Manage Events Inside Your CRM

If your business runs workshops, classes, webinars, meetups, or in-person events, managing everything across different tools can get messy fast. This CRM event feature helps you handle the full event process in one place—from setup and registration to check-in and follow-up.

📌 Why This Matters

Events can bring in revenue, create repeat customers, and give people a reason to stay connected to your business. When your event pages, ticket sales, attendee information, and follow-up messages all live inside your CRM, it becomes much easier to stay organized and give attendees a better experience.

✨ What’s New

  • Event creation in one place: You can create free, paid, RSVP, online, in-person, and hybrid events while managing schedules, event details, speakers, and registrations from a single dashboard.
  • Custom event pages: Build branded registration and event pages with editable sections, layouts, and styling to match your business.
  • Ticketing and registration tools: Offer multiple ticket types, set pricing and inventory, create coupon codes, and collect attendee details during registration.
  • QR tickets and check-in: Automatically send QR-code tickets and use them for fast attendee check-in while tracking attendance activity.
  • Automated follow-up: Set up reminders, confirmations, and post-event messages based on registration, check-in status, or event timing.
  • Easy access inside Labs: You can turn on the Events feature directly from your CRM settings without needing special approval.

🛠️ How to Use It

  1. Step 1: Go to your CRM settings and open Labs to enable the Events feature for your account.
  2. Step 2: Open the Events area under Memberships and create your event by choosing the format, date, ticket setup, and registration details.
  3. Step 3: Customize your event page so customers can view details, register, and buy tickets in one simple flow.
  4. Step 4: Add automations for confirmations, reminders, and post-event follow-up so attendees stay informed before and after the event.
  5. Step 5: Use QR tickets and check-in tools on event day to keep entry smooth and track attendance.

💡 Pro Tip

If you host events regularly, use this feature to follow up with attendees right after each event so you can turn interest into repeat bookings, purchases, or memberships.

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