Events Tasks

Configure form settings for new constituents

Set up a payment configuration

Give users access to events

Manage settings across events

Add an event

Add goal, capacity, and other details

Set up fees

Add expenses

Add custom options for participants

Add online registration forms

Configure form settings

Design the form

Capture custom information

Set up confirmations

Test the form

Publish the form

Add a participant

Add participants from a saved list

Set the invitation status for new participants

Add custom information

Add fees

Understand guest types

Add a constituent as a guest

Add a guest who isn't a constituent

Add a guest without any contact information

Add a spouse as a guest

Online registration form duplicate matching

Guest matching

Move event information to different records

Constituent matching in Raiser's Edge NXT

View and manage participant details

Manage groups of participants

Delete a fee for a participant

Manage the list of participants

Create a constituent list of participants

Understand event revenue

Add a payment

Link to an existing gift

Approve batches of online registrations

Refund a payment

Delete a fee for a participant

Unlink a payment

Understand RSVP statuses

Update and monitor RSVP statuses

Update attendance

Delete an event

Edit the overview for an event

Edit the details for an event

Manage a fee

Manage a participant option for an event

Export a list of events