Event Creation Flow - Complete Feature Documentation

This document provides a comprehensive overview of all options, inputs, and features available when creating an Event in Corsizio. The features are organized in the order they appear in the event creation wizard flow.

Event Creation Wizard Steps

The event creation process is organized into 5 main steps:

Main Details - Core event information and basic settings
Pricing & Payment - Pricing, payment methods, discounts, and taxes
Description & Content - Event description and rich content
Custom Form Fields - Registration form customization
Filters & Settings - Advanced settings, restrictions, and automation

Step 1: Main Details

Primary Information

Event Name & Timing

Event Name/Title (required)
- Short and concise event name
- Text input field
Start Date & Time (required)
- Date picker with time selection
- Timezone-aware scheduling
End Date & Time (required)
- Date picker with time selection
- Must be after start date
- Maximum 1 year after start date
Time Zone Selection
- Dropdown with grouped time zones
- Defaults to account time zone
- Option to change from account default
- Shows time zone abbreviation

Language & Localization

Language Selection
- Dropdown with available languages
- Defaults to account language
- Override account default option
- Shows language code (e.g., "English - en")

Registration Timing

Registration Open Date & Time (optional)
- Date/time picker with timezone support
- Default: Opens immediately after publishing
- Cannot be after event start date
- Option to set specific opening date
Registration Close Date & Time (optional)
- Date/time picker with timezone support
- Default: Closes at event start time
- Cannot be after event end date
- Must be after registration open date

Date Display Options

Hide Dates from Public View
- Checkbox to hide event dates
- Removes from calendar view
- Disables "Add to Calendar" function
- Warning about internal system usage
Hide "Add to Calendar" Function
- Only available when dates are visible
- Checkbox to disable calendar links
- Affects public pages and emails

Event Dates Breakdown (Component)

Advanced scheduling feature for events with multiple non-consecutive dates.

Configuration Options

Enable Date Breakdown
- Toggle to create visual breakdown
- For display purposes only
Breakdown Items (unlimited)
- Start Date/Time: Individual session start
- End Date/Time: Individual session end
- Label: Optional short description (max 60 characters)
- Ordering: Move items up/down
- Add/Remove: Dynamic list management
Validation
- All breakdown dates must fall within primary event dates
- Start time must be before end time
- Automatic cleanup of empty items

Contact Information

Event Contact Details

Contact Name/Position (optional)
- Text input for contact person
Public Email Address (required)
- Email validation
- Used for public correspondence
Phone Number (optional)
- Text input for contact phone

Actions

Revert to Default: Button to restore account default contact info

Location Management

Location Selection

No Location: Radio option for virtual events
Existing Locations: Radio list of configured account locations
Location Display: Shows location label from account settings

New Location Creation (Admin only)

Location Name: Text input
Street Address: Text input
City/Town: Text input
State/Province: Text input
Country: Text input
Postal/Zip Code: Text input
Auto-generated Label: Comma-separated combination of all fields

Virtual Event Information

Virtual Meeting Details

Virtual Meeting Link & Info (optional)
- Rich text editor with formatting options
- Minimum height: 120px
- Allowed formats: rich, basic, align
- Sensitivity: Information only shared in confirmation/reminder emails
- Usage: Added to iCal attachments
- Purpose: Web meeting links (Zoom, Google Meet, Teams, etc.)

Instructor Management

Instructor Selection

Instructor List: Checkbox list of available instructors
Ordering: Alphabetical by name
Management Link: Direct link to instructor management
Conflict Detection:
- Automatic checking for instructor scheduling conflicts
- Warning display for conflicting events
- "Check again" functionality

Conflict Information Display

Conflicting instructor names
Conflicting event dates and times
Formatted date ranges with timezone

Division Targeting (if enabled)

Division Selection

Target Divisions: Checkbox list of account divisions
Availability: Only shown if account has divisions feature enabled
Management: Link to division settings

Display Options

Portal Visibility

Hide from Portal Site
- Checkbox to hide from event listings
- Useful for direct-link-only events
- Prevents discovery through portal browsing
Hide from Calendar View
- Checkbox to hide from calendar displays
- Useful for long-duration events
- Prevents calendar display interference

Step 2: Pricing & Payment

Event Pricing (Component)

Comprehensive pricing management with multiple categories and options.

