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User Guides

Creating an event

An event is a course, workshop, field day, or webinar your firm runs. Creating it adds it to Events › Association events and as a member of Managed events in the left panel, so its tickets, attendees, and invitations stay together.

Jump to:

Create the event​

EventsAssociation eventsAdd new event

  1. Type the event's name at the top.
  2. Fill in the Details tab. See the table below.
  3. Check the Permissions tab.
  4. Add the tickets you offer on the Ticket types tab. See Ticket types.
  5. Click Save.

The venue is the address where the event takes place.

The Details tab​

FieldWhat it is
VenueThe street address, city, state, zip code, and country where the event takes place.
Event FlyerA file with the event's flyer, to share with attendees.
Event ThumbnailA small image of the event.
Start, EndThe date and time the event starts and ends. Use the calendar and clock buttons to pick them.
Display on websiteYes, No, or Not specified: whether the event shows on your firm's website.
ColorThe event's color.
DescriptionWhat the event is about and who it is for.

The Permissions tab​

The tab lists the users and groups who can see the event. To add more, type a name in Add permissions to more users or groups.

After you save​

The event appears in Association events with its start, end, and Display on website, and under Managed events in the left panel. Select it there to open its page. Copy on the event page makes a copy of the event, for an event you run again.

Your firm's options for every event, such as web registration and member pricing, are in Event tickets settings.

Example: a stormwater workshop​

A firm runs a half-day stormwater compliance workshop for site managers. The coordinator creates the event with the training room's address, the date from 8:30 AM to 1:00 PM, and a short description. She keeps Display on website at Yes, adds two ticket types, and saves.

What you can do next​

  1. Ticket types to set up the tickets.
  2. Inviting attendees to send the invitation.
  3. Events for how the Events Manager fits together.
  4. Event tickets settings if you're an administrator setting your firm's options for every event.
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