This documentation provides a step-by-step guide on how to set up a new event using the event dashboard. It covers the essential details required for event creation, including event type, basic details, registration settings, and additional information. 

Creating a New Event

To create the new event, navigate to the event dashboard and click on “Add New Event” in the top right corner.

The system will ask you what type of event you are trying to run. Select the type of event from the available options based on your needs. Then select “Continue.”

Defining the New Event

Your next task will be to supply the most basic event details. You will be able to enter details such as your event title, event tagline, event description, event start date, event start and end time.

Deciding Additional Event Options to Set

Automated Registration Window

You will always be able to manually open or close your event from your main dashboard. But if you already know what you want your registration window to be, then you can use the optional toggle “Set a specific registration window for public registration from the Event Web Page.”

This toggle will be off by default. But if you choose to toggle it on, then the system will allow you to automate your public registration—you won’t have to worry about opening or closing your event manually! Just let the system know what dates and times you want to schedule the registration to open and close.

Speaker and MC Details

You are not required to fill in event details such as “Speaker” and “Master of Ceremonies.” However, if your event has special guests lined up for your event, then let your guests know so they can start getting excited! Toggle these settings on and add names and bios to display on your public event page.

Finalizing the Location Details

If you’ve gotten this far, then there’s only one more step absolutely required before your event is ready to go! We just need to know if you have a venue in mind.

If you do have a venue, then we will ask you some optional questions about your attendance goal and event capacity. For more information on the use of these optional fields, visit https://helpcenter.fundeasy.com/en/articles/5711666.

The only required fields from this screen are your venue’s name and address. These fields are necessary to help your guests plan transportation to your event.

We’ve made this part super easy for you! All you have to do is start typing your venue name, and we will auto-fill address fields based on your venue selection.

Show Location Map

Most events should display their venue details so guests know where to come. Therefore, the location map will always be toggled on by default for every new event.

However, if you have decided to not display your venue details, you can override the default setting and turn this toggle off. Note that doing this will mean that your event location details are no longer required fields. You can now proceed without location details, but some of your communication templates may look broken if they have incomplete information.

Add Parking Instructions

This optional toggle allows you to choose whether you wish to display any parking instructions on the public event page. If parking is complex (such as, people need to park by a specific entrance or plan to take a shuttle from the parking lot), then let people know that here.

Publishing the New Event

You may notice that after this step, you can now successfully click the “Finalize Setup” option in the lower left of the screen, even though you have not gone through all the setup steps.

We encourage you to continue working through the entire setup flow so that you can customize all your options to the fullest. However, if you just need to get your event up fast, then this shortcut can apply FundEasy defaults to the other steps and get you ready to accept your first registration ASAP. You can always re-enter the setup flow if you want to come back and formally finish the setup flow later.

If you need to break here, but don’t want to publish your event yet, you can instead use the “Save and Exit” Feature to pin your progress for the moment until you are ready to keep working.

There are still several steps left in your event setup that allow you to customize the look and feel of your event. If you are ready to explore those steps, read more at https://feedback.fundeasy.com/dashboard/articles/8069727