Price Categories (unlimited)

Enable/Disable: Toggle for each price category
Price Label: Short name (max 24 characters)
Price Amount: Numeric input (0 for free events)
Description: Optional details (max 240 characters)
Ordering: Move categories up/down

Advanced Pricing Options

Variable Amount Pricing
- Allow customers to enter custom amount
- Set price becomes minimum required
Discountable Pricing
- Enable coupon discounts
- Enable volume discounts

Early Bird Pricing (per category)

Enable Early Bird: Toggle for early pricing
Early Bird Price: Reduced price amount
Early Bird End Date: Inclusive cutoff date
Early Bird Discountable: Allow discounts on early pricing

Display Settings

Hide from Public List View: Checkbox to hide pricing in event lists
Hide from All Public Pages: Checkbox to completely hide pricing

Event Add-ons (Component)

Additional paid items and services for events.

Add-on Configuration

Enable Add-ons: Main toggle for add-on functionality

Add-on Items (unlimited)

Enable/Disable: Toggle per add-on item
Add-on Label: Short name (max 24 characters)
Price Amount: Numeric input
Description: Optional details (max 240 characters)
Required/Mandatory: Force selection during registration
Ordering: Move add-ons up/down

Advanced Add-on Options

Variable Amount: Customer enters custom price
Discountable: Allow coupons/volume discounts
Quantity Options:
- Allow quantity entry
- Set maximum quantity per registration

Inventory Management

Limit Available Units: Toggle for inventory control
Total Units: Maximum available across all registrations

Tax Configuration

Tax Settings

Enable Tax Collection: Toggle for tax application
Tax Rate: Percentage input (0-99%)
Default Tax Rate: Quick-set button using account default
Tax Help: Links to tax documentation

Payment Methods

Online Card Payments

Enable Online Payments: Toggle for credit card processing
Card Brand Display: Visual representation of accepted cards
Currency Display: Shows account currency
Account Validation: Warning if account not configured for payments
Documentation Links: Multiple help articles for payment setup

Offline Payments

Enable Offline Payments: Toggle for pay-later options
Payment Instructions: Custom text for payment details (max 500 characters)
Effective Before Date: Optional cutoff date (inclusive)
Timezone Support: Date selection with event timezone

Deposit Payments

Enable Deposit Payments: Toggle for partial payment option
Deposit Amount: Dollar amount for initial payment
Effective Before Date: Optional cutoff date (inclusive)
Requirements: Deposit amount required when enabled

Payment Automation

Payment Reminders

Enable Automatic Reminders: Toggle for reminder emails
Reminder Date: Date picker for reminder sending
Target Audience: Attendees with pending payments
Exclusion Logic: Skip those already sent manual requests

Discount Management

Coupon/Promo Codes

Enable Discount Codes: Toggle for coupon functionality
Coupon Assignment: Modal dialog for coupon selection
Coupon Display: HTML list of assigned coupons
Coupon Types:
- Global coupons (apply to any event)
- Event-specific coupons
- Internal vs. public coupons
Discount Information: Shows discount amount and type

Volume Discounts (Component)

Automatic bulk pricing discounts based on registration quantity.

Volume Discount Configuration

Enable Volume Discounts: Main toggle
Discount Type Selection:
- Dollar Amount: Fixed dollar reduction
- Percentage: Percentage-based reduction

Discount Tiers (configurable)

Registration Positions: Discounts for 2nd through 20th registrations
Tier Management:
- Add/remove discount tiers
- Set discount amount per tier
- Position-based pricing structure

Dynamic Configuration

Flexible Tiers: Configure different discount amounts for different registration counts
Ordering: Automatic ordering by registration position

Step 3: Description & Content

Content Management

Cover Photo Notice

Upload Notice: Information about cover photo upload availability
Post-Creation Upload: Cover photos added after form completion
Help Documentation: Links to image/video guides

Event Description

Description Content: Rich text editor for event details
Format Options: Multiple content formats supported
- Markdown (md)
- HTML
- Rich text (rich)
- All formats (all)
Editor Configuration:
- Minimum height: 300px
- Placeholder text guidance
- Optional field

Content Help Resources

External File Links: Guide for linking to external documents
Image/Video Addition: Instructions for media content
Markdown Formatting: Code view formatting guide

Step 4: Custom Form Fields

Built-in Registration Fields

Required System Fields (always present)

Name Field:
- Full Name (default) OR First & Last Name (if account configured)
- Always required
Email Address: Always required

Optional System Fields (account-configured)

Phone Number:
- Shown if account enables phone field
- Required if account requires phone field
Physical Address:
- Shown if account enables address field
- Required if account requires address field
- Restricted if account restricts address selection to a valid address from lookup
Note Field:
- Open text for attendee comments
- Shown if account enables note field
reCaptcha:
- Robot verification checkbox
- Shown if account requires captcha

Custom Form Fields (Component)

Advanced form customization with flexible field types and configuration.

