Recommended first-day setup
Use this path when you are setting up a new conference, annual meeting, or sponsor-heavy event for the first time.
Buy or activate your plan on tierbook.com
Use the customer portal to manage billing, retrieve the license key, review active sites, and download the latest plugin ZIP.
Install the WordPress plugin
Upload the ZIP in WordPress, activate TierBook, confirm WooCommerce is active for invoice/order flows, then open TierBook → Settings → License.
Connect the license
Paste the license key from your TierBook account. A connected license unlocks the CRM modules, package entitlements, private updates, and site activation tracking.
Configure the operating defaults
Set appearance/theme, API status, mail backend, fulfillment defaults, booth defaults, reservation defaults, and any event-wide sponsor portal instructions.
Create the event
Add the event title, dates, venue, and event-specific booth selection settings. This event becomes the container for deals, sponsors, booths, deliverables, invoices, and reports.
Add sponsors and contacts
Create sponsor company records, upload logos, import lists, de-dupe records, and mark primary, booth, product theater, or fulfillment contacts.
Build sponsor packages
Define the package label, tier, WooCommerce product/SKU, fulfillment templates, booth or reservation benefits, and public package description.
Create deals, invoices, and portal links
Move opportunities through the deal board, attach products, create invoices/orders, send payment links, and generate sponsor portal access.
Launch booth, reservation, and fulfillment workflows
Open booth selection windows by tier, invite eligible sponsors, collect reservation choices, and let sponsors upload logos, ads, decks, forms, and proof assets.
Report and renew
Use reports, sponsor value summaries, fulfillment exports, and activity logs to keep leadership informed and prepare renewals for the next event.
WordPress requirements
- WordPress 5.8 or newer.
- PHP 7.4 or newer.
- WooCommerce is recommended and required for invoice/order checkout flows.
- Elementor is optional and only needed for sponsor showcase widgets.
- No Node/Sass tooling is required on the installed WordPress site because compiled assets ship with the plugin.
Connect TierBook to tierbook.com
- Log in at tierbook.com/portal.
- Copy the license key from the customer portal.
- In WordPress, open TierBook → Settings → License.
- Paste the key, save, and run a check now.
- Use the normal WordPress updates screen for future private updates.
Company, sponsorship, deal, invoice, fulfillment
The most important adoption win is understanding what each record represents. TierBook separates long-lived sponsor data from event-specific activations so the same company can participate differently across events.
Sponsor company
The account-level record: legal name, display name, logo, website, contacts, notes, and duplicate-safe identity.
Sponsorship
The event-specific activation: the brand, tier, package, contact roles, and participation for one event.
Deal
The sales and operations container: stage, status, products, invoices, attachments, activity, and contacts.
Fulfillment item
The deliverable checklist item generated from a package or template: due date, status, upload requirements, approval, and reporting.
Best practice
Create one clean sponsor company record, then create event-specific sponsorship activations under it. This prevents logo/contact duplication while still letting the sponsor have a different brand, tier, contact, package, or booth status for each event.
What each TierBook area is for
Use this as the operating reference when training a new staff member.
| Area | Use it for | Typical actions | Primary owner |
|---|---|---|---|
| Dashboard | Current event health and high-level visibility. | Review sponsor counts, revenue, open actions, and quick links. | Leadership / ops |
| Events | Event records, dates, venue, booth settings, event-specific policies, and readiness checklists. | Create events, seed booth settings, manage event checklist, configure sponsor portal info. | Event manager |
| Sponsors | Company/account CRM, logos, contacts, imports, duplicate cleanup, and shared sponsor data. | Add/edit sponsors, import sponsors, upload logos, find duplicates, assign contact roles. | Sponsor manager |
| Packages | Sponsorship package/tier definitions that connect products, templates, and benefits. | Create packages, link WooCommerce products/SKUs, attach fulfillment templates, set active status. | Sales ops |
| Deals | Pipeline and sponsor opportunity management. | Move stages, update status, attach products, view invoices, upload files, log activity. | Sales |
| Invoices | Quote/invoice workflows tied to WooCommerce orders. | Create invoice, link order, email invoice, regenerate PDF, track paid/unpaid status. | Finance |
| Booths | Booth map setup, allocation, selection windows, and assignment workflows. | Upload map, draw booths, configure tier order, open selection, approve assignments. | Exhibits team |
| Reservations | Timed sponsor choices such as product theaters, sessions, ads, or other limited inventory. | Create campaigns, define slots, invite tiers, approve/reject selections, review logs. | Sponsor ops |
| Fulfillment | Deliverables and sponsor asset collection. | Create templates, generate items from package/invoice, send portal links, review uploads, export reports. | Fulfillment coordinator |
| Inbox & Communication | Email workflows, sponsor outreach, invoice messages, inbox caching, and cross-event recruitment. | Connect IMAP/SMTP or EmailEngine, send messages, test settings, reuse event sponsor lists. | Communications |
| Reports | Revenue, sponsor value, fulfillment, booth, registration, activity, and exportable rollups. | Filter by event/tier/status, export CSV/PDF, prepare sponsor and leadership summaries. | Leadership / finance |
| Settings | License, appearance, mail, API, webhooks, defaults, migrations, and technical configuration. | Connect license, enable API, create tokens, configure webhooks, run checks and migrations. | Admin |
Common workflow recipes
These are the repeatable plays most teams run every event cycle.
Create a new event
- Open TierBook → Events and add the event.
- Add venue, dates, and internal notes.
- Configure booth tier defaults and portal instructions.
- Import or create an event readiness checklist.
