Skip to main content
Template. You can change anything about this app by describing it in its build chat. See App templates.
Publish events to your clients and collect their RSVPs in your client experience instead of a separate ticketing tool. Clients see what’s coming up and respond in one click, and your team sees the full guest list for every event. Category: Community · Used by: your team and your clients · Works with: CRM

​
Features

  • Events with a title, cover image, type, start and end time, timezone, location, link, description, and capacity
  • In-person events with an address, or virtual events with a join link
  • Three statuses: Draft, Published, and Canceled. Clients only see published events
  • Visibility per event: Everyone, or only specific clients, companies, or clients that match a custom field tag
  • Invites by email and in-product notification for private events
  • RSVPs of Going, Maybe, or Can’t go, with a confirmation email the first time a client says they’re going
  • An optional capacity. When it’s reached, clients can’t choose Going and see that the event is full
  • Event types to group events, starting with Webinar, Office hours, and Meetup
  • A table and a calendar view, with Upcoming, Past, and Canceled tabs, search, and filters by status and type
  • Attendee history for each client and company, also shown on their CRM profile

​
How to use it

​
For your team

  1. Open the app and click Create event.
  2. Enter a Title, and optionally upload a Cover image (PNG or JPG, up to 5 MB) and pick a Type.
  3. Set the Start date and time, and optionally an End (optional). Check All day (no specific time) for an all-day event. Choose the Timezone.
  4. Under Location type, choose In person and enter an Address, or Virtual and enter a Virtual link. You can add a separate Link (optional), such as a registration page.
  5. Optionally add a Description and a Capacity. Leave capacity empty for unlimited spots.
  6. Under Invite, choose who can see it (see the next section).
  7. Click Publish to make it visible to clients now, or Save draft to finish it later. Clients don’t see drafts.
Under Invite, choose Everyone to show the event to all clients, or choose the specific option to limit it. For a private event you can:
  • Pick clients under Invite clients
  • Pick companies under Invite companies, if your workspace uses companies
  • Choose a custom field under Invite by Custom Field (Tag), then pick the Matching tags. Clients, or clients in companies, with one of those tags can see the event
If you select nothing, nobody can see the event. When you save a private event, an invite goes to everyone who matches and hasn’t been invited yet. The event page shows how many clients are invited and pending under Private event invites, and you can click Send invite to to reach anyone new, for example after a client gets a matching tag.
Open an event to see its RSVPs: each attendee, their email, their response, and when they responded. The events table shows how many are Going for each event, or how many Went on the Past tab. Switch between Table and Calendar to see events by month.
Open the event and click Edit, make your changes, then click Save changes. To take a published event down without canceling it, click Move to draft. If you change the start time, the location, or the link, or move it in or out of draft, clients who said they’re going are notified.
From an event’s actions, click Cancel event. Clients who said they’re going are notified, and a canceled event can’t be edited. To bring it back, click Restore to draft, check the details, and publish it again. Only canceled events can be deleted. Delete event removes the event and all of its RSVPs for good.
Click Attendee history and pick a client or company to see the events they responded to. The same history shows in the app’s tab on a client’s or company’s CRM profile.
Click Edit event types to add, rename, recolor, or delete types. Deleting a type doesn’t delete its events. They show as No type instead.

​
For your clients

Clients see published events they have access to under Upcoming, and events that already happened under Past. They can switch between a list and a calendar.
Opening an event shows when and where it is, the description, and how many people are going. The client chooses Going, Maybe, or Can’t go, and can change their answer any time. If the event is full, Going is unavailable until a spot opens up.
Clients only see published events that are open to everyone, or private events they were invited to directly, through their company, or through a matching tag. A client who belongs to more than one company responds separately under each company. When your team previews the app as a client, they can see that client’s RSVP but can’t change it.

​
Notifications

  • When you save a private event, every matching client who hasn’t been invited yet gets an email and an in-product notification with the event details.
  • The first time a client RSVPs Going, they get a confirmation email with the event details. Later changes to their answer don’t send anything.
  • When you change the time, location, or link of an event, or move it in or out of draft, clients who said they’re going get an email and an in-product notification.
  • When you cancel an event, clients who said they’re going get an email and an in-product notification.
The app doesn’t send reminders before an event, and your team isn’t notified when a client responds. To change who’s notified or what the messages say, see Configuring notifications.

​
Set it up

1

Add the template

Click Add App in the Dashboard sidebar. Find Events and RSVPs under Start from a template, or scroll down to Browse all apps and pick the Community filter.
2

Try it as your team

The app lands in your sidebar as a draft. Create a test event and publish it, or make it private and invite your test client.
3

Check the client side

In the builder’s Client view, pick your test client, open the event, and RSVP.
4

Publish it

Publish the app with visibility set to Hidden from all people, or on plans with custom visibility, limited to your test client. Sign in as your test client to try it in the real client experience, then make it visible to the clients who should use it. See Launching apps.

​
Change it with the app builder

This app is a template, so you can change anything about it by describing what you want.
1

Open the build chat

Open Events and RSVPs from your Dashboard sidebar, click its name at the top, then click Switch to builder.
2

Describe the change

Write what you want the way you’d ask a teammate. Say who it’s for and where it shows up, such as your team’s events table or the client’s event page.
3

Check the preview

The app builder makes the change and updates the preview. Switch between Team view and Client view to check both sides, and pick a client to see it as them.
4

Publish

Click Publish when you’re happy. Until you do, your clients keep seeing the last published version.
Changes people often make to this template:
  • “Add a waitlist once an event is full, and move the next person in when someone can’t go”
  • “Send clients who are going a reminder email the day before the event”
  • “Notify the event’s creator when a client RSVPs”
  • “Let my team mark each attendee as attended or no-show after the event”
  • “Ask clients how many guests they’re bringing when they RSVP”
  • “Add an Add to calendar button on the client’s event page”
See Iterating on apps for how to describe changes well and how to go back to an earlier version. To rename the app, or change who can see it and how it notifies people, click its name at the top and choose Rename app or Manage app.

Shared client calendar

Share key dates and deadlines with each client

Employee communication app

Announcements and team channels
View this template on assembly.com