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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.

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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.

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Configuring Event Types

Click the Configure Types button (gear icon, top-right) to manage your organization’s event types. To add a new type, enter a name in the New type name field at the bottom and click Add. Changes to existing types are tracked per-row — a Save Changes button appears when you have unsaved edits.
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.

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Creating an Event

  1. Select the tab for the event type you want to create (e.g., click the Meeting tab).
  2. Click New [Type] in the top-right corner.
  3. Fill in the event details:
  1. Click Save.
The event appears in the list under its type tab, alongside events that have not yet passed, soonest first. An event that has started but hasn’t ended yet still counts as upcoming. Use the Show past events toggle above the list to reveal past events alongside upcoming ones.

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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.

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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.

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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.

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Managing Attendance

Each event row shows an attendee count chip. Click it to open the Attendance dialog.

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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.

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Adding Members Manually

If the event type has Registration enabled and members have registered, the dialog opens with a Registered (N not yet marked) section above the search field. Check the box next to each person who showed up, or click Select all and uncheck the no-shows, then click Add. Anyone you mark attending drops off this list automatically, so it always reflects who’s still outstanding. For walk-ins or members who never registered, use the Add Members 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.

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Registrations

When an event’s type has Registration enabled, each event row shows a second chip alongside the attendee count — a person-with-check icon carrying the current registration count. Click it to open that event’s Registrations dialog, whose title bar shows the event name. From there you can view everyone currently registered, add registrants the same way you add attendees manually (search by name, email, or member ID, then click Register), and remove a registrant with the trash icon next to their name. Members register for events themselves from the Calendar page or the Upcoming Events dashboard widget, using a button that reads Register and flips to Registered once they’ve signed up. Registering is an expression of intent, not a record of attendance — a member can register and still not show up, or attend without ever registering. The attendance quick-pick described above is the bridge between the two: it turns each registration into a one-click attendance mark once the event has happened.

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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.

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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.