How to Create and Manage Events

Admins and permitted supporters can create and manage events within a program. This guide covers how to set up an event, configure key settings, and manage it after publishing.

Who can create events?

• Admins: Can create and manage all event types
• Supporters: Can create internal events only, if given permission in Program User Management

Supporters must be granted event creation permissions in Program User Management before they can create events.

How to create an event

1. Navigate to your program
2. Go to the Events tab
3. Click Create Event
4. Complete the setup steps below
5. Click Publish (or save as draft)

Event setup

1. Basic details

• Title (required)
• Description (supports formatting such as links and bullet points)
• Cover image (optional but recommended)

2. Date and time

• Select the event date and time

3. Location

Choose how the event will run:

• Online: Hosted within the platform
• In-person: Select a location (and add additional location details if needed)
• External: Link to an external registration page (admins only)

4. Audience (who can see the event)

• Public: Visible to all users
• Program-only: Visible to users in the program (must join to attend)
• Private: Visible to selected users based on program criteria

5. Categories and tags

• Assign event categories
• Add program tags or filters (if enabled)

6. Hosts

• Set a primary host
• Add additional co-hosts (supporters in the program)

7. Registration and feedback

• Add up to 3 registration questions (optional)
• Add up to 3 feedback questions (optional)
• Option to enable/disable ratings and comments

Drafts and publishing

• You can save events as drafts and return to them later
• Draft events are visible in your hosting view
• When ready, publish the event to make it available to users

Managing events

After creating an event, you can:

• Edit event details (time, description, audience, etc.)
• View attendees and their registration responses
• Mark attendance by recording who attended and who did not show
• Share the event link within the platform
• Create a group chat for attendees
• Export attendee data (CSV)

Admins may also be able to edit events across their programs, even if they are not the host.

Tips

• Use clear titles and descriptions so users understand what the event is about
• Add a cover image to improve visibility
• Use audience settings carefully to ensure the right users can see the event
• Add registration questions only when needed to reduce friction

By setting up events clearly and managing them effectively, you can improve attendance and overall engagement.