- Confirm the event appears in Dashboard filters and Reports.
Add or import sponsors
- Open TierBook → Sponsors.
- Add sponsors manually or run an import.
- Upload or find logos.
- Review duplicates before outreach.
- Assign contacts by role: primary, booth, product theater, fulfillment, finance.
Build a package and sell it
- Create or select a WooCommerce product/SKU.
- Open TierBook → Packages.
- Add package label, tier, public description, and internal notes.
- Link fulfillment templates and eligible booth/reservation benefits.
- Use the package on new deals and invoices.
Turn a sponsor into revenue
- Open the Deals Board.
- Create or open the sponsor deal for an event.
- Add products/package items and update stage.
- Create invoice or link WooCommerce order.
- Email invoice and track paid/unpaid status from the deal.
Open self-service booth choice
- Upload the booth map from the event page.
- Draw booth spaces and save.
- Define tier order, limits, dates, and policies.
- Invite eligible sponsors by tier.
- Approve selections and export booth reports.
Collect deliverables
- Create fulfillment templates for each package benefit.
- Generate items from the deal/package/invoice.
- Send the sponsor portal link.
- Review submissions and request changes when needed.
- Export fulfillment reports before print or onsite deadlines.
Manage scarce sponsor inventory
- Create a reservation campaign.
- Add slot types, limits, eligibility, and images if needed.
- Invite eligible sponsors.
- Review pending, approved, and rejected selections.
- Use activity logs to resolve timing questions.
Prepare next-event renewals
- Open reports and sponsor value summaries.
- Filter by prior event and tier.
- Review fulfillment completion, booth status, revenue, and engagement.
- Use Communication to reach sponsors from one event about another.
- Create the next event deal or renewal package.
Give sponsors one clean place to finish everything.
The sponsor portal is designed to reduce one-off emails. Sponsors can see next actions, event resources, invoices, booth/reservation status, and fulfillment items from a secure link.
Before sending a portal link
- Correct sponsor company and display brand.
- Primary contact email is accurate.
- Package/tier is selected.
- Invoices and payment links are current.
- Fulfillment items have clear titles and due dates.
- Booth and reservation eligibility is correct.
- Event resource links are sponsor-friendly.
- No internal notes are exposed.
Configure once, reuse every event
Most problems are prevented by setting clear defaults before staff begin importing sponsors or sending portal links.
License & updates
Connect the license, validate status, choose release channel when available, and rely on WordPress plugin updates for licensed downloads.
Appearance
Use TierBook appearance settings to align admin and portal surfaces to the brand without editing plugin CSS.
Configure SMTP/IMAP or EmailEngine, test connections, and confirm inbox fetching before invoice or sponsor campaigns.
Booth defaults
Set default tier order, booth allowances, additional booth rules, selection windows, and sponsor-facing instructions.
Fulfillment defaults
Define templates, upload requirements, due-date patterns, notification behavior, and approval expectations.
Data tools
Use migrations, dry runs, import templates, exports, and backups before major data moves or event rollovers.
Connect TierBook to the rest of your event stack.
TierBook exposes a token-authenticated tierbook/v1 REST API for integrations and supports outbound webhooks for high-value CRM events.
External REST API
- Enable in TierBook → Settings → API.
- Create API clients with scopes such as
events:read,sponsors:read,deals:read,invoices:read,fulfillment:write. - Use bearer tokens with the
tierbook_live_prefix. - Use pagination on list endpoints and event allowlists for scoped integrations.
Webhooks
- Create webhook destinations in Settings.
- Choose event types such as sponsor created, deal stage changed, invoice paid, fulfillment submitted, and fulfillment approved.
- Verify HMAC signatures in Zapier, Make, or your own middleware.
- Review recent delivery logs without exposing secrets.
curl https://events.example.com/wp-json/tierbook/v1/sponsors \ -H "Authorization: Bearer tierbook_live_••••"
Common issues and what to check first
Modules are blocked
Check Settings → License. A usable license is required for modules outside license settings. If the API is temporarily unreachable, confirm whether the cached grace state still allows access.
Updates do not appear
Confirm the license allows updates, the site activation is active, and WordPress can reach tierbook.com. The update metadata is cached, so run a manual check after changing license status.
Invoices do not connect to orders
Confirm WooCommerce is active, the product/SKU exists, the deal has the correct sponsor/event, and the invoice has not been detached from the deal.
Booth portal shows wrong availability
Check event-specific booth settings, tier windows, booth holds, pending requests, and whether the sponsor is assigned to the correct event sponsorship.
Emails are not sending or fetching
Use the test email and test EmailEngine tools. Check backend selection, credentials, last-fetch metrics, and host firewall rules.
Sponsor sees the wrong items
Verify sponsorship scope, contact email, portal token, linked deal, package/template mapping, and sponsor-safe portal previews before resending links.
Before you launch sponsor operations
Run this checklist before opening booth selection, sending fulfillment links, or accepting sponsor payments.
- License is connected and private updates are working.
- WooCommerce checkout and payment settings are tested.
- Mail backend sends and fetches successfully.
- Event record has correct dates, venue, timezone, and instructions.
- Packages are active and linked to correct products/SKUs.
- Sponsors are de-duplicated and contacts are role-labeled.
- Booth map is uploaded, booths are saved, and tier windows are tested.
- Reservation slots are accurate and eligibility is correct.
- Fulfillment templates produce the expected sponsor tasks.
- Sponsor portal preview shows only sponsor-safe information.
- Reports export clean CSV/PDF outputs.
- API clients and webhooks use least-privilege scopes/secrets.