Event Setup Walkthrough

This article will walk you through the basic steps of creating an event in your organization.

Ashley Owens avatar
Written by Ashley Owens
Updated yesterday

This article shows you all the key steps you need to complete when creating an Event.

  • FYI New to events? Click here to get an overview.

Before you start

You must assign a proper Category tag to an event. Make sure the Categories page has an option that aptly captures the nature of your upcoming event. The Categories page comes preloaded with some default options and the ability to create new ones.

  • To open the Event Categories page, go to Settings > Event Settings - Event Categories.

To begin creating a new Event, go to the Events Tab on the left hand side of the Admin Panel, and select Create Event from the dropdown:

Under the Create an Event page, Fill out the 1. Name and 2. Category fields to begin. Members/Players with the ability to see this event (settings controlling visibility are covered later in this article) will be able to see and search by Name and by Category of the event.

3. Max Registrants field is an optional field that allows you to specify a maximum capacity for the event. For more information on Max Registrant Capacity and Waitlist, see our article HERE.

4. Next, an Event Date will need to be selected, as well as the Start Time and End Time.

5. If this is a recurring event, a Recurrence frequency can be chosen in the Recurrence field.

Once a Recurrence frequency is selected, the Recurrence Rules settings will appear. System Users can select how frequently this event happens under the Recur Every X Week(s) on field. If an event recurs every week, this setting would be set to recur every 1 week. Next, the days of the week this event recurs on will need to be selected.

There are two ways to choose when this recurrence will end; by selecting the amount of recurrences this event will have under the End Event After X Dates field, or by choosing the calendar end date under the End By Date field.

The Exception Dates field can be used for any dates in this recurrence that this event will not take place on.

After Recurrence Rules have been input, you can allow registrants to register for Single Dates, and/or All Dates. Single Date Registrations are commonly used for week-to-week clinics, drop-in plays, or social events. Full Event (All Date) Registrations are used for Seasonal / Longer Term Clinics, Camps, Classes, and some Leagues. Note that for clinics it is possible to allow for a single date Drop-In Price and a discounted FULL Price if the player commits to all dates on the event.

6. Any instructors for this event can be added under the Event Instructors field. System Users will also be able to decide if the Instructor’s name will show on the Member Portal for this event.

7. Under the Court Types, Courts, and Resources/Ball Machine fields, any courts or resources used for this event can be added.

8. The Prevent Member from Withdrawing from event within X Hours field can be used if members will be restricted from withdrawing from this event as the event start time approaches. If no withdrawal is desired at all, setting this field to a very large number (such as 9999) will prevent withdrawals.

Event Setup Tab

After filling out the settings above, system users will be brought to the Event Setup tab. Each setting below can be enabled or disabled on a membership level.

Drop-In/Full Price will be the price of a member's registration. A Drop-In Price will be for a single date registration, whereas a Full Price will be for all date registrations.

Is Public will determine if the selected membership can see the event from the member portal.

Allow Online Registrations will allow members to register for the event when they are logged into their account.

Hide Pricing will hide the "Free" text if an event is free.

Require Up-Front Payment will require members to pay their registration fee before they can finalize their registration.

Require Payment Profile will require members to save a payment profile on their account to register for this event.

Requires Approval will require a system user to manually approve each registration. Registrants can be approved on the To-Do page found on the Admin sidebar.

Drop-In/Full Registrations Starts will decide when members can begin registering for this event. System Users will be able to decide Based by Event Start, or by a Specific Date/Time.

Registration Ends will decide when members are no longer able to register for this event.

Show Registrants adds a "Registrants" tab on the member portal. This tab allows members to see other registrants for this event.

For more information on the other tabs and additional settings found at the bottom of an Event's General Info, see our Additional Event Settings article HERE

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