This article will walk you through how to create a registration tool or calendar before creating individual events.


Required access:
You will need the Registration Administrator or Administrator access level.


How to get there:

  • From the Member Portal, Admin > Member Management
  • Select Registration Tool Manager
  • Click Add Registration Tool


Steps to be taken:

1) First you will enter the General Settings information

Registration Tool Name: The name of the calendar (e.g., Meetings, Volunteer Shifts, Member Events, Paid Public Events, Free Public Events)

Are these Paid Events?: If you would like to create paid events, set this to Yes. Paid events calendars includes the ability for admission options. It is not recommended to create free member events on this calendar. You would have to create a separate registration tool for these events.

Allow Self Check In?: If you would like your Members to check themselves in to events, set this to Yes. 

Choose Layout Type: This will define the way the events/shifts are displayed. Here are the various options:

  • Standard (Calendar/List) layout is the most common selection and allows Sign Up.
  • View Only View Only Registrations allow you to create Information only Calendars, without having Members sign up for events.
  • None None layout will hide the end user tool if you don't want the calendar to be accessed directly. If this is used, events/shifts created here would have to be accessed via the View All calendar, via a direct link provided by an Administrator, or administratively.

Does this Registration Tool Require Special Access?: You can restrict the calendar to allow only a certain group of people like the Board to sign up for the events/shifts (Optional).


If you set this to Yes, you will see a section appear below Advanced Settings called Access Settings

  • Who is allowed to Sign up for associated shifts? - choose an Access Group to limit who can sign up for shifts, events or meetings 
  • Who is allowed to Manage this Tool and Associated Shifts? - choose an Access Group to limit who can manage this registration tool (ex) only the Board of Directors can manage the Meetings calendar
  • Who is allowed to View this Tool and Associated Shifts? - choose an Access Group to limit who can view the Registration Tool and all associated events created in this tool

Enable Hours: Set up your registration tool to enable hours, which users will get credited for attending the event. If you set this to Yes, you will see the following options:

  • Hours Type: This will be where you can choose the Type that hours earned through this tool credit go towards:
    • Administrative
    • Community Impact
    • Fundraising
    • Learning and Development
    • Volunteering
  • Hours Submission Type: This determines how the hours are applied to the attendees after the shift/event


Enable Confirmations and Reminders?: You can enable automated confirmation and reminder emails to send to registrants. If you set this to Yes, these two dropdowns will appear under Reminder and Confirmation Email Settings

  • From Name: This determines what the from name for automated emails will be. Be sure this does not have any special characters such as commas, apostrophes and periods.
  • From Email Address: This determines what the from email for automated emails will be.



2) Next, you'll need to enter the Advanced Settings information

Default Layout: From here, you can pick between two different ways you'd like the calendar to display:

  • Calendar - Calendar view is the most common view. A user will click on an event view's details and register.
  • List View - is best used when you have a large number of events over a small number of days.

Express Registration: Express Registration is useful in situations where the event details are not as important as quickly signing up for an event. For instance, when the user is familiar with the event details. Clicking on the event won't take you to the detail page. It will automatically register you as an attendee.

Enable Wait List by Default?: This will automatically have the waitlist on for created events.


3) Click on Create Registration Tool to save your changes.


If you want additional settings for the registration tool, see Advanced Setup and Editing Registration Calendar

To create shifts/events in the registration tool, see Creating & Editing Individual Events/Shifts in a Registration Calendar