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9.5 KiB
ReStructuredText
266 lines
9.5 KiB
ReStructuredText
:show-content:
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======
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Events
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======
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Explore the various aspects of the Odoo **Events** detailed dashboard, and useful settings, that can
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be utilized to generate and gather valuable data about events (and their attendees), which can then
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be used to improve decision-making and event-planning.
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.. seealso::
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`Odoo Tutorials: Events <https://www.odoo.com/slides/surveys-63>`_
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.. cards::
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.. card:: Create events
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:target: events/create_events
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Discover how to create events with Odoo.
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.. card:: Sell event tickets
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:target: events/sell_tickets
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Learn how to create, configure, and sell event tickets.
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.. card:: Track and manage talks
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:target: events/track_manage_talks
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See how to create, track, and manage event tracks with Odoo.
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.. card:: Event templates
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:target: events/event_templates
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Expedite the event-creation process with event templates.
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.. card:: Event tracks
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:target: events/event_tracks
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Learn how to create, track, and manage event tracks with Odoo.
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.. card:: Event booths
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:target: events/event_booths
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Create, manage, and sell event booths.
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.. card:: Registration Desk
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:target: events/registration_desk
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Instantly grant access to event attendees with Odoo's Registration Desk feature.
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.. card:: Revenues report
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:target: events/revenues_report
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Analyze the financial success of events with Odoo.
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Events dashboard
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================
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When the **Events** application is opened, Odoo reveals the main :guilabel:`Events` dashboard, which
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can be viewed in a number of different ways. Those different view options are accessible from the
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:guilabel:`Events` dashboard in the upper-right corner, via a series of view-related icon buttons.
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By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-view-kanban`
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:guilabel:`Kanban` view, which is populated with a variety of pipeline stages.
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.. image:: events/kanban-dashboard.png
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:align: center
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:alt: Overview of events setting with the kanban view in Odoo Events.
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This view showcases all the events in the database in their respective stages. By default, the
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stages are: :guilabel:`New`, :guilabel:`Booked`, :guilabel:`Announced`, :guilabel:`Ended`, and
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:guilabel:`Cancelled`.
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.. note::
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The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by default, and located to the
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right of the other stages.
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On each event card, find the scheduled date of the event, the name of the event, the location, the
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number of expected :guilabel:`Attendees`, any scheduled activities related to the event, the status
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of the event, and the person responsible for the event.
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To quickly add a new event to a pipeline, click the :icon:`fa-plus` :guilabel:`(plus)` icon at the
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top of the stage to which the event should be added to reveal a blank Kanban card to fill out.
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.. image:: events/blank-kanban-card.png
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:align: center
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:alt: Typical blank kanban card to fill out in the Odoo Events application.
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In this blank Kanban card, enter the name of :guilabel:`Event`, along with the start and end
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:guilabel:`Date` and time.
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Then, either click :guilabel:`Add` to add it to the stage and edit it later, or click
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:guilabel:`Edit` to add the event to stage and edit its configurations on a separate page.
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Each event card can be dragged-and-dropped into any stage on the Kanban pipeline, providing easy
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organizational access.
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Settings
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========
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To access the event settings and feature options in Odoo **Events**, navigate to
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:menuselection:`Events app --> Configuration --> Settings`. From here, tick the checkboxes beside
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the desired settings and/or features, and click :guilabel:`Save` to activate them.
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Events section
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--------------
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In the :guilabel:`Events` section of the :guilabel:`Settings` page, there are selectable features
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that can be enabled to add various elements to events created with the Odoo **Events** application.
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.. image:: events/settings-events-section.png
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:align: center
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:alt: The Events section on the Odoo Events settings page in the Odoo Events application.
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The :guilabel:`Schedule & Tracks` feature allows users to manage and publish a schedule with tracks
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for events. *Tracks* is a catch-all term that refers to talks, lectures, demonstrations,
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presentations, and other similar elements that users may choose to include as part of an event.
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When the :guilabel:`Schedule & Tracks` feature is enabled, two additional fields appear beneath it:
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:guilabel:`Live Broadcast` and :guilabel:`Event Gamification`.
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The :guilabel:`Live Broadcast` feature lets users air tracks online, via a *YouTube* integration.
