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How to: Schedule people for an Event

  • January 21, 2025
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Happie Pingol
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You have a wide array of options for scheduling your contacts for Events.
 

 

Manually:

Use Quick Look Up to find a record. Once you've clicked through to their record, add the event to their Upcoming Events or Past Events page section. Use Quick Mark to schedule several people, one at a time, for the same event.
 

Bulk Upload:

You can use the Bulk Upload Wizard to schedule groups of people for events at once.
 

From a Script:

You can add Calendar Events to Scripts so that people can be scheduled for events through canvassing or phonebank outreach.
 

Data Entry Forms:

You can use a Data Entry Form when creating new contact records and scheduling those contacts for an event at the same time. Events can be added to these forms.
 

Online Actions forms:

You can publish an Event Signup form or track activity from a supporter's Hosted Event.

Updating a person's attendance status from scheduled, to confirmed, completed or no show, for example, can be done through the methods listed above, or via the Event Participants List page.

It's generally a good idea to record Contact History along with Event Status changes, but this is optional.
 

Zoom Integration

If you are creating Online Events using Zoom, you can use our add-on Zoom integration which will automatically synch your registered attendees with your participant list