Events

Discover how to effectively manage your time-based events, including workshops, webinars, and one-on-ones, with features for creating, customizing, and automating reminders and registrations. Lear...

By the end of this guide You'll have an event created with the right info, date and time, location, presentation details, and registration settings. You'll know which steps are part of basic event creation and where to go for managing existing events, adding hosts, or listing events on your site. Before you start Connect the Zoom integration under Settings → Integrations if you plan to run events on Zoom. Connect your Google Calendar in your profile if you plan to use Google Meet. Connect your Microsoft calendar in your profile if you plan to use Microsoft Teams. Step-by-step Create an event Set the event info Set date, time, and recurrence Choose an event location Add presentation details Set up registration Share the event Optional: Add Triggers or automations Step by step Step 1 - Create an event Go to Content → Events. Events cover webinars, coaching calls, group calls, and live in-person sessions. Scheduling link bookings also appear in your events list. Click New Event in the top right corner. You land on the event settings, organized in sections: event info, date and time, recurrence, location, presentation details, registration, and triggers. Step 2 - Set the event info Fill in the event's basics: Title — the public name of the event. You can also add a subtitle and an internal name. Sites to list on — the sites where the event appears. You can pick more than one. Products that give access — restrict the event to contacts who purchased any listed product. No products means it's not restricted. Step 3 - Set date, time, and recurrence Pick the event's Date & Time, time zone, and any labels. Under Recurrence, choose whether the event repeats: Does not repeat — a one-time event. Daily — repeat every 1 or more days. Weekly — pick weekdays, for example Tuesdays and Thursdays. Monthly — repeat by day number (the third of every month) or weekday (every Tuesday of the second week). Set when the series stops: End after a number of occurrences, for example 2. End at a specific date. You can't add extra occurrences to a one-time event. Additional occurrences only work on existing repeating series. Tip: The link you copy from the top right header always goes to the next upcoming occurrence. To link to one specific occurrence, copy its link from the Upcoming events section. Step 4 - Choose an event location Under Location, pick where the event takes place. Single-occurrence events offer: Online, Simplero live stream, Zoom, Google Meet, Microsoft Teams, In person, and TBD. Recurring events offer: Online, Simplero live stream, Zoom, In person, and TBD. Google Meet and Microsoft Teams are not available for recurring events. Online shows an Event location URL field. Paste a link to Zoom, YouTube Live, Google Meet, or any other virtual location. Add an Optional label for the link; the placeholder is Join now. In-person sets a physical address. TBD (to be defined) leaves the location open until you confirm it. Some locations lock at creation: Zoom, Google Meet, Microsoft Teams, and Simplero live stream lock when you create the event. You can't switch away from them later. You can't switch to these options later, either. That includes events created as Online, In person, or TBD. Online, In person, and TBD stay editable after creation. Update the URL, address, or location details any time. Want Zoom, Google Meet, Microsoft Teams, or Simplero live stream for an existing event? Create the event again from scratch with that location. If you don't want to sync your Zoom account, create the event with an Online location and paste your Zoom meeting room link into the Event location URL. Participants will not sync with your Zoom account this way. Step 5 - Add presentation details These show on the Calendar page, on sections of sites where the event is listed, and on the registration page. Cover photo or video — visible on your events page where people add events to their calendars. Recommended dimensions: 840 × 664. Description — the event details, written in the editor. Step 6 - Set up registration Under Registration, choose how customers register for your event. No registration — the event page shows the details without a registration step. Anyone can add it to their calendar. Automatic approval — the Register button appears on the event page. Registrants are confirmed right away, with the option to cancel if their plans change. Approved participants show on your dashboard, where you can also cancel a registration manually. Manual approval — registrants show as Pending on the Participants tab. You approve or deny each registration. Once registration is required, extra options appear: Send calendar invites to registrants — email a calendar invite to each registrant. Limit registration time — close registrations a set number of minutes before the event starts. Limit number of participants — set a max number, for example 20. When the event reaches capacity, either show a custom message or open a waitlist. Contract to sign before registering — participants sign the contract before their registration