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.