[ADD] events: add documentation (#702)

events.rst

@@ -7,4 +7,5 @@ Events
 .. toctree::
    :titlesonly:
 
+   events/overview
    events/integrations

events/overview.rst

@@ -0,0 +1,11 @@
+========
+Overview
+========
+
+.. toctree::
+   :titlesonly:
+
+   overview/create_event
+   overview/tickets
+   overview/track_attendees
+   overview/track_talks

events/overview/create_event.rst

@@ -0,0 +1,101 @@
+=======================
+Create your First Event
+=======================
+
+Some of the reasons why hosting events is essential are:
+
+- To create an engaging experience with your audience;
+- To generate word of mouth about your company;
+- To allow networking;
+- To provide an opportunity for sales representatives to walk their prospects through the product
+  and even their pipeline.
+
+Get started
+===========
+
+Under the menu *Events*, have a view of all existing events and some key information, such as the
+number of expected and confirmed attendees.
+
+.. image:: media/events_dashboard.png
+   :align: center
+   :alt: Overview of events with the kanban view in Odoo Events
+
+To start a new one, click on *Create* and fill in the form with all the needed information. Enable
+*Website Menu* to have the menus *Introduction*, *Location*, and *Register* being shown on your
+event’s website page.
+
+.. image:: media/website_menu_field.png
+   :align: center
+   :alt: View of an event's form emphasizing the option website menu in Odoo Events
+
+To personalize these pages, click on *Edit* to open the
+`website builder <https://www.odoo.com/slides/slide/website-basics-643?fullscreen=1>`_, and edit
+content by dragging and dropping blocks.
+
+.. image:: media/website_edit.png
+   :align: center
+   :alt: View of an event's website page emphasizing the edit button for Odoo Events
+
+Tab: Tickets
+------------
+
+| Go to :menuselection:`Events --> Configuration --> Settings` and enable
+  :doc:`Tickets and Online Ticketing <tickets>`.
+| Now, under the *Tickets* Tab, add lines to include the different ticket types you offer. Include
+  the price, the start and end dates for registrations, and even the maximum number of tickets that
+  can be sold.
+| The *Reserved Seats* and *Unconfirmed Seat Reservations* are counted as attendees are marked as
+  :doc:`confirmed <track_attendees>` or not.
+
+.. image:: media/tickets_tab.png
+   :align: center
+   :alt: View of an event form emphasizing the tab tickets in Odoo Events
+
+Tab: Communication
+------------------
+
+| Choose the email and/or SMS message template, as well as the frequency with which you would like
+  to communicate with your attendees under the tab *Communication*.
+| Create a template on the fly or choose an existing one. Define the *Interval* (2, 7, 15..) for the
+  *Unit* (days, hours, weeks, etc.), and the *Trigger* action (after registration, after the event,
+  etc.).
+
+.. image:: media/communication_tab.png
+   :align: center
+   :alt: View of an event form and the tab communication in Odoo Events
+
+Tab: Questions
+--------------
+
+| Go to :menuselection:`Configuration --> Settings` and enable *Questions*.
+| Now, under the tab *Questions*, edit your questions and answers, choosing if you would like your
+  questionnaire to be asked per order or per registration.
+| Example of a registration for 3 attendees: if enabling the option *Ask each attendee*,
+  the questionnaire is shown 3 times, meaning that answers can vary for each attendee; if *Ask each
+  attendee* is not enabled, the questionnaire is shown once, resulting in a global answer.
+
+.. image:: media/questions_tab.png
+   :align: center
+   :alt: View of an event form and a question’s window opened in Odoo Events
+
+Once your event is *Confirmed*, you can manage attendees badges, and mark the event as
+*Finished*. Events marked as *Finished* can be *Set to draft*, putting the event back to an
+*Unconfirmed* stage from which it can be edited and used again.
+
+.. image:: media/set_to_draft.png
+   :align: center
+   :alt: View of an event’s form emphasizing the option set to draft in Odoo Events
+
+Publish your event
+------------------
+
+*Go to Website* and turn *Published* on.
+
+.. image:: media/publish_event.png
+   :align: center
+   :alt: View of a website page and the option to publish the event in Odoo Events
+
+.. seealso::
+   - :doc:`track_attendees`
+   - :doc:`tickets`
+   - :doc:`track_talks`

