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This guide covers branding your committee page, inviting team members, and assigning people to specific events.

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Committee profile

Go to Profile (under the Committee group in the sidebar) to edit your public committee page: Your committee page lists all public upcoming and past events. Patrons can bookmark it to stay updated on everything you’re running.

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Invite team members

1

Open Team settings

Go to Team in the sidebar.
2

Send invitations

Enter one or more email addresses and choose a role:
  • Member: access to assigned events in the member dashboard
  • Admin: broader access within the member dashboard
Invited people receive an email with a link to accept.
3

Track pending invites

Switch to the Pending Invitations tab to see invites that haven’t been accepted yet. Resend or cancel as needed.
4

Manage active members

The Members tab shows everyone on your committee. Remove members who no longer need access.

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Member dashboard

Team members who accept an invite get a reduced dashboard. From there they can:
  • View assigned events (Home)
  • Help review Requests
  • Record Sales for their events
  • Manage Teams assignments
Trusted people can help at the door or with guest lists without access to your main dashboard.

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Event-level team assignments

Within a specific event, open More, then Team to:
  • Assign committee members to this event
  • Set ticket allocations, which limit how many tickets each member can sell or attribute
When ticket allocations are enabled, patrons may choose which team member referred them during checkout. This helps you track who drove each sale.

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Your customers

Customers (under the Committee group in the sidebar) shows every patron who has attended at least one of your events. You can:
  • Browse attendee history across events
  • View a demographics summary
  • Export customer data as CSV
Use it to learn who comes to your events and plan future ones.

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Custom questions and sponsors

From each event hub you can also:
  • Open Checkout or Registration to add text, multiple choice, checkbox, or website questions patrons answer at checkout. Reorder questions, view response charts, and export CSV.
  • Set up Next Steps in the same section to give patrons instructions and links after checkout.
  • Open More, then Sponsors to create sponsor sections with logos and links that appear on your event page.
To list your events on your own website, open Profile and find Embed all your events. See Publish and share for setup and visibility settings.

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Next steps