Create an event

Events cover any gathering: fundraising galas, 5K walks, classes, workshops, board meetings.

Required fields

From the Events page, click + New Event. The same form opens from + Quick Create > Event.

• Event Name: what attendees will see.
• Event Type: the kind of event.
• Start and End date and time.

Optional fields

• Location: where it happens. You can also mark the event virtual and add a joining link.
• Status: Draft until you are ready to publish it.
• Capacity: how many people can register before the rest are waitlisted.
• Description: everything attendees need to know.
• Ticket price and fundraising goal: both are figures you record and report on. The ticket price does not charge anyone.
• Campaign or fund, so the event’s income shows in the right place in reports, plus any custom fields.

Managing the event

Saving opens the event, which has two tabs. Overview holds everything above; Registrations holds who has signed up and lets you check them in. Register attendees, email them, and track attendance from there.