CONTENTS - Event Management

Who is this for? This is the master contents index for Event Management in GrowthZone. It is for staff and event coordinators who set up, run, and report on events. Work through the modules below in order to master the full event lifecycle — from initial setup through registration, communications, sponsors, exhibitors, sessions, and reporting. 

In the v2 navigation (June 2026), Event Management lives under the Events & Learning rail, Events section. The articles linked below are organized by topic, not by menu path.

Module 1: Events Initial Setup

Configure your defaults, categories, calendars, automated messaging, and fee items before building events.

• Events Initial Setup
  • Events Default Settings
  • Additional Considerations
    • Event Categories: Organize and filter
    • Event Calendars: Create and/or edit 
    • Event Automated Messaging: Review and customize
  • Set Up Goods & Services for Your Event
  • Set Up "No Show Fees" for your Events

Module 2: Working With Events

Add, copy, view, edit, and manage event records, including the Overview tab and recurring series.

• Add a New Event or Copy an Existing Event
• Set Up a Recurring Event
• View/Edit Events
• 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

Module 3: Event Registration and Fee Details

Configure registration options, forms, custom fields, registration types, discounts, and add-on items.

• 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
  • Add a Free Registration Type
  • Add a Simple Paid Registration Fee
  • Add a Table/Team Registration Type
  • Add Advanced Registration Type
    • Description Fields and HTML
  • Change the order in which Registration Types are Displayed on your Event page
  • View Registration Type Limits and Number Sold
• Set Up Discounts for your Event
  • Early Registration Discount
  • Promo Code Discount
  • Membership Type Discount
    • Use Case: Free Member with Paid Guest
    • Use Case: Free Member with One Discounted Guest (Other Guests Full Price)
  • Volume Discount
• Add Additional Items for Sale during Event Registration
• Instructions and Confirmation Messaging

Module 4: Event Invitations & Other Communications

Send invitations, reminders, confirmations, and targeted emails to registrants.

Event Invitations & Other Communications

• Event Automated Messaging
• Send Event Invitations
  • Download list of Invitees
• Re-send a Previously Sent Event Invite
• Re-send a Registration Confirmation
• Send a Manual Event Reminder
• Send Email to Specific Registration Types
• Send Email to Event No-Shows
• Other Email Options

Module 5: Working With Event Registrations

Manage attendees, purchases, check-in, badges, waiting lists, and registration FAQs.

Working with Event Registrations

• Managing Event Attendees
  • Register an Attendee from the Back Office
  • Import Attendees
  • Update an Attendee Registration
  • Edit Attendee Name and Other Information
  • Matching Registrants to Contacts
  • Table/Team Management
  • Cancel an Event Registration
  • Canceling Registrations and Events: Scenarios
  • Manage Waiting List
    • Register an Attendee from the Waiting List
    • Remove an Attendee from the Waiting List
  • Download Attendees
  • Download Attendee Badges
    • For All Attendees
    • For One Attendee
  • Manage Event Attendance/Check In
    • Check In Using Staff App
      • Manual Check In
      • Scan QR Code
    • Check In Roster
    • Manually Recording Actual Attendance/No Shows
      • Check In One Attendee at a Time
      • Check In Many Attendees at Once
• Manage Attendee Purchases
  • Send Event Invoices
• Event Registration FAQs

Module 6: Cancel/Postpone an Event

Postpone or cancel events automatically or manually, and handle refunds and credits.

Cancel/Postpone an Event

• Postpone an Event - Automated
• Cancel an Event - Automated
• Cancel an Event - Manual
  • Issue Refund for a Cancelled Event
  • Issue a Credit for a Cancelled Event
• Canceling Events and Registrations: Scenarios

Module 7: Event Sponsor Management

Set up sponsor terminology, display options, registration, messaging, and approvals.

Event Sponsor Management

• Changing Sponsor Terminology
• Set up Sponsor Display Options
• Set Up Sponsor Registration Types
• Set Up Sponsor Registration Options
• Set Up Sponsor Confirmation Messaging
• Register Sponsors- Back Office
• Register Sponsors- Online
• Approving Sponsors
• Matching Sponsors to Contacts
• Cancel Event Sponsors
• Canceling Events and Registrations: Scenarios
• Pre Sold Sponsorships: Accounting Best Practices
• Event Registration FAQs

Module 8: Manage Your Exhibitors

Configure exhibitor registration options, types, discounts, custom fields, and manage exhibitor registrations.

Manage Your Exhibitors

• Exhibitors Overview
  • Exhibitors - Registration Options
  • Exhibitor Types
  • Exhibitor Discounts
  • Exhibitor Custom Fields
  • Exhibitor Additional Items
  • Exhibitor Instructions and Confirmation Messaging
  • Exhibitors Video Tutorials
  • Sessions Video Tutorials
• Manage Exhibitor Registrations
  • Add an Exhibitor from the back office
  • Cancel an Exhibitor Registration
  • Canceling Events and Registrations: Scenarios
  • Send an Email to All Exhibitors
  • Send an Email to an Individual Exhibitor
  • Email/Download an Exhibitor Invoice
  • Download Exhibitor Badges
  • Event Registration FAQs

Module 9: Manage Event Sessions

Add and edit session timeslots, create sessions, sync with Zoom, and manage session attendees.

Manage Event Sessions

• Add Session Timeslots
• Edit Session Timeslots
• Create Sessions
• Sync a Session with Zoom
• Manage Session Attendees
  • View an Individual Registrant's Sessions
  • Resend Event Itinerary
  • View All Session Attendees
  • Check-in Session Attendees

Module 10: Event Reports, FAQs & Examples

Review event revenue reporting, FAQs, real-world use cases, and video tutorials.

Event Reports

• Event Revenue Reporting

Event Management FAQ's

Events Examples

• Events Use Case: Register on Behalf of Someone Else
• Events Use Case: Golf Tournament

Canceling Events and Registrations: Scenarios

Events Video Tutorials

Certification Goal: Event Management Proficiency

By completing every module above, you will be able to configure event defaults, build and manage events end to end, run registration and check-in, handle sponsors and exhibitors, manage sessions, and report on event revenue — covering the full Event Management lifecycle in GrowthZone.