Creating & Managing Events

Events help you organize and track the conferences, networking sessions, and meetings where you build relationships. Here is how to create and manage them.

Creating a new event

1. 1

   Click "Add New Event"

   From the Events page, click the "Add New Event" button to open the creation modal.

2. 2

   Enter event details

   Fill in the event name, description, and location. The name is required; the rest are optional but help with organization and searching.

3. 3

   Choose the event type

   Select whether this is a single-day event, multi-day event, or recurring event. For multi-day, set start and end dates. For recurring, choose a frequency and end condition.

4. 4

   Set cost (optional)

   If the event has an attendance cost, enter it here. This helps you track event spending for ROI analysis.

5. 5

   Save the event

   Click "Save" to create the event. You will be taken to the event detail page where you can manage attendance.

Event fields

Configuring recurrence

When you select a recurring event, additional options appear:

• Weekly — Choose which days of the week the event occurs.
• Monthly — Choose the day of the month.
• End condition — End on a specific date, or after a set number of occurrences.

Editing and deleting

From the event detail page or the events list, click the edit button to update any field. To delete an event, click delete and confirm. Deleting an event removes the attendance records but does not delete the linked contacts.

Next steps

• Manage event attendance — Add contacts to the attendee list.
• Find new events — Use AI search to discover industry events.