mich

Events · Step 1 of 5

Create an event

Add an event with its date, location, guest limit and color.

Intermediate

1. Open Events

The Actions panel on the Events view with the Add button outlined, above Invitees and RSVP and Check-In

Click Add.

2. Enter the details

The event form with a name, event date, description and guest limit filled in, and the color picker beside them
FieldNotes
Name (A)What the event is called
Start Date (B) / Start TimeWhen it happens
Guest Limit (C)Maximum people per invitation, including the donor
Color (D)How the event is drawn on the calendar
Campaign / AppealAttribution, if the event is part of a drive

Guest Limit is worth setting deliberately. It is what stops an RSVP from claiming more seats than you have.

3. Add the location

Fill in Address 1 (A) and City (B), then the state and postcode.

The Location section of the event form with an address, city and postcode filled in

The location is printed on invitations, so it is worth getting right even for a regular event at your own office.

4. Save

The Events list filtered to the newly created Autumn Donor Breakfast

The list carries invitation and attendance counts, so you can see how an event is filling without opening it.

See also