ChapterBuilder - How to Create an Event

ChapterBuilder - How to Create an Event

The Event feature allows users to create, manage, and invite guests to an event. Note, this feature is only available in the Standard and Pro versions of ChapterBuilder. 

Here is how you create a new Event:

1. Navigate to the "Event" tab located on the left-side navigation bar. If you do not see it, it probably means that you do not have a version of ChapterBuilder that includes the Events feature. 

2. Click the "+ New Event" button in the upper right corner of the screen. 

3. Input the Event details, this includes the following:

  • Event Name/Title

  • Start Date & Time

  • End Date & Time

  • Event Location

  • Event Point of Contact 

  • Description of the event (this will be auto-filled in your invitations)

  • Auto Statuses (optional) - to learn what auto statuses do, click here. 

4. Click the red "Create" button at the bottom. 

5. Your new Event will appear on your Event tab for you to manage. If you click the "Manage" button you will be able to invite guests, create an event form, and track attendance.

Summary

The Event feature allows users to create, manage, and invite guests to an event. This article will show you how to create a new event. 


    • Related Articles

    • ChapterBuilder - How to create Event time slots

      The ChapterBuilder Event feature allows you to create events with time slots. Time slots help you schedule meetings and 1:1s by creating pre-set timeframes that users can sign up from. You can limit and label these time slots as well. Here is how you ...
    • ChapterBuilder - What is the Event feature?

      Want to invite your leads to an event? Want to track the attendance of both your leads and your team members? The ChapterBuilder event feature has got you covered! Event Feature Functionalities Create event Send invitations to leads Send invitations ...
    • ChapterBuilder - Event - Confirmation Email

      When you are creating your event you create an Event Form. This form allows individuals to RSVP for your event. This RSVP can be a yes/no/maybe or it can be signing up for a specific time slot. If the person signs up for a time slot, you may want to ...
    • ChapterBuilder - How to create a form

      Need to collect referrals from your organization’s social media site or event? ChapterBuilder’s forms are perfect for just this kind of thing! Here is a step-by-step guide to creating forms for your organization. Here are the steps to creating forms. ...
    • ChapterBuilder - Who has access to the Event feature?

      The ChapterBuilder Event feature, allows you to create, invite, and manage leads attending your events. Note, you must be on a Standard or Pro plan to be able to access this feature. To upgrade your account and access this feature, click here.