Managing Events
The Events section of the admin dashboard is where you create events, configure ticket types, track registrations, and manage check-in volunteers.
Viewing your events
Section titled “Viewing your events”- Click Events in the sidebar.
- You’ll see a table listing all your events with columns for name, date, location, published status, and active status.
- Use the Search box to filter events by name.
- Click a column header (Name or Date) to sort the list.
- Use the pagination buttons at the bottom to navigate through pages.
Creating an event
Section titled “Creating an event”- On the Events page, click the Add Event button in the top right.
- Fill in the event details:
| Field | Description |
|---|---|
| Name | The event title that attendees will see. |
| Description | A short description of the event. |
| Event Type | Select a category for the event (e.g., “Meeting”, “Social”). Manage event types with the Manage Types button. |
| Location | Where the event takes place. |
| Slug | A URL-friendly identifier (e.g., annual-gala). Your webmaster uses this to embed the registration component. |
| Event Start / End | The date and time of the event. |
| Registration Begin / End | When registration opens and closes. Leave blank for no restriction. |
| Max Attendees | Maximum number of attendees. Leave blank for unlimited. |
| Published | Check this box to make the event visible through the API. Unpublished events are hidden from the registration components. |
| Guest Registration | Check this to allow non-members to register. |
| Require Member Host | Check this to require guest registrants to select a sponsoring member. |
- Click Create to save the event.
Editing an event
Section titled “Editing an event”- Click an event name in the events list.
- Update any field on the event detail page.
- Click Save at the bottom of the form.
The event detail page also includes additional fields not shown during creation:
- Active — Controls whether the event accepts new registrations. Inactive events remain visible but registration is disabled.
- Refund Deadline — After this date, refunds are no longer available.
Managing tickets
Section titled “Managing tickets”Every event needs at least one ticket type. Tickets are listed in the Tickets section on the event detail page.
Each ticket has:
| Field | Description |
|---|---|
| Name | Ticket display name (e.g., “Member Ticket”, “Guest Ticket”). |
| Eligibility | Who can purchase: Member, Guest, or blank (anyone). |
| Base Price | The default price in dollars. Set to $0.00 for free tickets. |
| Active | Whether this ticket is available for purchase. |
To edit a ticket, click its name in the table.
Tracking registrations
Section titled “Tracking registrations”The Registrations section on the event detail page shows everyone who has registered.
Each row shows:
| Column | Description |
|---|---|
| Registrant | The name or email of the person who registered. Click to view details. |
| Guests | Number of guests included in this registration. |
| Status | confirmed, pending, or declined. |
| Payment | Paid, No Charge, or Pending. |
| Date | When the registration was created. |
Click a registrant’s name to view full registration details, including individual attendees and their check-in status.
Check-in volunteers
Section titled “Check-in volunteers”You can invite volunteers to help with check-in at the event. Volunteers receive a special link that gives them access to the check-in interface without needing an admin account.
Inviting a volunteer
Section titled “Inviting a volunteer”- Scroll to the Check-In Volunteers section on the event detail page.
- Click Invite Volunteer.
- Enter the volunteer’s name and (optionally) their email.
- Click Generate Link.
- Copy the generated link and share it with the volunteer.
The link expires automatically. You can revoke a volunteer’s access at any time by clicking Revoke next to their name.
Opening check-in
Section titled “Opening check-in”Click the Open Check-In button to launch the check-in interface yourself.
Downloading an attendee report
Section titled “Downloading an attendee report”Click the Download Report button at the top of the event detail page to download a file listing all attendees and their status.
Deleting an event
Section titled “Deleting an event”- On the event detail page, click the Delete button.
- Confirm the deletion in the dialog that appears.
Warning: Deleting an event removes all associated registrations and tickets. This cannot be undone.