Strategy Checklist (Before you click):
Before you begin adding events, gather your team and decide on the following business rules:
- What default settings (such as time zone, registration options, and display preferences) should apply to every new event?
- How will you organize and filter events — which event categories and calendars do you need?
- What fees (goods & services) and policies, such as “no show” fees, will your events charge?
- Which automated messages do attendees and registrants need to receive, and do the defaults match your voice?
The Implementation Blueprint
There are several settings and tasks you will want to complete prior to adding events in your database. Follow these phases to set up the Events area for your association:
Phase 1: Configure Your Event Defaults
Set the baseline settings that every new event will inherit.
Phase 2: Organize, Schedule & Communicate
Review the additional considerations that shape how events are categorized, scheduled, and how attendees are kept informed.
- → Additional Considerations
- → Event Categories: Organize and filter
- → Event Calendars: Create and/or edit
- → Event Automated Messaging: Review and customize
Phase 3: Set Up Fees & Policies
Define the goods, services, and fee policies your events will use during registration.
Consultant Pro-Tip: Configure once, reuse forever
Resist the urge to jump straight to building your first event. The few minutes you spend on defaults, categories, calendars, fee items, and automated messaging now will save hours later — every event you create afterward inherits these settings, giving registrants a consistent, professional experience from day one.