Members-Systems Help

Help Topic: Members taking part in an event - Event Participants

Main help index

Every member who takes part in an event is known as a participant in that event in the Members-Systems area.

Adding members to an event

To add a member as a participant in an event, you first need to have created the event (see Managing Events). To add members to the event, you can select a set of members from the View Members screen(Finding Members or from the Contacts tab of the Members Details page (see Viewing Member's Details) and select the 'Add Members to an Event' action.

From the confirmation screen select the required event from the dropdown box. The box normally only shows future events for your organisation - to add all past events into the possible selections, press the 'Show Past Events' button. Note that the dropdown box does not include group events - to join as a participant in a group event, you must join the relevant group (see Group Events).

You must also select an event participant status and (optionally) an Event Role for the new participants (see Event Participant Status and Roles).

Which Events has a member taken part in, or which events are they registered for?

To find which events a particular member has taken part in, view the Events tab on their Member Details page (see Viewing Member's Details). Here you can add them to another event or to past group events (this is the only place from which you can add members to past group events - see Group Events).

By selecting one or more events, you can change a participant's status or role, or remove them from an event.

Viewing event participants(members)

To view the participants in an event, click on the event title in the Managing Events screen (Managing Events). Clicking on the numbers for active or inactive participants from that screen will show only the active or inactive participants in that event (seeEvent Participant Status and Roles). You can also click on the event title from the Event tab in the Members Details page for a member (see Viewing Member's Details).

The resulting screen(s) will show all, or a selection of, the members at an event.

How do I update the status for many members in an event

This is typically done after an event to register the members who actually attended, as opposed to those who registered.

From the Event Participants screen (see above for detail of how to see the participants), select the members whose status you want to change. From the dropdown box next to the 'Update Status' button select the new status (see Event Participant Status and Roles) and then press the 'Update Status' button.

What you can do from the Event Participants screen

From the event participants screen (see above for detail of how to see the participants), you can select a number of members (using the buttons you can select all participants in the event or just the active ones) and:

- Update their Status

- Update their Role - see Event Participant Status and Roles

- Perform an action from the dropdown box - most are similar to those that you can see from the View Members screen Finding Members

You can also (from the buttons at the top of the screen) maintain Event Attributes - Event Attributes - and Scheduled Messages - Scheduled messages for an event.

Removing members from an event

From the event participants screen (see above), select the relevant participants and press the 'Remove from Event' button. You will need to confirm your action.