In this article, learn how to view individual event details to see event roster list, payment transactions, and scheduled sessions in the Event Admin View.
APPLIES To: Admins and Staff
Last updated: April 27, 2023
Event Admin View
- To access the Event Admin View, hover over the main navigation bar on the left hand side and click Events
- Click on any event name listed under Manage Events
- Use the tabs at the top of the page to view event details.
- Roster: Shows list of all previous and current clients registered for the event
Tip: Click the 3-Dots on the client line bar to access the Client Profile. - Payments: Shows every transaction that has gone through for this event.
Note: Credit Passes will not show under payments transactions.
- Roster: Shows list of all previous and current clients registered for the event
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- Schedule: Shows all upcoming scheduled sessions
- View Session: Click 3-Dots on schedule line bar to view individual session details
- Cancel Session: Click 3-Dots on schedule line bar to cancel individual session
- Schedule: Shows all upcoming scheduled sessions
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- Completed: Shows all past event sessions with details
Tip: Click 3-Dots on the schedule line bar to view all past sessions and details
- Completed: Shows all past event sessions with details
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- Staff: Shows all staff members listed as selection options for scheduling
- Waitlist: If your Fixed Scheduled Event has Allow Waiting List enabled, you will also see a tab including a list of clients who have signed up for the waitlist, next to the Staff tab. If a spot opens up, you are able to invite them straight from the Event Admin View.
- Staff: Shows all staff members listed as selection options for scheduling
Action Items
Located to the left of the Roster tab, you will see four icons.
- Clicking on the comment icon will open up the Create Message drawer allowing you to Message Event Attendees.
- Clicking on the chain-link icon will take you to the Event Specific URL which allows you to copy the URL and send to clients directly or post on your website.
- Clicking the cloud icon will download the list of event registrations in a CSV file.
- Clicking the three dot menu will allow you to:
- Send an automated marketing email to invite people to a specific event.
- Export a file to track your participant's attendance to a specific event.
- Edit an event if you need to make changes going forward.