is confirmed. Pick an existing contract or create one on the spot. Participants are prompted with the contract when they click Register. Collect payment — connect the event to a product to make it a paid event. The first listed price shows on the registration page, and buyers are redirected to the order form with a 15-minute reservation. When registration is required (automatic or manual), Simplero generates login information for registrants and emails it to them. Registrants log in to see their registration status, cancel their spot, and access the event location. The event location shows only after they sign up. Step 7 - Share the Event Click Copy Link in the top right corner of the event admin page to copy the event link and share it with your contacts. For a recurring series, the link you copy from the top header always points to the next upcoming occurrence. To link to one specific occurrence, copy its link from the Upcoming events section instead. Optional: Add Triggers or automations These features are available once your event is created and are not required to set up a basic event. Add triggers Add triggers based on your registration settings, for example: when a registration is created, approved, or denied. On a recurring series, a trigger can apply to: the whole series. One series trigger then works for every occurrence. A single occurrence. Only events that require registration can fire registration-related triggers, like when people register or cancel. Connect an automation to your event Automations (automatic workflows) connect to events in two places. After you create an event, open its Automation tab in the event's admin view. Connect automations there, the same way you do on a product. You can connect multiple automations or create a new one. On a recurring series, registration works per occurrence — there's no single registration for an entire series. Use an automation to register a participant for the next occurrence automatically. Troubleshooting Why can't I add a participant to my event? The event has ended. Once an event ends, no one can add participants. An admin can't add them from the Participants tab, and the contact can't join themselves. Why can't I change my event's location to Zoom? Zoom, Google Meet, Microsoft Teams, and Simplero live stream lock at creation. You can't switch to them after creating the event, and you can't switch away from them. Online, In person, and TBD stay editable. Create the event again from scratch with the location you want. Why can't I add more occurrences to my one-time event? Additional occurrences only work on existing repeating series. Set the event to repeat, or create a new repeating event. How do I register someone for every occurrence of a recurring series? Registration works per occurrence. Use an automation to register the participant for the next occurrence automatically. Why do registrants get login details? Simplero generates login information so registrants can reschedule or cancel their spot, see their registration status, and view the event location after they sign up. Where do attendees find my events? The system-generated Events page lists the events on your site. You can also add an events element to any page. Why can't I select Google Meet or Microsoft Teams for my recurring event? Google Meet and Microsoft Teams are only available for single-occurrence events. For recurring events, use Zoom, Simplero live stream, or paste a meeting link under an Online location. Keywords: events, create event, new event, event settings, recurring event, event series, event occurrences, event location, zoom event, google meet event, microsoft teams event, teams event, simplero live stream, livestream event, online event, in person event, tbd location, event location url, change event location, event registration, automatic approval, manual approval, calendar invite, limit participants, waitlist, event contract, paid event, collect payment, event triggers, event automation, default event automations, add participants, event has ended, cancel event, reschedule event, delete event, event host, events page, calendar page, time allocation report, group events, meet not available recurring, teams recurring events

To use this kind of event you only need a Zoom account that you can sync with your Simplero account through a simple integration. If you haven't yet, please see this guide on how to get your Simplero and your Zoom account connected! Once you’ve imported your Zoom events, you will be able to see them in Simplero under the Zoom tab: If you look at the upcoming events, for example, on the top left you will see : 1- S icon if the event was created from Simplero 2- Z icon if the event was created on Zoom and synced with Simplero If you click on the Event Title and press the pencil icon in the top right-hand corner, you’ll see the settings option: This will allow you to update most of the basic settings of the event or the event series. Note: Occurrence repetition, date, and time of a recurring series will direct you to Zoom to edit those details.   