Skip to main content

​
Creating Events

Events are powerful tools for organizing special gatherings that need more than just scheduling. Whether it’s a multi-day conference, a weekend retreat, a workshop, or any special gathering, events provide registration forms, check-in systems, and logistics management all in one place.
Platform: Event creation and full admin are on the web app. The mobile app can view events and open Operations for users with event dashboard permissions (Owner, Org Admin, or granular services/registration/logistics access), but creating events requires the web.

​
Creating an Event

  1. Click Calendar in the top navigation
  2. Click the Events sub-tab
  3. Click Add Event (Owners and Organization Admins only)
  4. Choose an event template (optional):
    • Blank Event - Start from scratch
    • Conference - Multi-day with housing, transportation, and meals pre-enabled
    • Retreat - Housing and meals pre-enabled
    • Workshop - Single day, minimal logistics
  5. Fill in the event information:
    • Event Name (required)
    • Start Date (required)
    • End Date (required)
    • Location (optional)
  6. Click Create Event
You’ll be taken to the Event Dashboard for the new event.
Tip: Templates pre-enable logistics features. Change them after creation in Event Dashboard → Logistics → Enable Services (Owner/Org Admin).

​
Editing Event Details (Owner / Org Admin only)

  1. Click Calendar → Events
  2. Click on your event to open the Event Dashboard
  3. Click Settings in the dashboard header (or open the Settings tab)
  4. Modify event name, dates, location, status, or visibility
  5. Save your changes

​
Event Status

  • Draft - Still being set up; not open for public registration
  • Published — Event is live (default on create). Public registration requires a saved registration form; open/close dates are optional (with neither set, registration stays open while published).
  • Active - Event is currently happening
  • Completed - Event has finished
  • Archived - Historical reference

​
Event Visibility

  • Private - Only visible to organization members
  • Public - Registration link can be shared externally
New events default to Published status and Private visibility. Change to Draft if you want to finish setup before opening registration.

​
Deleting an Event (Owner / Org Admin only)

  1. Open the Event Dashboard
  2. Click Settings in the header (or open the Settings tab)
  3. Click Delete Event
  4. Confirm the deletion
Deleting an event cannot be undone. This removes the event, all registrations, event services, and all logistics data.

​
Event Templates Explained

​
Blank Event

No pre-configured settings. Start from scratch.

​
Conference Template

Pre-enables Housing, Transportation, and Meals assistance.

​
Retreat Template

Pre-enables Housing and Meals (Transportation disabled).

​
Workshop Template

No logistics pre-enabled — registration and services only.

​
Best Practices

  1. Plan ahead - Create events early for registration and logistics setup time
  2. Use templates - Match template to event type
  3. Set dates carefully - Verify start and end dates
  4. Review default status - Events are Published by default; switch to Draft if setup isn’t ready
  5. Use public visibility - For events open to people outside your organization