What you will accomplish

You will publish a customer-facing event with a name, date, time, location, and description. Customers can RSVP from their portal or a shared link. On event day, your team can check attendees in.

When to use a social event

Use a social event (not a simple campaign) when customers need:

• A dedicated event page with date, time, and location.
• RSVP choices such as Going, Maybe, or Can't Go.
• Paid tickets or capacity limits.
• QR or ticket check-in at the door.

Before you start

• Confirm the event name, date, time, location, and capacity.
• Decide whether the event is free or paid.
• Decide who may see the event: all customers, invited customers only, or anyone with a public link.
• Prepare a short description—what to expect, parking, and what to bring.
• For paid tickets, confirm payment processing in Settings > Billing.

Step 1: Open the event form

1. Open Marketing & Events

   Go to Marketing & Events.

2. Click Create New

   Click Create New in the top-right corner.

3. Choose In-Person Event

   Click In-Person Event. The Create Social Event window opens.

Step 2: Enter the event details

1. Add an Event Photo (optional)

   Upload a flyer or facility photo if you have one. Photos help customers recognize the event in the calendar and portal.

2. Enter the Event Name

   Type the name customers will see. Examples: Cars & Coffee Open House, Winter Storage Prep Night.

3. Add the Location

   Enter a place name customers recognize, such as Main Lounge or Showroom.

4. Add the Address when needed

   Use Address for off-site events or when customers need driving directions.

5. Choose Start Date & Time

   Pick a date and time in the future. The app will not save an event that starts in the past.

   Use + Add end time if the event has a clear end time.

Expected result: Required fields show a name and a future start time.

Step 3: Set capacity, cost, and description

1. Use Recurring Event only for repeating events

   Turn on Recurring Event for monthly meetups. Leave it off for one-time events.

2. Enter Max Attendees when space is limited

   Use Max Attendees when seating, parking, or tickets are limited. Leave blank if there is no cap.

3. Enter Cost for paid events

   Type the ticket price in Cost ($). Use 0.00 or leave blank for free events.

4. Write the Description

   Explain what customers will do, arrival instructions, parking, and whether guests are allowed.

5. Click Create Event

   Click Create Event when the details are correct.

Expected result: The event appears on the Marketing & Events calendar. Click the event to open its detail page.

Step 4: Review RSVPs and share the event

After the event is saved, open it from the calendar. The event detail page opens at a link like /dashboard/social-events/ plus the event id.

1. Review the summary cards

   Check Capacity, Going, Maybe, and Can't Go so you know how many people to expect.

2. Search attendees when the list grows

   Use Search attendees... to find someone by name or email.

3. Click Edit to change details

   Update time, location, description, or visibility if plans change.

4. Click Share to invite customers

   Use Share to copy a link for email, text, a community channel, or your website.

Troubleshooting

What to do next

Before event day, invite customers with Create a campaign or post in a community channel.

On event day, use Check in social event attendees.