Must know
- Plan and permission. Available on plans that include Events. You need the Create Events permission.
- Requirements are saved, not enforced by Register. Every requirement card you turn on is saved and reloads when you edit the event, but the Register button on the event page checks none of them, nor capacity.
- No price of its own. With the Event Ticketing plan feature you sell priced ticket types. Without it, invoice families separately (a manual invoice has no event line).
- Staff are set at creation. Edit later covers General, Schedule and Requirements only.
1
Fill in General
Enter an Event Name (required), Description and Color. Pick a Category (if your club has them) and an Event Type: Class, Clinic, Party, Tryout, Meeting or Other. Optionally pick a GL Code. Copy from Existing reuses another event’s description, color, type, schedule, location, capacity, gender, membership (only memberships you still offer) and file-upload settings. It doesn’t copy the name, category or GL code, clears any staff you added, and turns level, age, waiver and medical off.
2
Set the Schedule
On the Date & Location card, pick the Event Date, Start Time and End Time. The date and start must be in the future, and the end after the start. Location lists your facilities, or choose No specific location. With none, you see “No facilities configured” and Add a facility.
3
Add Requirements
Toggle on what you need:
- Level Restriction appears only when Training is on and levels exist.
- Capacity Limit takes a whole number of at least 1 (starts at 20).
- Age Restriction takes Minimum Age and Maximum Age in whole years, 0 to 100. Fill in at least one; the maximum can’t be lower.
- Membership Requirement appears only when Memberships is on. Pick a membership group (any cycle) or specific cycles. With two or more picked, tick All selections must be satisfied for this requirement to be met. to require every one; otherwise any one is enough.
- Gender Restriction, Waiver Requirement, Medical Information Requirement and File Upload Requirement are also available.
4
Assign Staff (optional)
If your club requires certifications for events, staff missing one are greyed out in the picker (“Staff missing these certifications cannot be assigned.”). See Assign staff to an event.
5
Add Tickets (Event Ticketing only)
A Tickets step follows Staff. To sell tickets, switch on This event sells tickets and add at least one ticket type with Add ticket type. Public listing artwork and Required waivers are optional. Without a ticket type you see “Add at least one ticket type, or turn off ticket sales”. Leave the switch off for a registration-only event. You also need the Manage Tickets permission. See Sell tickets to an event.
6
Create
Click Create Event. If the event sells tickets, click Save as draft or Create & publish instead. You land on the Events list with “Event created successfully”.