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Create and manage events

beginner how to

Create and manage events

The Events app lets you schedule group sessions, webinars, and meetings within your program. Events support single or recurring schedules, attendance tracking, reminders, and post-event feedback.

Create an event

  1. Open your program and go to the Events app.
  2. Click Create Event.
  3. Fill in the event details:
    • Title — Name of the event
    • Date and time — When the event takes place
    • Duration — How long the event lasts
    • Timezone — The event’s timezone (defaults to your organization timezone)
    • Location — Choose Online (with a meeting link) or In person (with a location description)
  4. Optionally configure:
    • Hosts — Assign one or more hosts
    • Reminders — Set notification reminders before the event (minimum 15 minutes)
    • Feedback — Enable post-event feedback collection
    • Visibility — Restrict to all members, specific groups, or specific people
  5. Click Save.

Recurring events

Create a series of events that repeat on a schedule:

  1. When creating an event, choose a recurrence pattern:
    • Daily — Every N days (up to 30-day interval)
    • Weekly — Specific days of the week, every N weeks
    • Monthly — Same date each month, or a pattern like “second Tuesday of every month”
  2. Set the number of occurrences (up to 24 events per series).
  3. Review the generated dates and confirm.

All events in a series are linked. You can update or delete individual events, or apply changes to “this and all future events” in the series.

Event locations

Events support two location types:

  • Online — Provide a meeting link (Zoom, Google Meet, etc.) that participants can click to join
  • In person — Describe the physical location

Attendance tracking

RSVP

Participants can respond to events:

  • Attending — Confirmed attendance
  • Not attending — Declined

If a participant hasn’t responded, they receive a reminder 3 hours before the event.

Recording attendance

After an event, admins can manually record who actually attended:

  1. Open the event.
  2. Mark participants as attended or not attended.

This data is available in attendance reports.

Event reminders

Set one or more reminders per event. Participants receive a notification at each reminder time before the event starts. Common intervals include 15 minutes, 1 hour, 1 day, or 1 week before.

Event feedback

When feedback is enabled, participants receive a notification 5 minutes after the event ends prompting them to submit feedback. Feedback responses are available in event reports.

Event recordings

After a session, you can attach a recording:

  1. Open the event.
  2. Upload or link the recording.

Participants can watch the recording directly from the event.

Calendar integration

If participants have connected their calendar (Google Calendar or Microsoft Outlook), events are automatically pushed to their personal calendar. Updates and cancellations sync automatically. See Set up one-on-one booking for calendar connection details.

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