Creating events within Liberalist allows you to keep all of your team’s events in one place and keep everything organized. Through the events tool you can create multiple shifts for events, set event roles such as Attendee and Volunteer, and monitor the turnout for your event.
Knowing how many people are attending an event can help your team determine how many volunteers may be needed, and help determine how to best allocate other resources. Having attendees in the system also makes confirmation and thank you calls easier!
1. Begin on the Shared Contacts side of the database
Events can only be created on the Shared Contacts side of Liberalist.
2. Create a New Event.
3. Select an Event Type.
● A box will appear that allows you to select an event type from a drop down menu.
● Select the type of event you are organizing and click Next.
4. On the New Event page:
a. Name your event, including short name, and pick the start date and time as well as the end date and time in the Name tab.
b. Click Next to go to the Shifts tab.
5. In the Shifts tab:
a) Select the Number of Shifts there will be for this event. If there is more than one shift, indicate the Start Time and End Time for each shift.
b) Click Next.
6. In the Repeat tab:
a) Select how often you would like this even to repeat: Never, Daily, Weekly, or Monthly.
b) Click Next.
7. In the location tab:
a) Indicate the location of your event in the Location box.
b) If the location of your event is not visible in the drop-down you can add another by clicking Create New
c) You will give the location of your event a name and fill in the address information. Click Next to create this location.
d) You will give the location of your event a name and fill in the address information.
e) Click Next.
f) You will be brought back to the initial Location screen where you can now select your newly created location from the drop down menu. Click Next.