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Operations · Events & Trips

From annual gala to weekend retreat.

Registration with payment plans, dietary fields, lodging assignments, transportation, and waiver collection. Sponsorships and exhibitor tracking on the same record.

What it does

The capabilities that earn this module's place.

Event registration

From inquiry to confirmed in three minutes.

Mobile-first registration with early-bird pricing, member discounts, optional sessions, dietary and accessibility fields, lodging selection, and digital waiver signing — all collected in one flow. Members reuse their household and contact info from the portal; non-members complete the same flow.

  • Mobile-optimized registration
  • Member vs. non-member pricing tiers
  • Optional sessions, lodging, transportation add-ons

Dietary, accessibility, logistical fields

Everything you need before the event.

Configurable fields per event — dietary restrictions for the catering count, accessibility accommodations for the venue, emergency contacts for the trip, t-shirt size for the conference swag, lodging preferences for the retreat. Field templates save across events so you're not re-configuring every year.

  • Per-event custom fields
  • Saved field templates across events
  • Required vs. optional with conditional display

Roster & logistics

Roster locks. Driver gets the manifest. Done.

Registration closes; the roster locks; the system generates everything the event team needs — attendee list with dietary flags, transportation manifest for the bus driver, lodging assignments for the retreat coordinator, name-badge print queue for the conference. No spreadsheets, no handoffs.

  • Roster locks at configurable cutoff
  • Transportation and lodging manifests
  • Badge-print queue from the same data

Post-event follow-ups

The thank-you note that writes itself.

After the event wraps, follow-up communications send automatically — thank-yous, surveys, photo galleries, next-event teasers. Segment by attendance (those who came get a thank-you; those who registered but didn't get a we-missed-you). Post-event reports for the board run from the same data.

  • Auto-queued thank-you and survey sends
  • Segmented by attendance
  • Board and funder reports from registration data

A workflow walkthrough

The annual gala, start to finish.

Six months out to the morning after — a real-world event flow from a member-led association running their annual recognition gala.

  1. March — Event configured. Diane, the conference chair, duplicates last year's gala in three clicks. Date and venue update; the field templates carry forward; pricing tiers refresh. Registration opens July 1; the page goes live with a hold-the-date.

  2. July 1, 8 AM — Registration opens. Early-bird pricing through July 31. The opening email goes to all active members at 8 AM; 47 members register in the first hour. The system handles the load without a hiccup; Diane gets a Slack notification when the early-bird tier hits 100 sign-ups.

  3. October 4 — Roster locks. Late-registration window closes at 11:59 PM the day before the event. Roster locks at midnight; name badges queue for print first thing in the morning; the venue gets the final headcount by 9 AM.

  4. October 5 — Gala night. Attendees scan their badges at the door; the welcome roster lights up. Award recipients pre-loaded; the AV person knows whose photo to put on the screen when each name is called. Sponsor recognition runs automatically through the program.

  5. October 6 — Follow-ups send. Thank-you emails queue at 9 AM the morning after. Survey link to all attendees. Photo gallery link. Donation page for those who'd like to support the foundation. The board summary report runs Monday morning.

Questions, answered

What we hear before customers sign up.

See events run for your team.

Set up your workspace this morning. Configure your next event this afternoon. Open registration tomorrow — and watch the dietary report write itself by lunch.

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