You can also automatically import your Zoom recordings to Simplero by following the steps in this guide Registration Settings When setting up your event to require registration inside of Simplero, it will sync to also require registration in Zoom. However, when you require registration in Simplero, this will automatically turn off the setting to send a calendar invite email after registering through Zoom. Due to Zoom having a unique participant URL to sync participant attendance, each participant will get a unique 'event location' URL on their Simplero registration to be able to sync their registration to Zoom.  This will also allow for you to track when people join as well as when they leave. For example:  This will allow you to utilize the 'join' and 'left' triggers as well as have a clear idea of who truly did attend your event. Why We Generate Login Info If you select Automatic Approval or Manual Approval under the Registration section in Simplero, the system will generate login information for them and email it to them if they use Simplero’s registration page to sign up: If they already have login details, we will remind them they need to log in with those details to see their registration status and access the event details: The same goes for Basic events. Why do we require login info? We generate login information for event registrants so they can reschedule or cancel their spot if needed, and so we can show them the location of the event only after they sign up. Triggers on Zoom Events Under a Zoom event, you will see the same triggers available for all events (when registration is activated) plus these triggers : A participant joins an event. A participant leaves an event or the event ends. Create a Basic Event with a Zoom Location If you don’t want to sync your Zoom account or if you want to use a different account from the one integrated with Simplero, you’ll first need to grab the meeting room link from Zoom (by using a recurring Zoom link, or creating the event in Zoom and grabbing the link that’s generated for it). Then create a Basic Event in Simplero and pick ‘Online’ as the location. Add the meeting room link that was generated from Zoom to the Location section of the ‘Event location URL’ in Simplero: Paste the Zoom link in the Link to the event section, and click on save changes: This is how it will be a non-recurring Zoom event created by Simplero: This is how it will be a Recurring zoom event created from Simplero: On the events summary you will see all upcoming events, Under Location you will see if they will occur on Zoom. There will also be the Zoom icon the event card and all past events on the bottom portion.  NOTE! If you create a Basic Event and give it a Zoom location (following the steps above), the participants will not sync with your Zoom account. If you want the event to sync with Zoom, you need to use the Zoom integration - see our guide on how to do this. (Once your account is linked, pick ‘Zoom’ as the location for the event). Deleting an integrated Zoom event in Simplero will delete that same event in your Zoom account. How to Start the Zoom Meeting: If you create or import an event using the Zoom integration, you can start the meeting from the click of a button inside Simplero! Just open the Zoom event under Content > Events > Choose the event, then press the Start Now button: You’ll then be prompted to sign into Zoom if you’re the host: If you create a Basic Event and give it a Zoom URL for the location, you must start the meeting from Zoom. Here’s a guide from Zoom on how to do this.

Note: Simplero Livestream is currently free for all plans while usage costs are being evaluated. A notice is displayed in the admin. It may become a paid feature in the future. Simplero Livestream is a location type for events that lets you host live video sessions directly from Simplero — no Zoom or third-party tools needed. 🎥 What you get Built-in video streaming right on your event page Simplero Chat for real-time interaction with attendees Two switchable layouts during the live call Standard controls: pick your audio/video inputs, send reactions, etc. Camera & mic preview before you go live Automatic recording works like the import recording feature for Zoom events. If there are multiple recordings in a session, each one is added as an attachment to the lesson. Create a Simplero Event Go to Content -> Events Click on your Event Under location, choose Simplero Live Stream Choose your settings Default target quality — set the video quality for your stream Chat toggle — enable or disable chat for the event Start the Livestream as an Admin Go to Content -> Events Click on your Event A Start now button appears in the admin header at all times. It takes you to the event page and opens the stream automatically. Use this to start early, test your setup, do a sound check — no notifications are sent to participants. What Participants See On the Events Page If the event is far out → they see the normal event page with a badge like "in 5 days". 1 day or less before the start → a countdown appears on the event page. 15 minutes or less before the start → a "Join waiting room" button appears so they can preview their camera and mic, plus a "Join when the call starts" button to auto-join. Once the session is live → they see a "Join now" button. Important! If the event requires registration, participants must register before they see any join buttons.

