Event Manager

Use the Event Manager to create a new event, add participants, track RSVPs, assign guests to tables or other groups, and record donations.

When you open the Event Manager from the Navigator, it opens a list of existing events. If you select an event by double clicking on it, it opens a new tab for the selected event, with the event name as the name of the tab.

You can also create a new event using the Event Setup wizard. Once the new event is created, it opens in a tab named for the new event.

An event opened in the Event Manager has several sub tabs:

  1. RSVP List - this shows the names of the people who have been added to the RSVP list using the Add Participants tab of the event setup screen. Names of people who responded online also appear in this list. From this tab you can add or remove names, send invitations or reminders, update RSVP status or other information about participants, add gifts, and assign guests to tables or other groups.
  2. Overview - this shows a summary of the current status for this event, including the number who are coming and the total amount raised. You can edit event details and add expenses associated with this event from this sub tab.
  3. Group Definitions - the groups that you have defined, such as tables or foursomes, appear in a list on this tab. You can change these group definitions from this tab.
  4. Group Assignments - this shows who has been assigned to each group. From here you can add or update these assignments.