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Choose New event in the events library to open the create form. Everything starts as a draft, so nothing is public until you publish.

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The essentials

1

Name and type

Enter a Name and pick a Type (your organization’s event categories, set under Lookup tables). Optionally set a Capacity.
2

Date and time

Set the Start (required), an optional End, and the Timezone (defaults to your organization’s).
3

Choose free or paid

Pick how ticketing works:
  • Free event — collect RSVPs, no payments needed.
  • Paid event — sell tickets through Stripe. You’ll select a connected Stripe Connect account.
4

Set gift defaults (optional)

Choose a default Designation, Gift account, and Gift receipt template so every ticket and purchase is recorded consistently.
5

Turn on add-ons (optional)

Enable any of Manage sponsorships, Track expenses, Coordinate volunteers, Sell merch, or Manage auction items. Each adds a tab later. See Event add-ons.
6

Add a venue (optional)

Enter a venue name and address. Address auto-complete fills in the city, region, and map location as you type.
7

Create draft

Choose Create draft to open the event and continue setting it up.
Paid vs. Free is set when you create the event and stays with it. Choose carefully—paid events require a fully onboarded Stripe Connect account before they can publish. See Payments.
You don’t have to decide on every add-on now—but turning one on later simply reveals its tab. Start with what you know you’ll use.