By creating a calendar or list, you can easily show all your upcoming events at a glance. For example, if you are a coach and you want to have a coaching call calendar. Or you want to show all the live events you are doing in the next couple of months. Or if you want your members to have a calendar with all the upcoming webinars that they can join. Any of this can be shown in a very visual and simple way! In this guide, we show you how to create: A Calendar page on your site  An Events List section on your page  This is what the Calendar page looks like: It is added as a new page to your site. Your members will be able to choose between calendar and list view: This is what the Events List looks like: Pro Tip: Be sure to check out our Mastering Events in Simplero Workshop, where our experts do a deep dive into setting up events in Simplero. Creating a Calendar page on my site Do you want your site to have a calendar with all your events? Follow the steps below: Go to the settings on each one of the events that you want to show. Choose your site under Sites to List on (tip: you can choose more than one site!) Go to the site you want to add the calendar page to and click on Edit Layout & Navigation on the top right corner of your site settings On the left side, click the + sign to add a new page Choose Calendar This will add a new page to your site that shows all the events linked to that site. On the top right corner, your members will have the option to choose between list format and calendar format.  Creating an Events List on my page This is an element that you can add to any page. Just follow the steps below: Create your Events (Check our Basic Events Guide if you want to know how!) Go to the page where you want to add your calendar or create a new one Click on + Add Element Choose Events on the right-hand side Once added, you will see some options to personalize it on the left-hand side: Format options Which events - Choose upcoming or specific Limit number of events - Turn on the toggle to choose how many events to show Limit by label - This will only show events that have a certain label. This is very handy if you only want to show some events. For example, if you are a coach and you want to only show your public events. You will need to first label the events that you want to show (check how labels work in this manual) and choose that label on this setting. This allows you to have two different calendars that show different events depending on the label they have been given. It could be handy for academies that have more than one cohort or if you want to create a calendar on your public site different than the calendar on your membership site.  Styling - Margin, padding, border and corners Advanced Settings Choose the Advanced tab to access these settings: Shadow Z-Index Show conditionally - Show events based on a condition: By tag By list By product Visibility period - Choose when to start and stop showing this element Background - Image, video and/or color overlay

At the End of This Lesson You will know how to automatically connect your Zoom Recordings to Simplero. Every time you hop into your Zoom calls, those will be automatically added to a course in Simplero without any extra work!  This is especially useful if you are doing regular calls, such as weekly coaching or workshops, that you want your customers to have access to.  Before You Start Zoom integration is already connected in Simplero You have at least one Zoom event in Zoom, or you’re ready to create one in Simplero If importing recordings: Zoom Cloud Recording available (Pro plan or higher) A Simplero course + module where the recording lesson should go (if needed) Overview of the Steps Import your Zoom Events Edit the event’s basic settings Set recordings to import automatically into a course lesson Start the meeting correctly so the recording import triggers Step-by-Step Instructions Step 1: Import your Zoom Events Go to Content -> Events  Click on Import from Zoom Note: If your event is not already in Zoom, you can create the event in Simplero and choose a Zoom location Enter the URL of the event on Zoom   Step 2: Edit the event’s basic settings Click the Event Title. Click Settings  Edit the basic event details. Note (recurring events) If it’s a recurring series, editing repetition/date/time will send you to Zoom for those changes. Step 3: Set recordings to import automatically into a course lesson Go to the Zoom event settings Scroll down to Recordings. Turn on Import Recordings as Course lessons  Set: Course Module Lesson title and position Which recording version is the main asset (Optional) Add other versions as additional content Whether or not you want to import chat messages The recording's publish status -> This will determine the status of the lesson immediately after the recording is published. You can choose draft, dripped (to all participants or only attendees) or published.  Important considerations: Only Cloud recordings can be imported (Zoom Pro plan and above) Minimum recording length: 5 minutes Step 4: Start the meeting in a way that triggers the recording import To ensure Simplero receives start/end signals (and imports the recording): Log in to the Zoom account under which the event was created. Start the event: inside Zoom, or inside Simplero, or by clicking the event’s Zoom URL After the event ends: Zoom notifies Simplero that the event ended Simplero imports the recording into your Media Library and your selected lesson The event card will show a link to where the recording was added Conversations recorded via chat will also be added to the lesson content. Troubleshooting My Zoom events aren’t showing in Simplero Confirm the Zoom integration is connected, then check Events → Zoom again. Make sure the Zoom URL is not the location of the Zoom call, but the URL on the Zoom admin side I can’t change recurring dates/times in Simplero Expected — change recurrence/date/time in Zoom. Recording didn’t import Check that Cloud recording is enabled and that there is enough storage on cloud for the recording Recording is ≥ 5 minutes, and the meeting was started from the correct Zoom account. The Zoom account is at least a Pro and not a Basic account The meeting itself is being started from the specific event/meeting on the account it was created on. Typically, via Zoom or Simplero’s event view is best. If it's not started via the event, it will not import Ensure you have permissions to share the recording with 3rd parties via Zoom account settings as well Set to import into a course before the event starts Attendees aren’t syncing If you used a Basic Event with a pasted link, syncing won’t happen—use the Zoom integration instead. You’re Done When… Your Zoom event appears in Simplero under Events → Zoom (If enabled) The recording appears in your Media Library and in the lesson you selected after the event ends