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The :guilabel:`Event Gamification` feature lets users share a quiz after any event track, in order
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for attendees to gauge how much they learned from the track they just saw/heard. Companies can also
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benefit from this feature, in that the subsequent responses and results of the quizzes can help
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determine where a company's strengths and weaknesses are, when it comes to their presentations.
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Next, is the :guilabel:`Online Exhibitors` feature. This feature allows users to display sponsors
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and exhibitors on event pages, which can serve as a valuable incentive to encourage partners and
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businesses to participate in the event.
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The :guilabel:`Jitsi Server Domain` field represents an external conferencing service that is
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integrated with Odoo. It is what is used to create and host virtual conferences, community rooms,
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and other similar elements for events.
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The :guilabel:`Community Chat Rooms` feature allows users to create virtual conference rooms for
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event attendees, providing them with a centralized place to meet and discuss anything related to the
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event.
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Lastly, there is the :guilabel:`Booth Management` feature. This feature provides users with the
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ability to create and manage event booths and booth reservations. When enabled, users can create
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different booth tiers, with individual price points, and sell them to interested parties.
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Registration section
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--------------------
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The :guilabel:`Registration` section of the :guilabel:`Settings` page provides selectable settings
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that are directly related to event registration.
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.. image:: events/settings-registration-section.png
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:align: center
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:alt: The Registration section in the Odoo Events settings page in the Odoo Events application.
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The :guilabel:`Tickets` setting allows users to sell event tickets, via standard sales orders.
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The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket* product type on product
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forms, which provides users with the ability to sell event tickets online, via their
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website/eCommerce store.
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Attendance section
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------------------
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In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, there is a selectable
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setting that is directly related to how attendees can attend/enter the event.
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.. image:: events/settings-attendance-section.png
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:align: center
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:alt: The Attendance section in the Odoo Events Settings page in the Odoo Events application.
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The :guilabel:`Use Event Barcode` setting, when activated, enables barcode (and QR code) scanning
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for attendees to enter the event. This provides attendees with quick access, and helps Odoo users
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easily track, manage, and analyze all event attendees.
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The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event Barcode` setting, is
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set to :guilabel:`Default Nomenclature`, by default, but can be changed at any time.
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Create events
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=============
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With Odoo **Events**, events can be manually created from scratch or built off of pre-made
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templates.
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Once launched, the **Events** application then integrates with the **Website** app for the front-end
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promotion and registration of the event for attendees, the **Sales** app for the purchasing ability
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of paid tickets, and the **CRM** application through customizable lead generation rules.
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.. seealso::
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:doc:`events/create_events`
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Sell event tickets
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==================
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Create custom ticket tiers (with various price points) for potential event attendees to choose from,
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directly on the event template form, under the *Tickets* tab.
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Odoo simplifies the ticket-purchasing process by providing plenty of payment method options, as
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well.
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.. seealso::
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:doc:`events/sell_tickets`
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Track and manage talks
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======================
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Discover how to access various event tracks (talks, presentations, etc.), view entire agendas, and
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learn how attendees can propose talks for the event.
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.. seealso::
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:doc:`events/track_manage_talks`
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Event templates
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===============
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Learn the process to customize and configure event templates, which can be used to expedite the
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event-creation process.
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.. seealso::
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:doc:`events/event_templates`
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Event booths
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============
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Explore the various ways to create, manage, and sell event booths with the Odoo **Events**
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application.
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.. seealso::
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:doc:`events/event_booths`
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Event tracks
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============
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Find out how to create, manage, and schedule different experiences (aka *Tracks*) for events with
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Odoo.
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.. seealso::
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:doc:`events/event_tracks`
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Registration desk
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=================
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Grant access to event attendees quickly and easily with the Odoo **Events** *Registration Desk*
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feature.
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.. seealso::
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:doc:`events/registration_desk`
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Revenues report
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===============
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Gain invaluable insight into event-related revenues with customizable reports and metrics.
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.. seealso::
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:doc:`events/revenues_report`
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.. toctree::
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events/create_events
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events/sell_tickets
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events/track_manage_talks
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events/event_templates
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events/event_booths
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events/event_tracks
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events/registration_desk
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events/revenues_report
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