Find a clear answer. Keep making an impact.
Follow a role path, click through each step, or browse verified articles for events, fundraising, communities, networks, programs, payments and CRM.
Matching step-by-step guides
2 interactive guides
Relevant results
26 helpful articles
Check in volunteers and attendees
Use Volunteer & event check-in to locate the correct event and record arrival for registered participants.
Buy an event ticket
Select an available ticket, provide the required attendee information, and complete checkout to confirm a paid registration.
Register for an event
Open the event page, select Register for a free registration flow, and complete the requested attendee details.
Cancel an event
Cancel an event only after reviewing its registrations, ticket commitments and attendee communication needs.
Manage event registrations
Use the event management view to review registrations and attendee information for your event.
Create free registration
Use the event registration settings for a free event when attendees need to reserve a place.
Edit a published event
Update event details carefully and communicate material changes to registered attendees when appropriate.
Publish an event
Review details, registration and payment readiness before making an event available to attendees.
Set an event title and description
Use a clear title and a practical description so attendees understand the purpose, schedule and expectations.
Set ticket capacity
Set a ticket quantity that reflects the real capacity and review it before attendees begin purchasing.
Understand event confirmation
A completed registration or ticket checkout should result in a confirmation; keep it for event check-in and updates.
Choose an event date and time
Set the event date, start time and end time carefully, then review the displayed timezone before publishing.
Choose the right event host
Choose whether an event is hosted by an individual, organization, community or network before configuring it.
Create paid tickets
Add ticket options and prices only after the event host has the required payment setup.
Donate from an event page
When donations are enabled for an event, use the donation option provided on that event page and review the amount before payment.
Set event location or online details
Add an in-person location or the relevant online joining details according to the event format.
Set ticket sales dates
Use ticket sales dates to control when a ticket can be purchased and stop sales when needed.
Share an event
Use the event page share options or copy the public event link to invite supporters.
Troubleshoot event registration
Check whether registration is still open, whether the event is private, and whether the selected ticket is available.
Troubleshoot ticket checkout
Verify ticket availability and payment details, then retry once; contact the organizer or support if the issue continues.
Understand private events
Private events are intended for a limited audience; use the organizer-provided invitation or access path.
Use event templates
Start from an available event template when it matches your format, then review every copied detail before publishing.
Volunteer for an event
Use an event volunteer option when the organizer has enabled volunteer participation and follow the event instructions.
Schedule a CRM meeting
Create a meeting against the correct relationship record, confirm timezone and attendees, and choose calendar sync only when the connected account is correct.
Standalone CRM and the Nonprofit Suite
GoodAction CRM can be offered as a standalone product, while paid Nonprofit Suite subscriptions include the applicable Advanced CRM entitlement for the organization.
Understand GoodAction CRM options
GoodAction offers Nonprofit CRM inside an organization workspace and a separate full Advanced CRM experience for eligible paid subscriptions.