Open the Events Folder (), under Membership > Events.

Click on the + button in the top-right corner of the Events window

Create your new Event type (e.g., Annual District Picnic or a monthly Union Meeting). 

Give your new Event a Name and Description. Click the Save button when finished. The Description created will upload to the Event Registration Page where people will sign-up for the Event.

Now open the Instances Folder (), under Membership > Events.

Create a new Event Instance to assign specific details about your Event, such as date, time, and Location.

In the Event Instances window click on the + button.

Select the Event-Type you just created from the Event* drop-down list. Designate a start and end Date and Time for your Event Instance. When finished, select the Published option from the Status* dropdown list. Click the Save button when finished. This will automatically upload your new Event Instance on the Event Registration Page: (https://engageinterfaceiupat-ang-staging.azurewebsites.net/public/events/208)

Note: Events in Draft status will not show up on the webpage. Select Publish option in the Status dropdown list to post the Event on the Registration Page 

You are also able to schedule multiple Event Instances if there is a specific event that occurs Daily, Weekly or Monthly. This can be done by selecting the () Add Multiple buttons.

Select the Event-type, Start Date, Start & End Time and Status.

In the Recurrence Details section Users are able to select a Frequency (Daily, Weekly, or Monthly) and End Type (End Date or Recurrence Count)

If the Frequency for Recurrence Details is Weekly, the user has the ability to select all days of the week that the Instance is occurring.

If the Frequency for Recurrence Details is Monthly, the user has the ability to select dates by days in the month or by days of the week.

When ready to review your recurrence instance select the Review & Save button to view the dates of your instances and the + Add button to save.

Now that you have Created and published your Event Instance you can:

• Assign it a Location
• Register new Attendees internally
• Message all registered Attendees (Attendees Tab)
• View past messages sent to Attendees (Communications Tab)
• Select a Time-zone if the event is Virtual/ Remote (Details Tab)
• Add any relevant Documents or Notes (Docs Tab & Notes Tab)

Assign a Location for the Event: In the Event Instances Window

Click on the > button beside your New Event Instance to expand its card. Click on the Locations Tab. Click the + button in the top-right side of the card.

Click the Add Location button in the top-right corner

Fill-out the Add New Location window that pops-up. Click Save when finished. You can now designate a Maximum number of seats for your New Location.

In the Attendees Tab, you can Message all registered attendees by clicking the  button in the top-right corner.

You can also Manually Add a new attendee by clicking the + button in the top-right corner of the

Attendees Tab.

Event Registration Page

When someone goes to the Event Registration Page, they will see all of the information you assigned to your Event Instance (Date, Time, Time Zone, and Location).

When they click Sign-Up, they will be prompted to enter all their Contact information.

After they Click Register, their information will be stored in the Attendees Tab of the Event Instance you created.