MEMBERSHIP - Events 

 

This feature allows you to create an Event that you wish to hold for your organization, create a specific date (Instance) that it will be held, and assign it a Location.  

With this resource you can also add new attendees, message current ones, and add event details which will automatically be uploaded to your Event Registration Page. 

 
Event: 

 

This Folder is where you will create your new Event-Type (e.g., an Annual District Picnic or a monthly Union Meeting). 

 

From here you can… 

  • Give the Event a description 
  • View attendees for past and future Events of this Type 
  • View Communications that have been sent for this event 
  • Add any relevant Documents or Notes

 

 Click on the + button in the top-right corner of the Events window   

Create your new Event type (e.g. District Picnic or a monthly Union Meeting).   

Give your new Event a Name and Description.  

Click the Save button when finished.   

 

The Description field should give a detailed description of what the Event is.  This description will be uploaded to the Event Registration Page where people will sign-up for the Event.   The more concise information you provide about the Event, the better your response from your membership will be. 


Event Instance: 

 

This Folder is where you will associate a specific date, time, and location to your new Event. This will also use this Folder to publish this Event on your Event Registration Page (site where people can register to attend). 

 

From here you can… 

  • Assign detail to the Event: Date, Time, and Location 
  • Designate a set-limit to the number of Attendees 
  • Register new Attendees internally 
  • Message all registered Attendees 
  • View past messages sent to Attendees 
  • Select a Time-zone if the event is Virtual/ Remote 
  • Publish the Event on the Event Registration Page for enrollment 
  • Add a new Location for the Event  
  • Add any relevant Documents or Notes  

 

Create a new Event Instance to assign specific details about your Event, such as date, time, and Location.  

In the Event Instances window click on the + button.  

  • Select the Event-Type you just created from the Event* drop-down list.  

  • Designate a start and end Date and Time for your Event Instance.    

  • When finished, select the Published option from the Status* dropdown list.  

  • Click the Save button when finished.    

  

 Note: Events in Draft status will not show up on the webpage. Select Publish option in the Status dropdown list to post the Event on the Registration Page.  

This will automatically upload your new Event Instance on the Event Registration Page – The location of this page can be found on the Events page.   

 

Navigate to Events under Membership > Events.  

 You are also able to schedule multiple Event Instances if there is a specific event that occurs Daily, Weekly or Monthly. This can be done by selecting the Add Multiple button.  

 

Select the Event-type, Start Date, Start & End Time and Status.  

In the Recurrence Details section Users can select a Frequency (Daily, Weekly, or Monthly) and End Type (End Date or Recurrence Count).  

 
 For example, if the Frequency for Recurrence Details is Weekly, the user has the ability to select all days of the week that the Instance is occurring.  

 

When ready to review your recurrence instance select the Review & Save button to view the dates of your instances and the + Add button to save.  

  

 Now that you have Created and published your Event Instance you can:  

  • Assign it a Location  
  • Register new Attendees internally  
  • Message all registered Attendees (Attendees Tab)  
  • View past messages sent to Attendees (Communications Tab)  
  • Select a Time-zone if the event is Virtual/ Remote (Details Tab)  
  • Add any relevant Documents or Notes (Docs Tab & Notes Tab)  


Event Locations: 

 

This Folder is where you can create a new Location for your Events.  

 

From here you can… 


  • Specify the Location address and designate a contact (name, email, phone number)  

 

Fill out the Add New Location window that pops up. Click Save when finished. You can now designate a Maximum number of seats for your New Location.