CEM – Installation

Installing Caz Event Manager Pro

Caz Event Manager Pro is a WordPress event booking and management plugin for WooCommerce.

It turns WooCommerce products into bookable events and adds event-specific tools for capacity management, attendee management, QR-code tickets, check-in, waitlists, walk-in bookings and event-day staff management.

This guide explains how to install Caz Event Manager Pro and complete the initial configuration.

Requirements

Before installing Caz Event Manager Pro, make sure your website has:

  • WordPress 5.5 or later
  • WooCommerce
  • PHP 7.4 or later
  • Administrator access to WordPress

WooCommerce is required because Caz Event Manager uses WooCommerce products and the normal WooCommerce checkout process for event bookings.

Step 1 — Download Caz Event Manager Pro

Download the Caz Event Manager Pro ZIP package provided by Cazgrae.

Keep the ZIP file intact. WordPress can install the plugin directly from the ZIP package.

Do not extract the ZIP before uploading it through WordPress.

Step 2 — Install the Plugin

Log in to your WordPress administration area.

Go to:

Plugins → Add New

Select:

Upload Plugin

Choose the Caz Event Manager Pro ZIP file.

Click:

Install Now

WordPress will upload and install the plugin.

When installation is complete, select:

Activate Plugin

Caz Event Manager Pro is now installed.

Step 3 — Confirm WooCommerce Is Active

Caz Event Manager Pro requires WooCommerce.

If WooCommerce is not installed and active, install and activate WooCommerce before attempting to create events.

Caz Event Manager uses WooCommerce products as events, and customers complete bookings through the normal WooCommerce checkout process.

Step 4 — Check the Caz Events Menu

After activation, a new:

Caz Events

menu appears in the WordPress administration area.

This is the main administration area for Caz Event Manager Pro.

The menu provides access to the event-management functions and plugin settings.

Step 5 — Configure Caz Event Manager Settings

Go to:

Caz Events → Settings

The Settings area provides the main configuration options for the plugin.

General

The General settings allow you to configure the terminology used by Caz Event Manager.

The default terminology uses:

Workshop / Workshops

You can change this to terminology that better suits your business.

For example:

  • Class / Classes
  • Session / Sessions
  • Event / Events
  • Course / Courses
  • Activity / Activities

The selected terminology is used throughout the plugin.

Public Bookings Page

Caz Event Manager automatically creates a public bookings page when the plugin is first activated.

The default page is:

Book a Workshop

The page contains the Caz Event Manager public event listing.

You can change which WordPress page is used from:

Caz Events → Settings → Public Bookings Page

The public page uses the:

[caz_events]

shortcode.

Email Settings

The Email settings control the sender information and event-related email templates used by Caz Event Manager.

You can configure:

  • From name
  • From email address
  • Cancellation email
  • Waitlist notification email

The available email placeholders include:

{first_name}
{event_title}
{event_date}
{refund_amount}
{booking_url}
{site_name}

These placeholders allow event information to be inserted automatically into emails.

Waitlist

The Waitlist setting allows the site’s waitlist functionality to be enabled or disabled.

When enabled, customers can join the waitlist when an event reaches capacity.

Staff can then notify people on the waitlist when a place becomes available.

Check-In

The Check-In setting controls the scanner sound effect.

The sound can be switched on or off according to the needs of the event staff.

Step 6 — Create Your First Event

Caz Event Manager events are created using WooCommerce products.

Go to:

Products → Add New

or edit an existing WooCommerce product.

Enter the product information normally.

Then locate the:

Event Details

meta box.

Configure the event’s:

  • Event date
  • Start time
  • End time
  • Location
  • Capacity

These settings define the event that will be managed by Caz Event Manager.

Step 7 — Add the Workshop Product Tag

For an event to appear on the public Caz Event Manager bookings page, the product needs to use the:

workshop

product tag.

Add the workshop tag to the WooCommerce event product.

The tag is used by the public event listing to identify products that should be displayed as Caz Event Manager events.

If you have changed the plugin’s event terminology, the public-facing label may use your configured terminology, but the product tag used by the current plugin remains:

workshop

Step 8 — Publish the Event

Once the Event Details and WooCommerce product information have been configured:

  1. Check the event date.
  2. Check the start and end times.
  3. Check the location.
  4. Check the capacity.
  5. Check the product price.
  6. Confirm the workshop product tag is assigned.
  7. Publish the product.

