Creating and Managing Events
Step-by-step guide to creating events, managing registrations, and tracking attendance.
Events are a core feature available on all plans. Admins with editor-level access or higher can create and manage events.
Creating an event
Navigate to Events
In the admin panel, click Events in the left navigation.
Click Add Event
Click the Add Event button to open the event creation form.
Fill in event details
Enter the event title, description, date, time, location (or virtual meeting link), and event type.
Set registration options
Configure whether the event is free or paid, the registration deadline, and the maximum attendee cap (optional). For a paid event, set the ticket price (and an optional early-bird price): see Paid Events: Selling Tickets.
Publish
Click Save. Members see only events whose Approval is Approved: an administrator who may approve events starts new events as Approved, so the event appears in the member portal straight away. Choose Draft (or Pending) in the Media & Settings tab to keep an event hidden while you prepare it, then set it to Approved or use Publish in the events list.
Managing registrations and attendance
Once an event is published, you can view the registration list from the event detail page in the admin panel. From here you can manually add attendees, export the registration list, and mark attendance.
Kind, category and web address
- What kind of event is it? Pick the closest one: meeting, annual or general meeting, workshop or training, social gathering, celebration, wedding, burial or condolence, reunion, fundraiser, sports, religious service, community service or other. It tells members what to expect.
- Category (for reports) is a fixed list, so the same kind of event is always counted the same way when you compare the year: welfare and bereavement, social and celebration, meetings and governance, fundraising and projects, education and training, sports and recreation, faith and religious, community service, other. Always pick from the list.
- Web address (slug) is made for you from the title, so you can leave it empty. If another event already uses it, a number is added.
Events members simply attend
For a burial, an open service or any event that needs no seat, open the 'Registration & Fees' tab and switch 'Members must register' off. Members then see 'No registration needed' and no Register button, and no seat count. A paid event always needs registration, because the ticket is created when a member registers.
More details for members
Use the 'More Details' tab to tell members the practical things they will ask about. Each detail has a heading and a note, and members see them on the event page under 'More details'. Start typing a heading to pick one of these, or write your own:
- Dress code: traditional attire, or all white.
- Colour of the day: wine and gold (aso-ebi).
- Programme: 10am arrival, 11am service, 1pm reception.
- Contact person: a name and phone number members can call.
- Where to pay: the account name and number for contributions.
- What to bring: your membership card, a gift for the family.
- Parking and directions, refreshments, transport, accommodation, how to send a gift or condolence, and any rules or notices.
The banner
Upload the poster in the 'Media & Settings' tab. On the event page members see the whole poster (not a cropped background), can open it full size and can download it to keep or share.
Related articles
Events — Browsing and RSVPing
How to browse upcoming events, register attendance, and check your event history.
Managing Members
How to add, edit, suspend, and export members in the admin panel.
Paid Events: Selling Tickets
How to charge for an event, what happens when a member registers, how seats are held and released, and how to handle guests and refunds.
Tracking Money on an Event or Project
Read the figures on an event or project: what was expected, collected, still owed and spent, and who has paid.