FAQ content

Events: Customize the Event Registration settings (including reminder and follow-up emails) for an event

In this article

  1. Click on the event you want to modify on your calendar. This will launch the Event Details window.
Example of clicking on an event to modify
  1. Click on the Modify Single Event button. If this is a repeating event, you can also edit every event in the series -- here's how:
    1. Expand the Modify Single Event dropdown by clicking on the down arrow () button.
    2. Select Modify All Recurring Events from the dropdown menu.
Example of modifying a single event
  1. Make any needed changes to the event's registration in the Event Registration section.
    1. Registration is Required: if you want attendees to register in order to attend the event, select this checkbox. A series of additional options will display, allowing you to customize the registration process.
    2. Maximum In-Person Registrations and Maximum Online Registrations: enter the maximum number of people who can attend the event in-person and/or online. Once the number is reached, registration will be disabled unless you have the waiting list enabled, someone cancels, or you increase the number of seats.
      • For events that are only being hosted in-person, the online registrations field will be deactivated.
      • For events that are only being hosted online, leave the in-person registrations field blank or set with 0 registrations.
      • For hybrid events, you are required to input the maximum number of registrations for each.
    3. Registration Form: choose which registration form you want attendees to fill out in order to register for the event. You can choose from the default form, which just asks for the user's name and email address; or, you can use a customized registration form, which can include questions for gathering additional info from the attendees.
    4. Enable LibAuth Authentication: if your LibApps admin has set up LibAuth in LibApps, you can choose whether or not to require attendees to authenticate before being able to register for an event. This is a great way to restrict registration to current members of your institution.
      • If LibAuth has not been set up by your LibApps admin, then you will not see this option appear.
    5. Registrations Open: choose when you want to allow people to start registering for your event. You can choose to open up registration immediately, on a custom date & time, or a certain number of hours/days/weeks before the event starts.
    6. Registrations Close: choose when you want to close the registration process for the event. You can choose to close registration when the event starts or ends, or a certain number of hours/days/weeks before the event starts.
    7. Event Cost: if there is a charge to attend this event, enter the cost per registration here.
    8. Enable Multiple Attendees Within a Single Registration: when this option is enabled, a person can indicate that additional guests will be joining them. These additional guests will count against the maximum number of seats.
    9. Enable a Waiting List When Fully Booked: when this option is enabled, a waiting list will become available once the maximum number of seats have been filled. If a registrant cancels, then the first person on the waiting list will automatically be registered for the event.
    10. BCC Confirmation Email: if you'd like to BCC certain email addresses on each registration confirmation email, enter them here. Separate multiple email addresses with a comma.
    11. Series link registration: if an event is a recurring event, you can opt to link all of the events in the series to a single registration. When this option is not selected, patrons must register for each event separately.
    12. Enable registration until the last event in series: when an event is a recurring event and the Series link registration is enabled, you can also opt to keep the registration open until the last event in the series. When this is not enabled, the registration will close with the first occurrence of the event (based on the Registrations Close setting).
    13. Send Email Reminder: you can choose to send an automated reminder email to all registrants. When enabled, you can choose how soon before the event to send the reminder. You can also customize the subject and body of the email, as well.
      • The email subject and body can include tags, which insert information from the event into the email. Click on the Template Instructions button to see which tags are available.
    14. Send Follow-Up Email/Survey: you can choose to send an automated follow-up email to all registrants after the event ends. When enabled, you can choose how soon after the event to send the reminder. You can also customize the subject and body of the email, as well.
      • The email subject and body can include tags, which insert information from the event into the email. Click on the Template Instructions button to see which tags are available.
      • If you subscribe to LibWizard, you can insert a link to a survey. Just click on the  Insert LibWizard Survey button and choose the survey you want to insert. This is a great way to gather feedback about your event!
  2. Submit your changes.
Example of Event Registration options