Field Configuration Options

Enable Custom Fields: Main toggle for custom field functionality
Field Source Selection:
- Use Global Fields: Inherit from account-wide field configuration
- Override with Custom: Create event-specific field list

Custom Field Types

Text Box: Single-line text input
Dropdown Selection: Single-choice dropdown menu
Autocomplete: Type-ahead text input with suggestions
Checkbox Selection: Multiple-choice checkboxes
Radio Button Selection: Single-choice radio buttons
Heading Separators: Visual section dividers

Field Properties (per field)

Field Label/Question: The text prompt for the field
Field Type: Selection from available field types
Required Status: Toggle for mandatory vs. optional
Internal Field: Mark field for internal use only
Help Text: Additional guidance for field completion
Field Size: Layout options (full width, etc.)

Advanced Field Options

Selection Choices: For dropdown/radio/checkbox fields
- Add/remove choice options
- Reorder choice options
- Custom choice labels
Autocomplete Restrictions: For autocomplete fields
- Limit to predefined choices
- Allow free-form text entry

Field Management

Add Fields: Create new custom fields
Remove Fields: Delete unwanted fields
Reorder Fields: Change field display order
Copy from Account: Import global field settings

Step 5: Filters & Settings

Classification Filters

Filter categories are only shown if enabled in account settings.

Categories (if enabled)

Category Selection: Checkbox list of available categories
Management Link: Direct access to category settings
Multi-select: Events can belong to multiple categories

Age Groups (if enabled)

Age Group Selection: Checkbox list of configured age groups
Management Link: Direct access to age group settings
Multi-select Support: Multiple age group targeting

Genders (if enabled)

Gender Selection: Checkbox list of available gender options
Management Link: Direct access to gender settings
Multi-select Support: Multiple gender targeting

Levels (if enabled)

Level Selection: Checkbox list of skill/experience levels
Management Link: Direct access to level settings
Multi-select Support: Multiple level targeting

Capacity Management

Spot Limitations

Enable Spot Limits: Toggle for registration capacity control

Maximum Spots:
- Numeric input (max 1000)
- System ceiling limit of 1000 registrations
- Zero means no limit (besides system ceiling)
Minimum Spots:
- Numeric input for desired minimum
- Used for event flagging purposes
- Zero means no minimum requirement
Spot Display Options:
- Always Display Count: Show actual spots available publicly
- Default Behavior: Show "limited spots left" message when low
- Threshold Display: Based on percentage of remaining spots

Waiting List Management

Enable Waiting List: Toggle for overflow registration handling

Dependency: Only available when maximum spots are set

Maximum Waiting List Size:
- Numeric input up to (1000 - max spots)
- Zero means no waiting list limit
Automatic Conversion:
- Enable Auto-conversion: Automatically promote waiting list registrations
- Cutoff Hours: Stop auto-conversion X hours before registration close
- Hour Options: 48, 24, 12, 6, 4, 2, or 0 hours prior
- Caution Warnings: About automatic nature of conversions
Approval Mode:
- Force Approval: Turn on waiting list immediately so every registration starts in "waiting" status
- Caution Warnings: About approval mode of waiting list
Self-service Options:
- Allow Self-removal: Attendees can remove themselves from waiting list
Custom Messaging:
- Waiting List Message: Custom text for waiting list form (max 400 characters)
- Message Preview: Visual preview of how message appears
- Standard Text: System-provided waiting list explanation

Access Restrictions

Registration Restrictions

Enable Restrictions: Toggle for access control
Restriction Methods: Can use both methods together

Email Domain Restrictions

Domain List: Comma-separated list of allowed email domains
Format: Domain only (part after @ symbol)
Multiple Domains: Support for multiple organization domains

Passcode Restrictions

Passcode List: Comma-separated list of access codes
Multiple Codes: Support for multiple valid passcodes
Case Sensitivity: System handles passcode validation

Automated Communications

Event Reminders

Enable Automatic Reminders: Toggle for pre-event reminder emails
Reminder Timing: Dropdown selection of timing options
- 15 minutes prior
- 30 minutes prior
- 1 hour prior
- 2 hours prior
- 4 hours prior
- 6 hours prior
- 1 day prior
- 2 days prior
- 3 days prior
- 1 week prior
- 2 weeks prior
- 30 days prior
Update Behavior: Changing timing resets reminder schedule

