Events and volunteer shifts

Two tools cover the in-person world: Events are the occasions people attend; Shifts are the volunteer slots that make them run. Both are created from Forms. Click New form, then choose the event or shift option instead of a standard template.

Events

1. 1Open Forms, click New form, then Create an event pageSet the what, when, and where, and publish the event page.
2. 2Share the pageEvery event gets a public link on your organization’s own web address. Copy it from the event’s Public link panel. Registrations flow straight into the CRM as people sign up.
3. 3Add ticket tiers and set their orderOn the event’s edit page, add ticket types under Ticket types (leave it empty for a free RSVP). Drag a ticket by its handle to set the order; the order you set is the order attendees see on the public page.
4. 4Review turnoutRegistrations and attendance appear on the event, and on each person’s Events tab.
5. 5Follow up automaticallyEvery registration — a stranger on the public page or a supporter your team registers by hand — can start an automation on the Event registration trigger: a confirmation sequence, a day-after thank-you, an ask to bring a friend. Limit it to one event or let it run for all of them.

Volunteer shifts

Create shifts from Forms (click New form, then Create a volunteer shift) with a time and a place. Each shift has its own public signup link, and your organization also gets a public Volunteer events page listing every upcoming public shift. The link is on the shift’s edit page. As volunteers sign up and serve, their hours accumulate on their profile’s Volunteer tab, which makes recognizing your most dedicated people easy.