In Slate, you can create recurring or standalone events, invite attendees, send automated invitation and reminder emails, automatically manage waitlists, and more.

The events overview page

When you go to Events, you’ll find events in the Calendar view:

On the event overview page, you’ll find

• The date and time of the event

• The event location with editable map. If the location is associated with a dataset record, the name of the location will be linked to the record.

• A link to the event template

• The event folder

• The user associated with the event

• The status of the event

• The public URL for the event. Select Edit URL to replace with a vanity URL.

• Any documents associated with this event

Select Edit to edit these details.

If the event is associated with a notes form, a Notes button appears.

The following options are available to further edit the event and its components, export data, or view responses:

Edit Communications

Navigates to the overview of communications associated with this event.  

Edit Form

Navigates to the registration form associated with this event. If this event has a template, navigate to the template form to make changes.

Export Data

Automatically builds and runs a query of all registrants and the data associated with their form responses for this event.

Export PDF

Automatically renders a PDF of all form responses for this event. Each form response will also display the Form User, Form Title, Form Date, Form Status, and Form Submitted Date.

New Query

Automatically builds a query of all registrants and the data associated with their form responses for this event using the Standard Query Base. Additional exports and filters can be inserted as desired.

New Query (Preview)

Automatically builds a query of all registrants and the data associated with their form responses for this event utilizing Configurable Joins. Additional exports and filters can be inserted as desired.

New Report

Automatically builds a report of the event registration data. This report can be saved or exported if desired.

Survey Responses

If an event survey form is associated with this template, a report of the survey responses can be viewed here.

Don't see the event map?

If the map isn't displaying on an event, this could mean that the event geolocation is not saved when the event is created.

1. To add a map to an existing event where the geolocation did not happen, edit the event and add a space to the end of the street address and re-save. This will force it to re-run the geolocation.

2. To add a map to an event, select Edit Map and search for any location, or drag and drop the pin.

Check the map that is automatically granted to an event to ensure that its geolocation matches the expected map area.

Creating new events

Events use forms to capture registrations. Depending on the complexity of your event, you might choose to use:

• One form, multiple fields: Form fields on the main event template determine whether a registrant participates in additional activities.

• Related events: Related events on the main template let registrants register for multiple events at once.

• Multiple forms: Use separate event registration forms for different on-campus activities.

📖 See event structure for our recommendations for common event scenarios.

Reuse frequent event information with templates

Use event templates to prevent repetitive work configuring event settings. It’s always easier to create an event from a template, even if you think you’ll only host a given event once.

📖 Create an event template

Track attendance with event registration forms

From your event template, you can create a registration form.

📖 Event registration forms

Create an individual event from a template

Once you have a template set up with a registration form, you can create individual events that inherit that template’s properties. You can also override template configurations at the individual level.

📖 Creating individual events from a template

Collect event registration fees

You can collect event registration fees either on the registration form, or in person with the Slate Payment Terminal or Tap to Pay.

📖 Collecting event registration fees

Increase attendance with related events

Related events connect multiple events based on a common theme or purpose.

📖 Related events

Registrants and launching registration

On an individual event’s overview page, you’ll find registrants, space available, check-in, and registration options:

Note the following:

• The number for the Registrants count does not include guests.

• The Launch Check In option should be used to mark registrants as Attended or No Show.

• The Launch Registration option should be used if multiple registrations are submitted sequentially.

• This is typically used for day-of registrations, as submitting a registration from this screen will automatically mark this registrant as attended.

• The Space Available count will subtract the number of registrants and guests from the Limit set on the event.

• The Pending counts will only show for forms marked as Save for Later.

• Once at least one registrant is marked as attended, the Total registrants including guests count will display the number of attended registrants, with and without guests.  

When an event registration is selected from the event management screen, the form response can be displayed, edited, rescheduled, or deleted.

Cancelling events

See Cancelling Events and Managing Crisis Communications for help with cancellation and follow-up tasks.

Collecting event notes

You can create a dedicated form to associate with an event template, an individual event, or a form.

📖 Form and event notes