Events

What it is for

Create conferences, trainings and online meetings. Published events appear on the website automatically, registrations and payments come back here, and attendees become contacts with the event in their history.

Before you start

• Events access.
• For online events: connect your Google account once (Events → Connect Google) so meetings, invites and attendance work.

Steps: create and publish an event

1. Events → New event. Enter the name, dates, description, image and either a venue address (it is geocoded for the map) or Online.

   Screenshot pendingThe new event form

   The new event form

2. Tickets: add one or more ticket types with price, capacity and sale dates (for example early-bird then regular). A free event has a free ticket.

   Screenshot pendingThe Tickets tab with an early-bird and a regular ticket

   The Tickets tab with an early-bird and a regular ticket

3. Open registration and Publish. The event is now on the website's Conferences page.

4. For a recurring event (weekly online group), set the recurrence on the Details tab and manage each occurrence from the series.

Steps: registrations

1. Open the event → Registrations: everyone who registered, with payment status, guests and ticket type.

2. Resend confirmation for someone who lost the email. Export CSV for a printed list.

   Screenshot pendingThe Registrations tab

   The Registrations tab

Steps: check-in at the door

1. Open the event → Attendees.

2. Search the person, click Check in. Undo if needed. Checked-in attendees can be added to a group afterwards (for example to email them a follow-up).

   Screenshot pendingThe Attendees tab with check-in buttons

   The Attendees tab with check-in buttons

Steps: online events with Google Meet

1. With Google connected, saving an online event creates the Meet room and calendar invites; registered people receive the link.

2. After the meeting, Meet attendance shows who joined and for how long (it refreshes every half hour, or click Refresh).

   Screenshot pendingThe Meet attendance tab

   The Meet attendance tab

Managing events

Action	Effect
Close registration	Stops new registrations; the event stays visible
Unpublish	Removes it from the website
Archive	Hides it from the list; history is kept
Duplicate	Copy last year's event
Notify leader	Email the event leader with the current list

Tips and troubleshooting

• Registrations only reach the contact's history after payment. A pending registration holds the seats briefly and then expires.
• Over capacity because of a late payment? Staff receive an email; decide whether to add seats or refund.
• Refunds are done in Stripe; the registration updates itself.