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When creating or editing events in PassTru, you can configure various settings to customize the event experience.

Event Fields

Each event has the following configurable fields:
FieldRequiredDescription
Event NameYesDisplay name for the event
Event SlugYesURL-safe identifier (auto-generated from name, editable)
DateYesEvent date (YYYY-MM-DD format)
VenueNoPhysical or virtual location
CategoryNoEvent type classification
DetailsNoAdditional event description or notes
Attendee FieldsYesFields to collect from attendees (Name and Email required)

Creating an Event

1

Navigate to Events

Go to /events from the Client Portal sidebar.
2

Click Create Event

Click the Create Event button in the top-right corner.
3

Fill in event details

Complete the event creation form with all required fields.
4

Configure attendee fields

Select which fields you want to collect from attendees (see Attendee Fields section).
5

Save the event

Click Save to create the event. 1 event token will be deducted from your balance.
Creating an event consumes 1 event token immediately. Ensure you have at least 1 event token available before creating an event.

Event Name and Slug

Event Name

  • Displayed across all event pages and communications
  • Used in branding templates via {{event_name}} variable
  • Shown in the Client Portal event list
  • Can be edited after event creation

Event Slug

  • Auto-generated from the event name during creation
  • Converted to lowercase with hyphens replacing spaces and special characters
  • Used in URLs: /{org-slug}/{event-slug}/portal
  • Can be edited during creation, but must be unique within your organization
  • Cannot be changed after event creation
Slug Generation Example:
Event NameAuto-Generated Slug
Annual Conference 2024annual-conference-2024
Tech Meetup #5tech-meetup-5
Client Appreciation Dinnerclient-appreciation-dinner

Event Categories

PassTru provides predefined event categories to help classify your events:
  • Conference
  • Seminar
  • Training
  • Briefing
  • Meeting
  • Dinner
  • Wedding
  • Birthday

Using Event Categories

  1. During event creation or editing, click the Category dropdown
  2. Select the category that best matches your event type
  3. Categories are optional but help with event organization and reporting
Event categories are currently predefined. Custom categories may be added by the Super Admin in future updates.

Event Date and Venue

Event Date

  • Required field using a date picker (YYYY-MM-DD format)
  • Used to:
    • Display event information to attendees
    • Sort events in the event list (most recent first)
    • Calculate auto-deactivation timelines for check-in pages and attendee portals
    • Populate {{event_date}} variable in branding templates

Event Venue

  • Optional text field
  • Can be a physical address or virtual link (e.g., Zoom URL)
  • Displayed in event branding and communications
  • Available as {{event_venue}} variable in branding templates

Event Details

The Details field allows you to add:
  • Event description or agenda
  • Special instructions for attendees
  • Internal notes for event managers
  • Any additional context not covered by other fields
Details field characteristics:
  • Optional
  • Textarea input (supports multiple lines)
  • Not displayed to attendees by default (use branding templates for attendee-facing content)
  • Visible to Clients and Event Managers in the event portal

Event Status

Each event has a status that controls access and visibility:

Active Status

  • Event is fully operational
  • Attendees can be added
  • Event portal is accessible
  • Check-in page can be activated
  • Badge: Green active

Suspended Status

  • Event is temporarily disabled
  • Event portal becomes inaccessible
  • Check-in page is deactivated
  • No attendees can be added or checked in
  • Badge: Red suspended

Toggling Event Status

1

Navigate to Events

Go to /events from the Client Portal sidebar.
2

Find the event

Locate the event in the event list.
3

Click Suspend or Reactivate

Click the Ban icon (Suspend) or CheckCircle icon (Reactivate) in the Actions column.
4

Confirm the action

A confirmation dialog appears. Click Suspend or Reactivate to proceed.
Suspending an event immediately disables all event portal access, including for Event Managers. Use this feature carefully.

Editing Events

After creating an event, you can edit most fields: Editable:
  • Event Name
  • Date
  • Venue
  • Category
  • Details
  • Attendee Fields (can add new fields, but cannot remove existing ones if attendees are already registered)
Not Editable:
  • Event Slug (set during creation, cannot be changed)
  • Organization ID (events are permanently tied to the organization that created them)

How to Edit an Event

1

Navigate to Events

Go to /events from the Client Portal sidebar.
2

Click Edit

Click the Edit icon (pencil) in the Actions column for the event you want to modify.
3

Update fields

Modify any editable fields in the dialog that appears.
4

Save changes

Click Save to apply changes. No additional tokens are consumed for editing.

Deleting Events

Deleting an event is a permanent action with important consequences:

What Happens When You Delete an Event

  • All attendee data is permanently deleted (names, emails, check-in records, etc.)
  • Unused attendee tokens are returned to your balance
  • The event token used to create the event is not refunded
  • Event portal becomes inaccessible
  • All event branding and configuration is deleted

Delete Process

1

Navigate to Events

Go to /events from the Client Portal sidebar.
2

Click Delete

Click the Trash icon in the Actions column for the event you want to delete.
3

Download event data (recommended)

In the confirmation dialog, click Download Event Data to export:
  • Attendee names and emails
  • Unique IDs
  • Check-in status and timestamps
  • Check-in methods
4

Confirm deletion

Click Delete Event to permanently remove the event.
5

Token refund

Unused attendee tokens are returned to your balance immediately.
Event deletion cannot be undone. Always download event data before deleting to preserve records.

Event Portal Navigation

Once an event is created, access the Event Portal by:
  1. Clicking the event name in the event list (/events)
  2. You’ll be redirected to /{org-slug}/{event-slug}/portal
  3. The Event Portal sidebar includes:
    • Dashboard — Event stats and real-time attendee list
    • Attendees — Manage attendee registrations
    • Check-In — Check-in management and QR scanning
    • Branding — Customize attendee-facing pages and emails
    • Back to Client Portal — Return to /dashboard

Best Practices

1

Use descriptive event names

Choose clear, specific names that attendees will recognize (e.g., “Q1 2024 Sales Kickoff” instead of “Meeting”).
2

Plan attendee fields before creation

Decide which fields you need to collect before creating the event. Adding fields later is possible, but removing them after attendees are registered can cause issues.
3

Set accurate event dates

Event dates control auto-deactivation timelines. Use the actual event date, not the registration deadline.
4

Download data before deletion

Always export event data before deleting events to maintain records for future reference or compliance.

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