The platform allows you to create and manage multiple events, with different permissions, sorted in a list separated by dates, names, and visibility. Each event is separated from the other and can be navigated by each participant independently, which means that access to an event does not necessarily give access to another event.

This article intends to show you how to create, edit and manage your events through the InEvent platform.

Who can create events?

Company administrators can create, access, and delete events, as well as create templates, add other company admins, set up the features for all events, and much more.

Besides this option, booking users can use the event booking forms to request the creation of an event.

How do I create an event?

You must click on Events > + New event, complete Event's name field, and then click on Create button. You can choose if your event will have a pre-defined template.

New event
Creating an event will consume one credit, as the creator will be automatically added as an admin in the attendee list. Besides that, creating a template event will also consume one credit. Click here to learn more about registration credits.

Additional settings

Instead of simply creating an event by just defining its name, you can also use the additional settings of the event.

By clicking on Additional settings when creating an event, you'll be able to define not only its name, but also to add information such as:

  1. Basic information
Basic information
  1. Privacy details
Privacy details
  1. Event cover
Event cover
  1. Website Template
Website template

You customize your event's design and colors to reflect your company's colors. Check White Label for more information. 

Where can I find the events I have created?

In the events screen, you can see a complete list of all events that have already been created in your Company. You can view the number of attendees/capacity, and also the number of people on the waitlist of each event, as well as dates, tags and other information.


In addition, you can also change the way the list of events is displayed, including the cover image selected for each event. To do this click on the icons on the top right corner to change the event's list format.

Changing the list format

How do I create a template?

Creating event templates is a great way to save time when creating the same multiple events. Here you can set your overall layout for your event and then use the template to duplicate certain events of the same structure. Click here for further information.

How do I copy an event?

If you want to have the same event structure that has been previously developed, there is a simple and easy way to do so without doing all the setup again. Click here for further information on copying an event.

How do I archive events?

You can archive events, which allows you to free up your event list page without having to delete old events. To archive an event, click on the Edit button in the top right corner, tick the check box of the event you wish to archive, then click on the Archive button in the top right corner.

Archive events

Archiving an event does not impact its functionality. An archived event retains all its features and capabilities, similar to an un-archived event. The event organization process remains unaffected by archiving. You can continue to perform tasks such as adding invitees, sending invite emails, adding attendees, allowing registrations and ticket purchases (along with email notifications), and participating in sessions. In essence, all regular event functions are available within an archived event.

To view the archived events, simply click on the Archived tab.

Archived events tab

You can un-archive an event, by going to the archived tab, pressing the Edit button, checking the box of the event you wish to un-archive, and then pressing the Unarchive events button. The event will be returned to the events tab.

How do I search for events?

You can search for events, by clicking on Events > Search (upper right corner). It is possible to specify your search by ID, Name, City, In Person, Public, Visible, Custom fields, from the drop down menu or simply enter the name of the event in the search box and press the blue Search button.

Search for events
To find out more about adding Custom fields and searching for events using Custom fields, refer to the Custom fields article.

How can I filter events?

To filter your events, press Events on the left side, then in the top right corner press the Filter button.

Filter events

Click the dropdown box and choose from the following filters:

  • Events I've created: Events you have created.
  • Events I'm organizing: Events in which you are an admin.
  • Events I'm the host: Events in which you are the host.
  • Events with ticket requirement: Events that have the ticket requirement tool enabled.
  • Events with free tickets: Events that have tickets at no cost.
  • Events with paid tickets: Events that have tickets with prices attached.
  • Events without ticket requirement: Events that have the ticket requirement tool disabled.
  • Next events: Upcoming events that are yet to commence.
  • Past events: Event that have ended.
  • Current events: Events that are currently ongoing.
  • Single day events: Events spanning a single day, commencing and concluding on the same day.
  • Multi day events: Events extending across multiple days, with distinct start and end dates.
  • Online events: Events whose event mode is set to Virtual/Online.
  • In-person events: Events whose event mode is set to In-Person.
  • Tags: Event with tags.
When using tags, a secondary Filter: Tags drop-down field will appear for you to select a specific tag.

You can choose a filter or multiple filters by selecting the filter(s) and pressing the blue Add filter button.

Selecting filter options

To remove a filter, simply click on the trash icon on the right side of the filter you wish to remove as highlighted in the image below:

The red trash icon on the right side of the filter

How can I use the Views button?

The Views feature allows users to save and access events and webinars based on a selected filter. After selecting events or webinars through a desired filter, users can save them as a view. This allows users to easily access the events or webinars according to the filters added to that particular view. Views help users to organize and sort their events into different categories from a large pool of events. To create a view follow these steps:

  1. Click on the Views button in the Events or Webinars page
  2. Click Create View and enter the name and click on Create.
  3. After creating the view, click on the filter icon, select the desired filter and click Add filter.
  4. Click on the Views button again and select the desired View.
  5. Click on Save View.
  6. Now once you click on the view that you created, you will only see the events/webinars according to the filters added to that specific view.
After applying a filter, a star icon will appear next to the newly added view. Remember to click Save View immediately after adding the filter to keep your changes. If you don't save the view before clearing or switching to another one, you may lose the filter settings you applied to the view.
You can create multiple views by following this process each time you want to create a new view. Before doing so, ensure to clear any existing view so you can see the + Create View button.
Gif showing how to create a View

Views without filters added will not be functional.
When a view is created using any of the personalized filters, it will display only events/webinars relevant to the user who applied the filter, regardless of whether the user created the view or not. Additionally, when a new filter is added to a view, it replaces any previously selected filter.
How do I duplicate a view?

To duplicate existing views, click on the view you wish to duplicate, then click on the Duplicate button and enter a new name for the view. The duplicated view will be an exact replica of the original view. After duplicating a view, you can also make changes to the events in it by selecting a new filter specific to your preferences.

Duplicating views

How do I clear a view?

To clear a view and display all the events in the Events dashboard, simply click on the drop-down beside the selected view and press the Clear button.

Clearing a View
How do I delete a view?

To delete a view that was created follow these steps:

  1. Click on Edit.
  2. Click on the Views drop-down button.
  3. Click on the Red trash-bin corresponding to the view you want to delete.
  4. Click on Confirm to delete.
  5. Click on End to save changes.
Gif showing how to delete a view/views

How do I delete an event?

To delete an event, after clicking on Edit, select the event checkbox you wish to remove, and then click on Remove button at the top right corner of the page. A confirmation box will appear for you to confirm your action. Click on the red Remove button to confirm. Press End to save changes.

Delete an event

How can I extract a report of events?

You can extract a report of events from the Company level. To do so, click Edit from the Events page and click Report. A blue notification banner will then appear to notify that your report is being processed.

This action will extract a report of all events within the same company. To extract a report of select events, use the Filter tool before extracting a report.
GIF showing how to extract events report from the company level.

Once your report is finished, it will be sent to your email. You can also access it by navigating to Reports > Report center from the Company level.

If you click on the Download button on the notification banner, it will direct you to the Report center page.

On the Report center page, you can preview your report by clicking on Preview under the title of the report. To download your report in an .XLSX format, click on the blue Download button under the Actions column.

GIF showing how to preview and download reports from the Report center.

In the report, you will find information such as the names of the event creators, event names, event nicknames, event descriptions, event time and dates, and other event details.

For more information on reports, refer to our article on extracting and viewing reports.

How do I change the company tools?

To define which tools will be available to all of your events, go to Account > Tools > Edit. According to your needs, toggle the buttons on or off and click on End.

Changes in the company tools will reflect in all events under that company.
Company tools
You can also change the tools available for a specific event by changing the event tools.

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