Add an Event Screen

Name

Enter a name to identify the event.

Description

To further identify the event, enter a detailed description of the event.

Category

To define the event, select the category for the event such as Reception or Sporting event.

Sites

If this event belongs to a site or multiple sites within your organization, select the applicable sites. Administrators can configure access to event information based on site. If your organization uses multiple sites, or if multiple sites are used for this event, you can filter events by site when you search for an event.

Event is an auction

With Auctions, if the event is an auction event, select this checkbox. If you select Add an auction from Events to create your auction event, this checkbox is selected.

Do not show event on calendar

When you select this checkbox, the event will not be displayed on the event calendar.

Event allows designations on fees

When you select this checkbox, the Designations tab appears on the new event record for you to select possible designations for the gift, including a default designation. The registration fee applied to the designation is equal to the receipt amount. This does not include the cost of the event or benefits.

If you partially pay for an event registration, the revenue is applied to the cost and benefits of the event until that portion is fully paid. Only then is event registration revenue applied to the designations.

You cannot edit this option after users register for the event.

Start date and End date

Enter the dates the event begins and ends. The start and end dates can be the same date.

Start time and End time

Enter the time the event begins and ends. Event times are not required.

Appeal

To track the effectiveness of team fundraising for the event, search for and select the team fundraising appeal to associate with the event.

If you select Event is an auction, you cannot select a team fundraising appeal.

Location

Search for and select the location where the event takes place.

Room/Unit

Select the room at the location of the event. To add a new room to the location, select Add.

Capacity

Enter the number of attendees the event can accommodate. This number does not have to be the same as the location capacity, but should not exceed location capacity. The program tracks this capacity with the number of registrations for the event.

Contact

Search for and select the individual constituent who serves as a contact for the event location.

Copy options

To copy the settings from a similar event in the database, select this button. On the Copy from event screen, search for and select the event from which to copy settings and select which options, such as tasks and registration options, to copy from the event.

Note: If you are adding a multi-level event, the event options are determined by the event management template; the Copy options button will not appear.