ticket bookings, contact customers, view the payments made, create discount codes and issue refunds. The ticketing login can also view the contact us and mailing list forms.

Vendor (EX) - By default they can log in and view the form: Vendor Contract. They reach a landing page which has a link to that form. They can only see the information you have mail merged into the forms. It's best to add a contractor through Vendors > Add Vendor.

Vendor Manager (IN) - They can see the Statboard, Search, view, edit, contact all Vendors. They can view the forms: Vendor Application Form, Vendor Contract. View, issue and search invoices and products.

View Only (IN) - This user can log in and search the system, but they can can view the details, not edit the information.

Volunteer (EX) - By default they can log in and view the form: Volunteer Payment Form. They can only see the information you have mail merged into the forms. It's best to add a volunteer through Volunteer > Add New Application or Add New. or they apply through the public form.

Volunteer Manager (IN) - This user can see the Volunteers, Production Manager, File areas of the system. They can edit, add, contact, organise and export the volunteers.

Web Design (IN) - This user can see the design section of the software. They can edit, and add landing pages and edit the HTML and CSS for the forms. They can view and upload to the the file areas of the system.


Contact us


Get in touch to discuss your requirement.

US: +1 213 451 3866 (USA)

AU: +61 (0)3 7018 6683 (Australia)

UK: +44 207 060 2666 (United Kingdom)


Or use our contact form  here.