The Goal: Create a new event in GrowthZone — from adding the event record through configuring its registration types, fees, discounts, and confirmation messaging — using this article as your start-to-finish roadmap.
Before You Begin:
- You need staff access with permission to create and manage events.
- Have your event basics ready: name, date(s), location, and a short description.
- Decide in advance how attendees will register and pay so you can pick the right registration types and fees as you go.
Step-by-Step Instructions
To start, go to Events & Learning, Events section, click All Events. From there, work through the topics below in order — each link opens the detailed how-to for that part of building your event.
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Add a New Event or Copy an Existing Event
- Set Up a Recurring Event
- View/Edit Events
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Edit Event details (aka The Overview Tab)
- Event Logo
- General Information
- Description
- Registration Instructions
- Event Description
- Short Description
- Sponsorships
- Exhibitors
- Videos
- Location
- Recurrence
- Create a Recurring event series
- Make Changes to a recurring event series
- Make changes to an individual event in a recurring event series
- Remove/Delete a recurring event series
- Continuing Education
- Registrations
- Contact Information
- Hours
- Images
- Pricing
- Goals
- Overall Event Custom Fields
- Add an Overall Event Custom Field
- Populate an Overall Event Custom Field
- Event Registration and Fee Details
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Overall Registration Options
- Set Registration Cut-off Date
- Set a Limit on the Number of Event Attendees
- Enable a Waiting List for an Event
- Show Registered Attendees Publicly
- Display Number of Registrants on Event Detail Page
- Show Registered Attendees to Members
- Collect Donations for Fundraiser during Event Registration
- Allow Invoicing for Event Registration
- Define how the System Authenticates Members for Member Pricing
- Configure Your Registration Form Settings
- Add Custom Fields to Event Registration Form
- Edit an Event Custom Field
- Create Custom Fields specific to an Individual Registration Type
- Add Individual Custom Fields to your Event Registration Page
- Set up Event Registration Types
- Set Up Discounts for your Event
- Add Additional Items for Sale during Event Registration
- Instructions and Confirmation Messaging
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Overall Registration Options
Common Pitfalls
- Skipping registration setup before publishing: Add and order your registration types, fees, and discounts before you make the event live — otherwise attendees may hit a page with no way to register.