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Event Management

The core of the platform is the Event. Each fundraising campaign is treated as a distinct event with its own settings, goal, and branding.

Creating an Event

  1. Navigate to the Events tab in the sidebar.
  2. Click the "Create Event" button.
  3. Fill in the basic details:
    • Name: The display name of your event (e.g., "Ocean Cleanup 2025").
    • Slug: The unique URL identifier (e.g., ocean-cleanup-2025). This will form your event URL: http://localhost:5173/ocean-cleanup-2025.
    • Goal Amount: Your fundraising target.

Event Dashboard

Clicking on an event card takes you to that specific event's dashboard.

Event Dashboard

Quick Actions

  • View Landing Page: Opens the public donation page.

Public Landing Page

  • Launch Live Mode: Opens the real-time display screen.
  • Event Settings: Configure advanced options.

General Settings

In the Settings tab of an event, you can configure the following:

Basic Details

Event General Settings

  • Description: A short summary of the event (SEO friendly).
  • Date: The scheduled date of the event.
  • Status:
    • Draft: Only visible to admins.
    • Active: Publicly accessible and accepting donations.
    • Closed: Visible but donations are disabled.

Form Configuration

Customize what information you collect from donors during the checkout process.

Form Configuration

You can enable/disable:

  • Phone Number
  • Physical Address
  • Company Name
  • Message (Allow donors to leave a comment)
  • Anonymous Donations (Allow donors to hide their name from public feeds)

Keeping the form short increases conversion rates. Only enable fields you strictly need.

Event Team & Staff Assignment

You can assign members from your Global Staff Pool to work on specific events. Assigned members can access the Collector App for this event using their PIN.

  1. Navigate to the Team tab in the Event Dashboard.
  2. Assign Member: Select a volunteer from the dropdown list.
  3. Confirm: The member is now authorized to collect donations for this event.

Staff Assignment

[!NOTE] Only members already added to the Global Staff Pool (via the main Staff tab) will appear in the list. To add new volunteers, see Staff Management.