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Event Admin View

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.
      Screenshot 2024-12-31 at 12.08.25 PM


      Note: Credit Passes will not show under payments transactions.
    • 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

      Screenshot 2024-12-31 at 11.22.39 AM
    • Completed: Shows all past event sessions with details
      Tip: Click 3-Dots on the schedule line bar to view all past sessions and details
      Screenshot 2024-12-31 at 11.24.59 AM
    • 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.
    • Registration Responses: If you selected to collect additional registration fields upon sign up, your clients information will populate here so that you can view/edit their responses.

Screenshot 2024-12-31 at 12.09.58 PM

 

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.