Create an Event

Owned by Matt Kepple
Last updated: Jun 12, 2024 by Faustina Lawrence (Unlicensed)
3 min read

You can create an event if you have been given permission to within your project.

Steps

If you cannot see the Event option in your Create dropdown menu, follow these additional steps:

  1. Select Create in the top menu

  2. Select Event (If you do not find option for event refer the blue box above)

  3. Select the Project that the event belongs to (this option will be skipped if you only have access to one event)

  4. Select the Event Category to use to create the event (this option will be skipped if your project only has one event category assigned to it)

  5. The rest of the form loads

  6. Add the basic event fields:

    1. Event name

    2. Start date and time

    3. End date and time

    4. Event Managers

    5. Event Workers

    6. Event Capacity

  7. The Add more fields to this form? option is displayed on the right-hand side of the page.

    1. Clicking on it will redirect you to the Manage Event Category page, where you can edit the event category that you intend to use when creating a new event.

  8. Once you are done entering all the necessary fields, press Save.

  9. You arrive on the Event’s page

The Add more fields to this form? option will be displayed only if the user is a Charity Admin.

Terminology

Event Managers

  • They are users with permission to edit the event, i.e. access the Edit Event page.

  • Give people who will be administering an Event the Event Manager role

Event Workers

  • They are users who are designated as working at the event

  • A user who is the Event Manager can also be an Event Worker

  • If Assign Guests to Event Workers is enabled, it is the Event Workers who can be assigned to a Guest; not an Event Manager

Event Guests

  • They are the Contacts who have been added to the event as guests

  • The range contacts who can be added to an event is restricted to the contacts within the project that the Event is linked to

  • An event is linked to a single project

Event Capacity

  • By default each event has Unlimited Capacity. This means that you can add as many guests as you want.

  • Alternatively you can set an event to having Fixed Capacity. You are then prompted to enter a number for the maximum capacity of the event. This will restrict the number of guests that can be added to the event, to that number