The Events page is your hub for scheduling organization events, tracking who attended, and running kiosk-based check-in. Navigate to Events in the sidebar to get started.
Event Types
Events are organized by type — for example, Meetings, Workdays, or Orientation. Each type appears as a tab across the top of the Events page. The active tab determines which events are shown and which type is assigned when you create a new event.
If you don’t see any tabs yet, your organization hasn’t configured any event types. Click Configure Types to add them first.
Configuring Event Types
Click the Configure Types button (gear icon, top-right) to manage your organization’s event types.
| Field | Description |
|---|
| Name | The label shown on the tab and in event forms (e.g., “Meeting”, “Workday”). |
| Quota / yr | Optional. The number of times per year a member is expected to attend this event type. Leave blank for no quota. |
| Required | Only available when a quota is set. When enabled, members who don’t meet the quota will be flagged in the compliance report and may incur a non-compliance fee at renewal. |
Deleting an event type is permanent and cannot be undone. Events of that type are not automatically deleted, but the type will no longer appear as a tab.
Creating an Event
- Select the tab for the event type you want to create (e.g., click the Meeting tab).
- Click New [Type] in the top-right corner.
- Fill in the event details:
| Field | Description |
|---|
| Title | A short, descriptive name for the event (required). |
| Start | Date and time the event begins (required). |
| End | Date and time the event ends. Optional — leave blank for open-ended events. |
| Location | A property from your organization’s property list, or a named location (address). |
| Description | Optional rich-text notes, agenda, or directions visible to members. |
- Click Save.
The event appears in the list under its type tab, sorted by date.
Editing an Event
Click the pencil icon in the event’s row to open the edit form. All fields can be updated. Click Save to apply changes.
Cloning an Event
Click the copy icon in the event’s row to open a pre-filled “Clone Event” form. All details from the original event are carried over — update the title, date, and any other fields as needed, then click Save to create the new event. The original event is not affected.
This is useful for recurring events like monthly meetings where the format stays consistent.
Deleting an Event
Click the trash icon in the event’s row. You will be asked to confirm before the event is permanently deleted. Deleting an event also removes its attendance records.
Managing Attendance
Each event row shows an attendee count chip. Click the chip or the people icon to open the Attendance dialog.
Viewing Attendees
The dialog lists everyone currently marked as attending, along with their email address. To remove an attendee, click the trash icon next to their name.
Adding Members Manually
Use the search field to find members by name, email, or member ID. Check the box next to one or more members, then click Add to record their attendance. This is useful for retroactively logging attendance or handling members who didn’t check in via kiosk.
For self-service check-in at in-person events, use the kiosk feature instead. See Kiosk Setup for instructions.
Kiosk Check-In
Each event can have a unique PIN that members use to check themselves in via the kiosk page on a shared tablet or computer.
Click the tablet icon in the event’s row to open the Kiosk PIN dialog.
- If no PIN exists, click Generate PIN to create one.
- If a PIN already exists, it is displayed and can be copied with the copy button.
- Click Regenerate to replace the current PIN with a new one (the old PIN stops working immediately).
- Click Clear PIN to disable kiosk check-in for the event.
The dialog also shows your organization’s Kiosk URL — this is the address members navigate to on the check-in device.
When a PIN is active, the tablet icon in the events list turns blue and hovering over it shows the current PIN for quick reference.
For full setup instructions, see Kiosk Setup.
Compliance Report
Click the Compliance button (top-right) to view a member-by-member compliance summary for required event types.
The report shows a grid of every active member against every event type that has a quota and is marked Required. Each cell shows the member’s attended count vs. the required count for the selected year:
- Green — the member has met or exceeded the quota.
- Red — the member has not yet met the quota.
Use the year selector in the dialog title bar to view past or future years.
If the compliance report is empty, make sure at least one event type has a Quota / yr set and the Required toggle enabled. Types without both settings are not included in the report.
