Create an event
- Open Events and choose Add Event.
- Enter a name and description, start and end dates/times (or select All-day event).
- Under Event manager, choose an internal team member or an external supporter contact.
- Complete the venue, town, and postcode as needed.
- For a ticketed event, enable This is a ticketed event and add ticket types with a name, free or paid pricing, currency where applicable, and quantity.
- Set maximum capacity and minimum viable attendance where useful.
- Under Purpose, choose Programme impact, Fundraising, or both, and select the linked programme or fundraising activity.
- Choose Create Event.
New events start as Draft. Use Edit to select Published, Cancelled, or Completed when appropriate. Ticket types record your event’s setup; this form does not provide a ticket checkout. For imported ticket orders, use the Ticket Tailor integration.
If the event contributes to programme objectives, set its programme link, impact purpose, and capacity at creation. Event-based objective counts have specific limits and are not attendance totals.
Review income and engagement
Open the event to review Income & engagement, linked Payments, and Touchpoints. The summary includes received and outstanding amounts, payment and distinct-payer counts, contacts engaged, and the most recent touchpoint. Record the associated event when adding relevant payments or touchpoints so they appear here.
Some related records may be hidden by your access permissions; the page shows a notice when this happens. Treat the visible lists in that context.
Change or retire an event
Use Edit to update details and Save changes. Cancel event marks it Cancelled and can be reversed by editing. Delete event permanently deletes the event after confirmation and cannot be undone.
The Events Settings page is currently a placeholder; it has no configurable event settings yet.