By the end of this guide You'll know how to update event details, manage participants, edit recurring occurrences, and cancel or delete events when they're no longer needed. In this guide Update event details Send a broadcast to participants Copy an event link Manage a recurring series Add or remove participants Add a host Cancel or delete an event Update event details Update an event's title, description, registration settings, and other details any time from the event admin page. Open the event on “Settings” in the top right corner to edit. For Zoom events, occurrence repetition, date, and time of a recurring series are managed inside Zoom. Editing those details in Simplero redirects you to Zoom. Send a broadcast to participants From the event admin page, click Send broadcast in the top right corner. This creates a broadcast addressed to the event's approved participants. Copy an event link Click Copy Link in the top right corner of the event admin page to copy the event link and share it with your contacts. For a recurring series, the link you copy from the top header always points to the next upcoming occurrence. To link to one specific occurrence, copy its link from the Upcoming events section instead. Manage a recurring series On a recurring event, the admin page shows a table of all upcoming and past occurrences. You can: Edit a single occurrence — change its date, time, description, or host without touching the rest of the series. For Zoom events, this redirects you to Zoom. Click on the pencil icon next to the event you want to edit. Edit from a specific occurrence forward — change the repetition, host, or other details for every event from that date on. Click on the arrows icon next to the event you want to edit. Add additional occurrences — add extra dates to an existing repeating series. This only works on events that already repeat. You cannot add occurrences to a one-time event. Click on +Add Event in the top right corner. Delete a single occurrence — remove one session from the series without affecting the others. Click on the three dots next to the event Choose “Delete event occurrence” To make bulk changes, go to the events page, select multiple occurrences using the checkboxes and use the actions menu to set hosts, add labels, or delete. Add or remove participants Add participants while an event is upcoming. Go to your event and click on +Add a participant. Once an event ends, you cannot add participants — not as an admin from the Participants tab, and not as the contact themselves. To cancel a participant's registration: Go to the Event Open the Participants tab Click on Cancel next to the participant Add a host Go to Content → Events Tick the checkbox next to an event Select the action Set hosts. Choose a host The host shows on the event page and the Calendar page. Hosts can be set per occurrence or applied to the entire series. Cancel or delete an event Group events have no cancelled or rescheduled status. Every event is either upcoming, past, or deleted. To cancel a group event, delete it: Go to the event Click on the … in the top right corner Click on Delete event To move a recurring event, change its recurrence details, or change the date and time of a single occurrence. When you delete an event, it's removed from your events list. Registrants can no longer access it. Troubleshooting Why can't I add a participant to my event? The event has ended. Once an event ends, no one can add participants — not an admin from the Participants tab, and not the contact themselves. How do I cancel a group event? Group events have no cancelled or rescheduled status. Delete the event to cancel it. To move a recurring event, change its recurrence details or the date and time of a single occurrence. Why can't I change my event's location to Zoom? Zoom, Google Meet, Microsoft Teams, and Simplero live stream lock at creation. You can't switch to them after creating the event, and you can't switch away from them. Online, In person, and TBD stay editable. Create the event again from scratch with the location you want. Why can't I add more occurrences to my one-time event? Additional occurrences only work on existing repeating series. Set the event to repeat, or create a new repeating event. How do I edit the date and time of a Zoom recurring event? For Zoom events, occurrence repetition, date, and time are managed inside Zoom. Editing those details in Simplero redirects you to Zoom. Can I convert a one-time event into a recurring series? No. Once created as a one-time event, you cannot convert it to a recurring series. Create a new recurring event instead. Keywords: manage events, edit event, update event, delete event, cancel event, reschedule event, move event, event participants, add participants, event host, event broadcast, copy event link, recurring series, edit occurrence, delete occurrence, add occurrence, bulk edit events, zoom event edit, event series, group events, past events, upcoming events

Our events feature makes it super easy to host live sessions like webinars, group calls, or in-person meetups. You can set up simple one-time events or recurring events that follow a repeated interval pattern, such as daily, weekly, or monthly. You can create events, send invites, track RSVPs, and even add reminders—all in one place. It keeps everything organized so your people know where to be and when. Check the How-To Guides here. You might also want to check how to set up the Zoom integration in this manual. You can also check the Workshop ‘Mastering Events in Simplero’