Feedback Collection

Enable Feedback Requests: Toggle for post-event feedback emails
Timing: Sent shortly after event ends
Attendance Filtering:
- Attended Only: Only send to attendees marked as attended
- All Attendees: Send to all registered attendees
- Attendance Deadline: 48-hour window for marking attendance
External Integration:
- Override Built-in Feedback: Use external feedback system
- External URL: HTTPS URL for external feedback form
- Custom Subject Line: Override default email subject (max 200 characters)
- Spam Prevention: Guidelines for subject line content

Notification Management

Enable Notifications: Toggle for registration/feedback notifications
Recipient Selection: Modal dialog for choosing notification recipients
Recipient Types:
- Instructors: Selected event instructors
- Account Users: Account admin/editor users
- Custom Email: External email addresses or mailing lists
Recipient Display: Shows selected recipients with names and emails

Email Customization (Component)

Comprehensive email communication customization for all automated messages.

Email Message Types

Confirmation/Receipt Emails: Sent after successful registration
Reminder Emails: Pre-event reminder communications
Waiting List Confirmation: Sent when added to waiting list
Payment Request Emails: For pending payment collection
Feedback Request Emails: Post-event feedback solicitation

Message Configuration (per type)

Enable Custom Messages: Toggle for email customization
Content Source Options:
- Use Account Default: Inherit from account-wide email settings
- Custom Content: Override with event-specific content

Content Editing Features

Rich Text Editor: Full formatting capabilities
Content Formats: Support for markdown, HTML, rich text, lists, and images
Image Insertion: Add images to email content

Self-Service Portal

Attendee Self-Service Access

Enable Self-Service: Toggle for attendee portal access
Account Dependency: Requires account-level self-service enablement
Portal Features: Registration viewing, feedback submission, certificate downloads

Self-Service Configuration

Use Account Defaults: Inherit account-wide self-service settings
Event-Specific Override: Customize self-service options for this event

Override Options (when enabled)

Allow Self-Cancellation: Attendees can cancel their registration
Allow Reinstatement: Attendees can restore previously canceled registrations
Action Cutoff Date:
- Optional date limit for self-service actions
- Inclusive date selection
- Defaults to event start date
- Timezone-aware date picker

Certificate Configuration (if enabled)

Certificate Customization

Account Feature: Only shown if account has certificates enabled
Always Enabled: Certificate functionality always available
Event-Specific Settings: Customize certificate details per event

Certificate Options

Event Subtitle:
- Additional text for certificate (max 160 characters)
- Displayed under event name on certificates
- Optional field - uses account default if empty

Advanced Settings

Duplicate Registration Handling

Allow Duplicates: Toggle for duplicate registration prevention
Duplicate Detection Methods:
- Email Only: Match on email address only
- Name + Email: Match on both full name and email address
Default Behavior: Duplicates prevented (recommended)
Use Cases: Allow duplicates for family registrations or group events

Step Validation

Required Field Checking: Each step validates required inputs
Form State Management: Track completion status per step
Error Display: Clear error messages for validation failures
Step Indicators: Visual progress tracking with check marks

Continue Next: Advance to next step (new events)
Save & Exit: Complete and save event
Cancel: Discard changes and exit
Step Selection: Direct navigation to any step (with validation)

Auto-save Features

Draft Recovery: Automatic draft saving during form completion
Change Detection: Track unsaved modifications
Exit Confirmation: Warning dialog for unsaved changes
Session Management: Browser storage for form recovery

Integration Features

Account Settings Integration

Default Inheritance: Many settings inherit from account-level configuration
Override Capabilities: Event-specific overrides for most account defaults
Management Links: Direct access to related account settings
Permission Checks: Role-based access to different features

External Service Integration

Payment Processing: Stripe integration for online payments
Email Services: SendGrid/Mailgun for automated communications
Calendar Integration: iCal file generation for calendar imports
Feedback Systems: External feedback service integration options

System Limitations

Registration Ceiling: Hard limit of 1000 registrations per event
Character Limits: Specified limits on text fields
Date Constraints: Logical date validation and limits
File Size Limits: Restrictions on uploaded content

This comprehensive documentation covers all configurable options and features available during event creation in Corsizio, organized in the order they appear in the creation wizard flow.