events/overview/tickets.rst

@@ -0,0 +1,53 @@
+===============
+Selling Tickets
+===============
+
+If you automate processes, you save time. If you give attendees multiple payment options to choose
+from, you allow flexibility and open margins for more registrations to happen.
+
+Configuration
+=============
+
+| Go to :menuselection:`Configuration --> Settings` and activate *Tickets* and *Online Ticketing*.
+| *Tickets* allow tickets to be sold :ref:`events/create_event/through_sales_orders`. *Online
+  Ticketing* allows the sale of tickets to happen :ref:`events/create_event/through_the_website`.
+
+.. image:: media/registration_tickets_online.png
+   :align: center
+   :alt: View of the settings page for Odoo Events
+
+.. _events/create_event/through_sales_orders:
+
+Through Sales Orders
+--------------------
+
+On the *Sales* application, choose the event product you created and add it as a product line. A
+window pops-up, allowing you to choose the event for which you want to create the sales order.
+
+.. image:: media/ticket_sales_order.png
+   :align: center
+   :alt: View of a sales order and the option to choose the event as the product line in Odoo Events
+
+.. important::
+   Remember to create a product form for the event registration, under *Product*, in the *Sales*
+   application, and to add that same product under your event’s form.
+
+   .. image:: media/tickets_product.png
+      :align: center
+      :alt: View of an event form highlighting the column product under the tab tickets in Odoo
+            Events
+
+.. _events/create_event/through_the_website:
+
+Through the Website
+-------------------
+
+On the website, once tickets are added to the cart, the user can continue the transaction choosing
+among the payment methods you chose to have available.
+
+.. image:: media/website_ticket_transaction.png
+   :align: center
+   :alt: View of website transaction for Odoo Events
+
+.. seealso::
+   - :doc:`../../general/payment_acquirers/payment_acquirers`

events/overview/track_attendees.rst

@@ -0,0 +1,46 @@
+====================
+Track your Attendees
+====================
+
+Attendees are at the heart of your event. Keeping track of their number and managing their
+registration and attendance is necessary for planning and analyzing reasons.
+
+Attendees list and attendance
+=============================
+
+| Once attendees have registered or bought their tickets, they are added to the *Attendees* list.
+| Tickets sold through sales orders validate attendees as soon as the quotation is confirmed.
+
+.. image:: media/attendees.png
+   :align: center
+   :alt: Overview of events with the kanban view in Odoo Events
+
+The check mark button is used to confirm the registration. Once a registration is confirmed,
+attendance can be marked.
+
+.. image:: media/attendees_registration.png
+   :align: center
+   :alt: Overview of events with the kanban view in Odoo Events
+
+Bagdes and cancellations
+------------------------
+
+On the attendees form, choose to send badges manually by clicking on *Send By Email*. *Cancel
+Registration* to have that attendee being moved to the *Cancelled* stage.
+
+.. image:: media/emails_and_cancel_registration.png
+   :align: center
+   :alt: View of an attendee form emphasizing the send by email and cancel registration in Odoo
+         Events
+
+To see a list of your canceled attendees, under *Filters*, add a *Custom Filter* choosing *Status
+> is > Cancelled*.
+
+.. image:: media/filters.png
+   :align: center
+   :alt: View of a list of the canceled attendees using the filters in Odoo Events
+
+.. seealso::
+   - :doc:`../integrations/integration_sms`
+   - :doc:`tickets`
+   - :doc:`track_talks`

events/overview/track_talks.rst

@@ -0,0 +1,49 @@
+======================
+Track and Manage Talks
+======================
+
+Allow partners to submit talk proposals so they can share their knowledge and expertise. Good
+speakers and talks are what make your event great.
+
+Configuration
+=============
+
+| Go to :menuselection:`Events --> Configuration --> Settings` and enable *Schedule & Tracks*.
+| Now, in your event's form, once *Website menu* is enabled, the options *Tracks on Website* and
+  *Track Proposals on Website* become available. Enabling them adds the menus *Talks*,
+  *Talk Proposals*, and *Agenda* to your website.
+
+.. image:: media/track_proposals_website.png
+   :align: center
+   :alt: View of an event form and the options to track and propose speaker in Odoo Events
+
+Besides having the ability to suggest their own talks, the website now allows users to see a list of
+the whole agenda and scheduled talks.
+
+.. image:: media/website_menus.png
+   :align: center
+   :alt: View of the published website and the menus talks, talk proposal and agenda in Odoo Events
+
+.. tip::
+   To handle tracks internally and not have the menus *Talks*, *Talk Proposals*, and *Agenda*
+   online, use the menu *Tracks* individually.
+
+Publishing speaker proposals
+----------------------------
+
+Once partners have filled in the appropriate form and submitted their proposals, a new *Proposal* is
+instantly created under the menu *Track*.
+
+.. image:: media/proposals_list.png
+   :align: center
+   :alt: View of the talks’ proposals page emphasizing the column proposal in Odoo Events
+
+If the proposal is accepted and can go online, simply open its form and click on *Go to Website*.
+From the website page, turn *Published* on.
+
+.. image:: media/publish_speakers.png
+   :align: center
+   :alt: View of the website page to publish a proposed talk for Odoo Events
+
+.. seealso::
+   - :doc:`../integrations/integration_sms`