Events Capabilities
Create and manage single and recurring events with flexible registration options, multiple payment methods, waitlist management, and comprehensive attendance tracking. Handle event lifecycle from creation through registration, check-in, and cancellation while maintaining full control over capacity, pricing, and customer access.
Overview
Events allow you to create single or recurring events that customers can register for. Set up flexible payment options including free events, paid registrations, punch card credits, and subscription access. Manage capacity limits, waitlists, and attendance while providing seamless registration experiences for both logged-in and guest customers.
Core Features
Event Creation & Management
| Feature | Description | User Benefit |
|---|---|---|
| Single Events | Create one-time events with specific dates and times | Host workshops, special sessions, or one-off activities |
| Recurring Events | Create events that repeat automatically | Set up weekly or monthly events without manual work |
| Event Details | Add name, description, color, images, and metadata | Make events visually distinct and informative |
| Parent/Child Events | Extend existing parent events across new date ranges | Continue popular events without recreating them |
| Event Status | Activate or deactivate events | Control which events appear without deleting them |
| Event Groupings | Group events for marketing and organization | Organize related events into programs or series |
Registration Management
| Feature | Description | User Benefit |
|---|---|---|
| Guest Registration | Allow customers to register without creating accounts | Reduce friction for first-time customers |
| Authenticated Registration | Logged-in customers can register and manage registrations | Provide better experience for returning customers |
| Registration Forms | Require customers to complete forms during registration | Collect waivers, health information, or preferences |
| Capacity Limits | Set maximum number of registrations per event | Prevent overbooking and maintain event quality |
| Waitlist Management | Enable waitlists when events are full | Capture interest and fill spots from cancellations |
| Waitlist Promotion | Manually promote customers from waitlist to active registration | Control who gets spots when they open up |
| Waitlist Reordering | Change the order customers are promoted from waitlist | Prioritize certain customers or handle special cases |
Payment Options
| Feature | Description | User Benefit |
|---|---|---|
| Free Events | Offer events at no charge | Attract new customers or provide community offerings |
| Paid Registration | Set one-time payment prices per event | Accept credit card payments for registrations |
| Punch Card Access | Allow customers to use class passes/credits | Sell multi-event packages and track usage automatically |
| Subscription Access | Grant free or discounted access to subscription holders | Reward members with included or discounted events |
| Multiple Payment Methods | Enable multiple payment options per event | Give customers flexibility in how they pay |
| Payment Link Generation | Generate secure payment links for registration | Accept payments even when customers aren't logged in |
Cancellation & Refunds
| Feature | Description | User Benefit |
|---|---|---|
| Flexible Cancellation | Customers and providers can cancel registrations | Handle schedule changes easily |
| Bulk Cancellation | Cancel multiple registrations at once | Efficiently handle event changes |
| Refund Control | Choose whether to refund when canceling | Handle exceptions and special circumstances |
| Automatic Refund Processing | Process refunds automatically based on policy | Clear policy that customers can rely on |
| Punch Card Credit Restoration | Automatically restore credits when refunding | Credits return to customer's account automatically |
| Refund Status Tracking | Track refund status for canceled registrations | Monitor refund processing |
Attendance & Check-In
| Feature | Description | User Benefit |
|---|---|---|
| Kiosk Check-In | Streamlined check-in interface for front desk | Fast, simple check-in process |
| Provider Check-In | Allow providers to check in attendees | Track who attended for reporting |
| Attendance Tracking | Mark customers as attended, no-show, or canceled | Track event participation |
| Registration Status | Track registration status (active, waitlist, canceled, no-show) | Monitor registration lifecycle |
| Attendance Reports | View attendance data for events | Understand event participation |
Customer Experience Features
| Feature | Description | User Benefit |
|---|---|---|
| Calendar Integration | Generate ICS calendar files for events | Customers can add events to their calendars |
| Google Calendar Links | Provide deep links to add events to Google Calendar | One-click calendar integration |
| Mobile-Friendly Registration | Responsive registration experience on all devices | Customers can register from phones, tablets, or computers |
| Anonymous Registration | Allow customers to register without accounts | Reduce barriers to first-time registration |
| Registration Confirmation | Automatically send confirmation emails to registrants | Keep customers informed and reduce no-shows |
| Event Reminders | Send reminder emails before events | Reduce no-shows with timely reminders |
Key Capabilities
Event Lifecycle Management
| Capability | Details |
|---|---|
