Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can record session notes, outcomes, and attendance about an event’s guests by using the Add attendance and more button that appears in the Event Actions panel of the Event page

...

Steps

Info

This button is only available for Organisation Admin and Project Colleagues. For members with other roles, this button will be disabled.

The button only appears if a survey has been added to the Event Category.

  1. Click any event

  2. It will take you to the Add your Post Event Update buttonIt event page.

  3. Click on Add attendance and more

    Image Added
  4. This will take you to a version of the Create Story page for this eventthe add attendance page.

    Image RemovedComplete the form - there will be options to add in details for each guestImage Added

  5. You will find the event details at the top of the attendance form.

  6. Here, you can select contacts to record attendance.

  7. Press Save

  8. Your event update will appear at the bottom of the Event page in the Event Timeline section

    Image RemovedImage Added

    1. The name of the survey used to record attendance is displayed in the story

      Image RemovedImage Added

    2. Click the Expand Story button to see the details of the attendance log.

Add attendance from the Manage event page

  1. Click My Apps

  2. Select Events.

  3. You arrive on the Manage Event page.

  4. On the Actions row, click on the three-dot for any event.

  5. You will find a dropdown menu where you will find an option Add Attendance and more

  6. Click on Add Attendance and more.

  7. You will arrive on Add Attendance and more page.


Homepage

  1. This could also be accessed from the homepage if your event starts in future

  2. Click on the cog icon of an event in the events section

    Image Added

  3. Click Add Attendance and more

  4. You will be redirected to Add Attendance and more page.

Surveys used as the Event Attendance Form often include text fields that are completed for each guest. Turn on One Field per Contact in your Survey