Event Series
To create a series of events, you can copy the initial event. You can set up event series different ways, so pick the one that works best for your church!
- Series: Multiple events that are related to and copied from each other.
- Multi-day Series: A single event that spans multiple consecutive days, like a retreat or seminar.
- Recurring Event Series: An event that occurs on a regular schedule, but not consecutively. For example, a Bible Study or prayer group that meets every Tuesday morning or the first Monday of every month.
Create an Event Series
To view all the Events in a series, see View Example: Events in Series and modify the example to fit your needs.
Edit an Event Series
Extend an Event Series
You may need to extend an existing Event series to include additional occurrences connected to the original series. For example, to schedule another four additional Events in the same recurrence pattern. Or you may want to add another recurrence pattern for the series. For example, you have an Event that occurs every Monday and Friday, and you want that same Event to occur every other Wednesday as well. You can copy an existing record.
New events are added as long as the same Event doesn't already exist, unless you allow duplicate occurrences.
- Click the Events page.
- Click to open one of the Events in the series.
- Click .
- Click the to the right of the Recurrence Pattern box.
- To extend the existing series, confirm the pattern and select a new number of occurrences or the date you want the series to end by.
- To extend the series with a different recurrence pattern, click Add Recurrence Pattern.
- To extend the series with multiple difference recurrence patterns, click Save & Add Another.
- Once you define the recurrence patterns you want, click Save.
- Click Extend Current Series.
- Optional: To add an Event record when the same Event already exists, select Allow Duplicate Occurrences.
- Optional: Copy any data from other tabs or attached files.
- Click Copy Record.
- Click Submit.
Delete an Event Series
- Click the Events page.
- Click one of the events in the series to open it.
- In the General tab, click .
- In the dialog box, indicate what Event(s) in the series you want to delete.
- Select Delete This Occurrence to delete this Event in the series.
- Select Delete This And All Future Occurrences to delete this Event and future Events in the series.
- Select Delete Series to delete this Event series.
- Click Delete.
- If needed, reconcile any dependent records.
- Click Delete.
- Click OK.
Event Series & Registration
If your multi-day event includes registration, you can set the Register into Series field to Yes to activate a routine to automatically register a Participant into all Events in the series.
Set the first Event in series to have a Registrant Message (if needed) and the Product. The subsequent events should NOT have a Registrant Message or Product set. Instead, in the External URL field, paste in the Event Registration for Day Event. This way, everyone registers for the first day and then the Routine adds them for the subsequent Events. If people can register for just one of the days at a lower price, use Product Option Groups and manage that as Groups associated with different Event days.
Creating Past Recurring Events
Sometimes you may need to create a series of past Events to record Attendance or Event Metrics. In those cases, begin with the oldest date, then create the series moving forward as you would a regular series of Events.