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Documentation Events

Events

Events How-To

Browse tenant guides generated directly from the Markdown files in docs/tenant.

Introduction

Use this guide when you know what you need to change in an event and want a direct, reliable path.

This page focuses on common operational tasks that staff perform while preparing or managing events.

When to use this page

Use this page when you need to:

  • control who can access an event
  • manage capacity and waitlists
  • allow guests
  • include a donation during registration
  • review and act on registrations

Create a password-protected event

Use password protection when an event is not fully public but still needs a self-serve registration page.

Steps

  1. Open the event
  2. Set Visibility to Password protected
  3. Enter a password
  4. Save

When this is useful

  • donor cultivation events
  • partner-only sessions
  • board or invite-only gatherings

What happens for supporters

  • they must enter the password before viewing the event
  • the rest of the registration flow behaves normally

Add a waitlist

For full behavior, see the detailed waitlist guide. This section covers quick setup.

Steps

  1. Open Registration settings
  2. Set a Capacity
  3. Enable Waitlist
  4. Choose mode
  5. Save

Decision guidance

  • Use Manual → staff controls who gets in
  • Use Offered → supporters claim a seat
  • Use Automatic → system promotes next person

Important

Paid events always behave like offer-based, even if another mode is selected.

Allow guests

Use guest support when one registrant can bring additional attendees.

Steps

  1. Enable Allow guests
  2. Set Guest limit per registration
  3. Save

What this affects

  • seat usage (guests count toward capacity)
  • registration questions (can be targeted to guests)
  • check-in (each guest is tracked individually where applicable)

Common use cases

  • donor breakfasts
  • table-hosted events
  • workshops with group attendance

Add a donation prompt

Use this when the event supports an additional gift at checkout.

Steps

  1. Enable Enable donations for this event
  2. Select destination
  3. Add optional copy
  4. Save

When to use this

  • fundraising events
  • community events with optional support
  • hybrid “registration + giving” flows

Important

This does not replace ticket pricing — it adds an optional donation during checkout.

Generate badges

Steps

  1. Open event
  2. Use badge workflow
  3. Download PDF

When this matters

  • check-in efficiency
  • in-person events
  • name visibility / networking

Review registrations by status

Steps

  1. Open registrations
  2. Filter by status
  3. Take action

Why this matters

Statuses tell you what needs attention:

  • pending → payment not complete
  • waitlisted → needs seat resolution
  • confirmed → ready for attendance
  • cancelled/refunded → no longer attending

Practical use

  • follow up with unpaid registrations
  • monitor sellout risk
  • prepare attendance lists

Tips and notes

Tip

Always test guest + waitlist + payment together before launch. These interactions create most real-world issues.

Tip

If capacity feels “off,” check guest counts and overbooking settings first.

Warning

A waitlist without a capacity limit does nothing.