Managing Your Events

The events dashboard is your central hub for creating, managing, and monitoring all your events.

Events Dashboard

Access your events from the main navigation by clicking Events.

What Events You See

The events dashboard shows all events you're involved with, regardless of organization:

Relationship	Visibility
Events you created	Always visible
Events in your organization	Always visible
Events you're crew on	Always visible (any organization)

Each event shows its organization name so you can tell which organization it belongs to.

Filtering Events

Filter	Description
All Events	Events you created, your org's events, and crew events
My Events	Only events you created
Crew Events	Only events where you're a crew member (not creator)
Status	Filter by Draft, Published, etc.

Search and Filter

Find events quickly using:

Search - Search by event title
Status Filter - Draft, Published, Archived
Date Filter - Filter by event date range
Sort - Sort by date, title, or registration count

Event Lifecycle

Events progress through several states:

Draft → Published → Check-In Open → Completed → Archived

State	Description
Draft	Event is being configured, not visible to public
Published	Event is live and accepting registrations
Check-In Open	Event day, check-in is active
Completed	Event has ended
Archived	Event is hidden from listings, data preserved

Editing Events

Edit Event Details

Go to your event dashboard
Click Settings in the sidebar
Make your changes
Click Save

Editing published events

Some changes to published events may affect registered participants. Significant changes (like date or venue) should be communicated to participants.

What Can Be Edited

Setting	Editable After Publishing
Title	Yes
Description	Yes
Dates	Yes (notify participants)
Location	Yes (notify participants)
Capacity	Yes
Ticket prices	Yes (affects new registrations only)
Custom fields	Limited (existing data preserved)

Cloning Events

Clone an existing event to reuse its configuration for recurring programs.

How to Clone

Go to the event you want to clone
Click the Actions menu (three dots)
Select Clone Event
Choose what to include:

Option	Description
Event details	Title, description, settings
Ticket types	All ticket configurations
Custom fields	Registration form fields
Sessions	Event sessions (without participants)
Activities	Activities within sessions
Certificate settings	Certificate template configuration

Set the new event dates
Click Clone

After cloning

The cloned event is created in Draft mode. Review all settings and update the title and dates before publishing.

Clone vs. Templates

Clone — duplicates an event with its data for a one-off copy
Event Config Templates — saves event structure as a reusable template for creating multiple events

Clone Use Cases

Recurring workshops — Clone monthly training sessions
Annual conferences — Reuse last year's event structure

Archiving Events

Archive completed events to keep your dashboard clean while preserving all data.

How to Archive

Go to the completed event
Click Settings
Scroll to Danger Zone
Click Archive Event

Archived Event Behavior

Hidden from main event listings
All data (participants, certificates, etc.) is preserved
Can be viewed by filtering for archived events
Can be unarchived if needed

Event Actions

Quick Actions

From the events list, hover over an event to access quick actions:

Action	Description
View	Open event dashboard
Check-In	Go to check-in page
Clone	Create a copy of the event
Save as Template	Save event config as a reusable template
Publish/Unpublish	Toggle event visibility
Delete	Remove the event

Event Dashboard Actions

Action	Location
Publish/Unpublish	Event overview or settings
Clone	Actions menu
Export data	Reports section
Send email	Communication section
Archive	Settings > Danger Zone
Delete	Settings > Danger Zone

Event Metrics

The event overview shows key metrics:

Metric	Description
Total Registrations	Number of registered participants
Check-In Rate	Percentage of participants checked in
Revenue	Total payments collected
Capacity	Registration vs. capacity percentage

Real-Time Updates

During live events, the dashboard updates in real-time:

Check-in counter
Session attendance
Activity participation

Bulk Operations

Perform actions on multiple events:

Select events using checkboxes
Click the bulk action menu
Choose an action:
- Archive selected
- Export selected
- Delete selected (with confirmation)

Event Permissions

Who can manage events:

Role	Create	Edit	Delete	Clone
Organization Admin	Yes	All events	All events	All events
Organization Member	Yes	Own events	Own events	Own events
Event Crew	No	Based on permissions	No	No

See Crew Permissions for crew-level access control.

Best Practices

Before the Event

Publish event at least 2-4 weeks before the date
Set up all ticket types and pricing
Configure registration form with required fields
Test the registration flow yourself
Set up payment methods (for paid events)
Prepare certificate template

During the Event

Monitor check-in from the dashboard
Have backup check-in methods ready
Keep track of attendance by session

After the Event

Generate certificates for qualifying participants
Export attendance and participant data
Send follow-up communication
Review event analytics
Archive the event