Creating and managing an event

Events are one of the most common things organizers create. This walks through the full lifecycle from creation to check-in.

Creating an event

In the workspace, open Events and choose to create a new event. Provide:

• A clear title and description
• Date, start time, and end time
• Location (in person or virtual)
• Whether RSVPs are required and any capacity limit

Save it as a draft while you work, then publish when it is ready.

Sharing the event

Once published, an event has a public page that anyone can view and RSVP to — they do not need an OrganizeOS account. Share that link by email, SMS, or social media. People who RSVP are automatically added to your CRM as contacts, so your outreach and your records stay connected.

Managing RSVPs

From the event in your workspace you can see everyone who responded — Going, Maybe, or Not going — and their contact details. Use this to plan space, food, and materials, and to follow up with attendees beforehand.

Checking people in

At the event, check attendees in from the workspace (this also works on mobile, which is handy at the door). Check-in marks who actually showed up, which feeds attendance reporting and, for volunteer events, can roll into volunteer hours.

After the event

Attendance data updates each contact's record. Use a segment like "attended this event" to send a thank-you email, invite no-shows to the next one, or recruit attendees for a volunteer shift.