How to manage in-person events with MemberSpace

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When planning an in-person event, you can use MemberSpace to facilitate registration as well as manage and track attendees. Two popular types of events are public (i.e. anyone can sign up) and member-only (i.e. only members can sign up). Below are the steps for setting up both types of events with MemberSpace.

Public events

If you plan to host an in-person event that is open to the public (i.e. not exclusive to your membership), follow the steps below to set it up in MemberSpace.

Create and design a registration page on your website with basic event info (this page will remain public).

Some website builders have actual event pages you can create which have pre-built designs.
Create and design a separate registration confirmation page on your website with event attendee-specific info (this page will be private and only accessible to attendees). You can add any images, event details, etc. that you only want registered event attendees to see.
In MemberSpace, go to Products > Add Product.
Select Event from the dropdown, and give your product a name (e.g. the event name).
Select On my website > give the page a title > enter the URL slug for the registration confirmation page on your website (the one you created in Step 2 above) > click Add Now at the bottom. You don't need to select any plans in this step.
Next, go to Pricing > Create Plan.
Choose which type of plan you'd like to create (Free, One Time Payment, and Multiple Payment plans are the most common for events). This plan will be used as registration for the event.
Fill out the plan details, and be sure to choose the product you just created under Which Products can be accessed?
Enter the protected registration confirmation page URL for both After Signup and After Log In.
After, click Create this plan at the bottom.
Then, click Signup link next to the plan you just created > click Copy.
Add the event (i.e. plan) signup link to the public event registration page on your website. You can also include it in an email or anywhere else you'd like.
Finally, in your MemberSpace account, click Customize in the left navigation > click Notification Emails > click the Add Welcome Email per Plan button.
Select your event plan from the dropdown, then customize the Email Subject and Email Body. This Welcome Email will be sent to anyone who joins your event's plan. You can use it as the "ticket" attendees need to show on the day of the event.

People can now visit the public event registration page on your website and sign up for your in-person event! Once they sign up, they'll be redirected to the protected registration confirmation page with further attendee-specific info about the event, and they'll receive the event-specific Welcome Email.

If needed, you can export members on this plan and use it as the attendee list for your event. To do this, go to Members > choose the event plan from the plan filter dropdown > click Search Now > click Export Options > choose Members & Plans.

If you have any digital resources from the event that should only be available to attendees (e.g. event notes/outlines, recordings, etc.), you can use MemberSpace to protect those as well. Simply add them to the private event page or create a separate protected page to house the event materials. If you choose to create a new page, just protect it within the event product you created in Step 3 above.

Member-only events

If you plan to host an in-person event that is exclusive to members, follow the steps below to set it up in MemberSpace.

Create and design a registration page on your website with the basic event info (this page will be protected and only accessible to members).
Some website builders have actual event pages you can create which have pre-built designs.
Create and design a separate registration confirmation page on your website with event attendee-specific info (this will also be a protected page). You can add any images, event details, etc. that you only want registered event attendees to see.
In MemberSpace, go to Products > Add Product.
Select Event from the dropdown, and give your product a name (e.g. the event name).
Select On my website > give the page a title > enter the URL slug for the registration page on your website (the one you created in Step 1 above) > choose which of your existing plans (i.e. customers) should have access to sign up for the event > click Add Now at the bottom.
Repeat steps 3 through 5 above for the registration confirmation page (the one you created in Step 2 above), but don't select any plans.

You'll need to use a slightly different product name (e.g. add "attendees" to the event name). Also, be sure to enter the confirmation page URL slug.
Next, go to Pricing > Create Plan.
Choose which type of plan you'd like to create (Free, One-Time Payment, and Multiple Payment plans are the most common for events). This plan will be used as registration for the event.
Fill out the plan details, and be sure to choose the product you created for the registration confirmation page under Which Products can be accessed?
Enter the protected registration confirmation page URL for both After Signup and After Log In.
Toggle OFF Make Plan Public? > click Create this plan at the bottom.
Then, click Signup Link next to the plan you just created > click Copy.
Add the event (i.e. plan) signup link to the private event registration page on your website. You can also include it in an email you plan to send to your members or anywhere else you'd like. Keep in mind, you only want to share this link with current members.
Finally, in your MemberSpace account, click Customize in the left navigation > click Notification Emails > click the Add Welcome Email per Plan button.
Select your event plan from the dropdown, then customize the Email Subject and Email Body. This Welcome Email will be sent to anyone who joins your event's plan. You can use it as the "ticket" attendees need to show on the day of the event.

Members can now visit the private event registration page on your website and sign up for your in-person event! Once they sign up, they'll be redirected to the protected registration confirmation page with further attendee-specific info about the event, and they'll receive the event-specific Welcome Email.