Creating an event

1. Create an Event Template

• Creating an event template is useful if you are conducting similar events repeatedly.
• This step saves time by pre-configuring common settings.

1. Navigate to Events: Go to the events section in CiviCRM.
2. Create a New Template: Start creating a new event and configure the basic settings you want to reuse.
3. Set Basic Information:
   • Enter a title for the event template.
   • Choose whether to list participants publicly (usually not).
   • Enable public visibility.
   • Enable maps and links to add the event to calendars and social media.
4. Configure Settings:
   • Decide whether to display the event location.
   • Set up online registration.
   • Configure the information you want to collect from participants, such as name and address.
5. Set Up Confirmation and Reminders:
   • Enable confirmation screens and emails.
   • Set up a reminder email to be sent one day before the event.
   • Customize the subject and content of the reminder email.

2. Add a New Event

• After creating a template, you can create individual events using the template or from scratch if it’s a one-off event.
• This step involves setting specific details for each event.

1. Navigate to Add Event: Go to the section for adding a new event in CiviCRM.
2. Choose a Template (Optional): Select the event template you created earlier to pre-populate settings. If it is a one-off event then skip this step.
3. Set Event Date and Time:
   • Adjust the date and time for the specific event.
   • Set an event end time.
4. Verify Settings:
   • Ensure the location and reminder settings have been copied correctly from the template.