Build your Library of reusable pieces
Templates, activities, locations, waivers, and themes: set them up once and every new event starts further along.
Where it lives Where it lives: Sidebar → Library
Templates: the head start for every event
Library → Templates lists Seasonal Suggestions for this time of year, Your Templates, and the Core Templates every neighborhood gets. A template holds an event's capacity, timing, theme, default location, contact fields, tickets, activities, volunteer roles, and survey. It's what the New Event window offers as cards. Create Event on a card makes the event; View Details shows what's inside, and New Template builds one from scratch.
Templates don't carry custom questions or a waiver. Add those on the event after it's created.
Turn a good event into a template
The easiest template is one you already ran. On any event's manage page, Save as Template copies its setup into a new template in your Library and opens it for editing, so you can rename it and drop anything one-off. Next year's version is then one click from the New Event window.
Activities: what's happening at the event
Library → Activities is a shelf of things that happen at events (face painting, a bounce house, a chili tasting), each with an emoji and a description. Platform activities come ready to use; New Activity adds your own. On the event form, the Activities section lets you pick from this list or create a new one, with optional start and end times, so the event page shows a little program.
Platform activities are read-only. Make your own copy when you want different wording.
Locations: your neighborhood's address book
Library → Locations holds every place you hold events, with its address, an optional Google Maps link, and whether it's private (the address shown only to registered attendees). A location can also have a facility type and a reservation requirement, which is what makes the event form ask for approval before you book the clubhouse. These are the places Select existing location offers on the event form.
A location created from the event form is saved here automatically, so the address book fills itself as you go.
Waivers: write it once, attach it anywhere
Library → Waivers is where you write participation waivers. New waiver takes a Title and the wording, plus two switches: Live (untick it to stop asking for it) and Ask everyone to accept again when I revise this. Each acceptance records who, which version, and when, with a frozen copy of the text. Attach a waiver to an event from its Participation waiver field.
This is a stored click-through acknowledgment, not an electronic signature. If your insurer requires a signed release, this record supports it but doesn't replace it.
Themes: the look of your events
Library → Themes is the Theme Library: ready-made themes plus any custom ones your team makes with Create Custom Theme (colors, a pattern, an emoji, a font style). A theme colors the event page's banner, its social image, and the header of its emails. Pick one in the Event Theme section of the event form, or set one on a template or series so every event built from it matches. An event with no theme of its own wears your neighborhood's theme (Settings → Neighborhood). The ready-made themes are always there; making your own with Create Custom Theme depends on your neighborhood's plan, so if you need it and it isn't available yet, email [email protected].
Related guides
Still stuck, or have a different question?
Send us a message and a real person will reply to your email.