The event is now available through the public bookings page.

Step 9 — Check the Public Bookings Page

Open the public bookings page created by Caz Event Manager.

The default page is:

Book a Workshop

The page uses:

[caz_events]

to display upcoming events.

Events can be displayed with booking states including:

  • Book
  • Join Waitlist
  • Sold Out

This gives customers a central location from which to browse available events.

Step 10 — Test the Booking Process

Before accepting real customer bookings, complete a test booking.

Check that:

  • The event appears on the public bookings page.
  • The event information is correct.
  • The booking button works.
  • The product can be added to the WooCommerce cart.
  • WooCommerce checkout works correctly.
  • The order is created.
  • The booking appears in Caz Event Manager.
  • The attendee appears in the event’s attendee list.
  • Capacity is updated correctly.

Testing the complete booking process is recommended before promoting the event publicly.

Setting Up Staff Access

Caz Event Manager Pro provides a dedicated:

CEM Staff

WordPress role.

This role is intended for staff who need to manage events without having access to the complete WordPress administration area.

To create a staff account:

  1. Go to Users → Add New.
  2. Create the WordPress user account.
  3. Assign the CEM Staff role.
  4. Save the user.

CEM Staff users receive access to the Caz Event Manager functions required for event operations while being restricted from unrelated WordPress settings.

The mobile-friendly staff interface is particularly useful for event-day operations such as attendee management and QR-code check-in.

What Is Created During Installation?

Caz Event Manager Pro automatically creates the public bookings page during activation.

The default page is:

Book a Workshop

The page contains:

[caz_events]

This means you do not need to manually create a page and add the shortcode before testing the plugin.

If you want to use a different page, select it from:

Caz Events → Settings → Public Bookings Page

After Installation

Once the plugin is installed and configured, the recommended setup sequence is:

1. Install WooCommerce

↓

2. Install and activate Caz Event Manager Pro

↓

3. Open Caz Events → Settings

↓

4. Configure terminology and public bookings page

↓

5. Configure email and waitlist settings

↓

6. Create a WooCommerce product

↓

7. Configure Event Details

↓

8. Add the workshop product tag

↓

9. Publish the event

↓

10. Test a customer booking

↓

11. Check the attendee record

↓

12. Configure staff access if required

Your site is then ready to manage event bookings with Caz Event Manager Pro.

Troubleshooting

Caz Events does not appear

Confirm that:

  • Caz Event Manager Pro is activated.
  • You are logged in with an account that has the required permissions.
  • WooCommerce is installed and active.

The public bookings page does not show my event

Check that:

  • The WooCommerce product is published.
  • The product has been configured using the Event Details meta box.
  • The product has the workshop product tag.
  • The product is available to customers.
  • The correct page is selected under Caz Events → Settings → Public Bookings Page.

The Book a Workshop page is missing

Caz Event Manager creates the public bookings page during activation.

If the page is not available, check:

Caz Events → Settings → Public Bookings Page

You can select an existing WordPress page for the public bookings shortcode.

The required shortcode is:

[caz_events]

Customers cannot complete a booking

Check the WooCommerce configuration, including:

  • Product availability
  • Cart
  • Checkout
  • Payment gateway
  • WooCommerce order processing

Caz Event Manager uses the normal WooCommerce checkout process.

Staff cannot access the event tools

Confirm that the staff member has been assigned the:

CEM Staff

role.

Installation Checklist

Use this checklist when installing Caz Event Manager Pro:

  • WordPress installed
  • WooCommerce installed
  • PHP 7.4 or later
  • Caz Event Manager Pro installed
  • Plugin activated
  • Caz Events menu visible
  • Settings configured
  • Public bookings page confirmed
  • Email settings configured
  • Waitlist configured if required
  • Check-in sound configured if required
  • WooCommerce event product created
  • Event Details completed
  • workshop product tag added
  • Event published
  • Public booking page tested
  • Test booking completed
  • Attendee record checked
  • CEM Staff accounts created if required

Next Step

Once Caz Event Manager Pro is installed, the next step is to create an event.

An event is created from a WooCommerce product and configured using the Caz Event Manager Event Details settings.

See:

Creating an Event with Caz Event Manager Pro