Creating and Editing Events
Learn how to create and edit events using the guided 7-step event editor.
Overview
Events are created and edited using a guided 7-step wizard. Both creating a new event and editing an existing event use the same editor — the only difference is that existing event data is pre-populated when editing.
To create a new event, click + Add Event from the Events list. To edit, click the action menu on an event and select Edit Event, or click Edit Event from the event register.
Step 1: Select Event Type
Choose the type of event:
| Type | Description |
|---|---|
| Physical | For in-person events. No virtual meeting information is sent to customers. |
| Virtual | For online events. You can provide meeting links and access information. |
| Retreat | For multi-day retreats and immersive experiences. (Coming soon) |
Step 2: Event Details
| Field | Description |
|---|---|
| Event Name (required) | The name customers will see when browsing and booking |
| Event Description | A rich text description with formatting options (headings, bold, italic, underline, lists, links) |
| Enable Waiting List | When checked, customers can join a waiting list if all tickets are sold out |
Step 3: Event Scheduling
Adding dates
Use the Add Manual Date form to add individual event dates:
| Field | Description |
|---|---|
| Date & Time (required) | The date and start time of the event |
| Timezone (required) | The timezone for this date (defaults to your account timezone) |
| Duration (minutes) (required) | How long the event lasts |
Click Add Date to add the date to the scheduled dates table.
Scheduled dates table
The table shows all dates for this event with columns for Date, Time, Timezone, Duration, and Actions (Edit, Delete).
Check See past dates to view and edit dates that have already passed.
Scheduling type
Choose how dates are generated:
| Type | Description |
|---|---|
| Manual Dates | Add each date individually using the form above |
| Automatic Weekly | Generate dates automatically on a weekly recurring basis |
| Automatic Monthly | Generate dates automatically on a monthly recurring basis |
Step 4: Booking & Payment Options
This step configures how customers book and pay for the event.
Booking type
| Type | Description |
|---|---|
| Individual | Customers can select and book individual dates of the event |
| Block | All associated dates must be booked together as a block |
| Flexible | Encourages customers to buy the whole block, but allows individual date selection |
Payment types
| Type | Description |
|---|---|
| Credit/Debit Card Only | Only allow payment by card |
| Pass Credits Only | Only allow payment with pass credits |
| All Payment Methods | Allow payment by card or pass credits |
Pricing options (Tickets)
Define one or more ticket types for the event. Each pricing option has:
| Field | Description |
|---|---|
| Name (required) | The ticket name (e.g. “Standard”, “Premium”) |
| Price (required) | The price in your account currency |
| Pass Credits | Number of pass credits required (only available when pass credits are enabled) |
| Stock (Availability) (required) | The number of tickets available (capacity) |
Vouchers (Optional)
Select discount vouchers that can be applied to this event at checkout. Vouchers are created separately in the Vouchers section.
Payment Rules (Optional)
Apply automatic pricing rules based on booking quantity or dates. Payment rules are created separately in Services > Payment Rules.
Step 5: Event Notifications (Optional)
Override the default notification templates for this event. When the Override notifications checkbox is enabled, you can customise the email templates sent to customers at different stages of the event lifecycle (booking confirmation, reminders, cancellation, etc.).
If left unchecked, the default notification templates from Notifications > Templates are used.
Step 6: Additional Options (Optional)
When Configure additional options is enabled, you can assign:
| Option | Description |
|---|---|
| Event Categories | Assign categories to help customers find this event when browsing or filtering |
| Facilitator | Select the person who will be facilitating or instructing this event |
| Location | Select the physical location where this event will take place |
| Additional Terms | Add event-specific terms and conditions displayed at checkout (in addition to your standard terms) |
Categories, facilitators, locations, and terms are managed in their respective sections. See Event Configuration for details.
Step 7: Event Summary
Review all the event details before saving. The summary shows everything configured across the previous steps. Click Save to create or update the event.
Managing events from the list
From the Events list, the action menu (three dots) on each event provides:
| Action | Description |
|---|---|
| Edit Event | Open the event editor |
| Clone | Create a copy of this event with all settings duplicated |
| Archive | Move the event to the Archived tab |
Click the Dates button on an event to expand and view all scheduled dates, showing the date, time, timezone, duration, and capacity for each. Click View Register on any date to open the event register.