| Single & Recurring Events | Create one-time events or set up recurring patterns that generate events automatically |
| Event Extension | Extend existing parent events across new date ranges without recreating them |
| Event Updates | Update event details, capacity, pricing, and settings anytime |
| Event Groupings | Group related events for marketing and organization |
| Status Management | Activate or deactivate events to control visibility |
Registration Control
| Capability | Details |
|---|---|
| Registration Windows | Control when registration opens and closes relative to event start |
| Form Requirements | Require customers to complete custom forms (waivers, health info, preferences) |
| Multiple Form Requirements | Require multiple forms during registration (waiver, cancellation agreement, additional forms) |
| Capacity Management | Set and enforce capacity limits per event |
| Waitlist Automation | Automatically move customers from waitlist when spots open |
| Guest-Friendly | Allow registration without requiring account creation |
Payment Flexibility
| Capability | Details |
|---|---|
| Multiple Payment Methods | Accept credit cards, punch cards, subscriptions, or offer free events—all in one system |
| Dynamic Pricing | Set different prices for different customer groups or time periods |
| Family Payment Methods | Parents/guardians can use their saved payment methods to pay for children's registrations |
| Product Integration | Link events to punch card products so customers can use their passes |
| Subscription Benefits | Grant automatic access or discounts to subscription holders |
| Payment Processing | Secure credit card processing through Stripe integration |
Cancellation Handling
| Capability | Details |
|---|---|
| Flexible Cancellation | Both customers and providers can cancel registrations |
| Bulk Operations | Cancel multiple registrations efficiently when event changes |
| Refund Control | Choose whether to refund when canceling, with automatic processing available |
| Credit Restoration | Automatically restore punch card credits when refunding |
| Status Tracking | Track cancellation and refund status |
| Cancellation Notifications | Automatically notify registered customers when events are cancelled |
Customization Options
| Option | What Users Can Customize |
|---|---|
| Event Details | Name, description, color, images, and metadata |
| Registration Rules | When registration opens/closes, form requirements, capacity limits |
| Pricing Strategy | Free, paid, punch card, subscription, or combination of options |
| Refund Policy | Hours before event start when automatic refunds apply |
| Email Settings | Enable/disable confirmation and reminder emails |
| Event Groupings | Group events for marketing and organization |
| Activity Configuration | Set up multiple activities per event with different pricing |
Limits & Constraints
| Limit | Details |
|---|---|
| Event Capacity | Set per event; no system-wide limit |
| Waitlist Size | Configurable per event; no hard system limit |
| Registration Window | Opens/closes based on minutes before event start; can be set to open weeks in advance |
| Refund Window | Configurable hours before event start; can be set to any value |
| Recurring Events | Can create events that repeat indefinitely |
| Event Groupings | Unlimited groupings can be created |
Advanced Features
Event Management
| Feature | Description | User Benefit |
|---|---|---|
| Search & Filter | Search events by date, name, status, or other criteria | Quickly find specific events |
| Event History | View past events and registrations | Track event history |
| Registration Overview | View all registrations for an event | See full picture of event enrollment |
| Hide/Show Registrations | Control visibility of registration lists to protect customer privacy | Maintain customer privacy while managing registrations |
| Event Analytics | Track registration counts, attendance, and revenue | Make data-driven decisions |
Provider Tools
| Feature | Description | User Benefit |
|---|---|---|
| Kiosk Check-In | Streamlined interface for checking in customers at front desk | Fast, simple check-in process |
| Attendance Tracking | Check customers in/out of events | Track who attended for reporting |
| Registration Management | View and manage all registrations for an event | Manage event effectively |
| Waitlist Management | Promote customers from waitlist and manage order | Fill spots efficiently |
Customer Tools
| Feature | Description | User Benefit |
|---|---|---|
| Customer Dashboard | View upcoming events and registration history | Manage registrations in one place |
| Self-Service Cancellation | Customers can cancel their own registrations | Reduce support requests |
| Registration History | View past event registrations | Track participation |
| Payment Management | View payment history and manage payment methods | Track spending and update payment info |
Integration Capabilities
| Integration | What It Enables |
|---|---|
| Payment Processing | Accept credit card payments through Stripe |
| Email Notifications | Send automatic confirmations and reminders |
| Calendar Systems | Generate calendar links for customer integration |
| Forms System | Require custom forms during registration |
| Product Catalog | Link events to punch card products and subscriptions |
| Customer Portal | Customers can view and manage their event registrations |
| Reporting System | Generate event reports and analytics |