Events - Soul Help Center

Host workshops, classes, circles, retreats and webinars, one-off or repeating, with tickets, registrations and everything around them.

An Event is a group gathering with a date and time that many people can attend: a workshop, a weekly class, a monthly circle, a retreat, a webinar. You set when and where it happens, add one or more Tickets (free or paid), and members register. Around each event you can message registrants, share materials, open a group chat, collect a form, and let people vote on a time.

When to use an event

If you want…	Use
A group gathering on a set date and time, online or in person	An Event
The same class or circle on a regular pattern, like every Tuesday	A Repeating Event (guide)
A gathering where you don't know the date yet and want people's input	An event with a Timing Poll (guide)
A one-to-one appointment someone books with you	A 1:1 session
Lessons people work through at their own pace	A course
An ongoing group conversation with no date attached	A chat space
A one-off update to everyone on your portal	An announcement
An update to just the people registered for one event	An event Blast (guide)
A live audio gathering inside your community	Community Gatherings (Community)

What members experience

A member finds the event in the Events section of your portal, or opens a link you shared (the event's Share button copies it).
The event page shows the cover image, title, date and time with time zone, Online or the venue, a description, and a Registration card with your tickets.
They pick a ticket and click Register (free) or Get Ticket (paid). A free ticket with nothing to answer registers them straight away. Otherwise they go to checkout, where they pick their dates for a pick-your-dates ticket (Dates), answer your registration form if you added one, can enter a code under Have a promo code?, and click Register or Register & Pay.
They land on their ticket page, with a QR code for check-in, and get a confirmation email. Soul then emails a reminder 2 days, 1 day and 1 hour before the event. For a repeating event, reminders go out before each upcoming date.
Everything about their registration is on their ticket page. They reach it with View Ticket on the event page, from the Calendar tab in Activity, or from Purchases for a paid ticket. It shows the date and time, a Join Online button or the venue with directions, Resources (materials you shared), your blasts under Messages from <your portal name>, and the Event chat if you opened one. They can Cancel registration there too, and then Request a refund if your refund policy allows it.

For the full member view, see Events for members.

Anatomy of an event

An event has four layers. You set them up roughly in this order:

The event itself: title, schedule, place, visibility.
Tickets: who can register, at what price, how many.
Registrations: one record per person who signed up.
Extras around it: blasts, content, chat space, forms, promotions, automation, timing poll.

Event details (Create New Event / Edit Event)

Setting	What it does
Cover image	"Add an image that best represents your event/course (optional)". Shown on the event card and page. Events without an image look unfinished when shared.
Visibility	Public: "Visitors will be able to see this event." Private: "Event will only be visible to subscribers." Unlisted: "Event is hidden from listings but accessible via link."
Title	The name of the experience. Name what happens, not just the format ("Full Moon Breathwork Circle" rather than "Workshop").
Description	Rich text: who it's for, what will happen, what to bring.
Flexible Date Event	"Date TBD: use a timing poll or set the date later." Hides the date fields so you can publish before the date is fixed.
Start / End	Date and time of the event (or of the first date, for a repeating event).
Event Timezone	Click it, then Select Timezone. Members see times in this timezone.
Repeat this event	Makes it a repeating event. See Repeat settings.
Location & Format	In-Person Event or Online Event. See below.
Attendance Limit	Under Event Settings, shown when you edit an existing event. Unlimited seats or Limited to a number of seats. You can also change it from the Registrations tab.

Online Event

Setting	What it does
Meeting Link (optional)	Your Zoom, Google Meet or other link. Before registering, members see "The link arrives with your ticket." Once registered, their ticket page has a Join Online button. You can add it later. Soul does not create Zoom links for events.

In-Person Event

Setting	What it does
Location search	Search for the venue and pick it. Members get the address and a map.
Manual Address Entry	Type Venue Name, Street Address, City, Region/State and Country yourself instead of searching.
Include location details	Adds a line of directions, such as "Floor 3, Suite 302" or "Park at West Entrance".
Show full address before registration	On: everyone sees the venue, full address, map and directions on the event page. Off (the default): visitors see only the city until they register.

Repeat settings

Turn on Repeat this event to open these options.

Setting	Options
Repeat every	A number plus days, weeks, months or years. For example, every 2 weeks.
Repeat on (weekly)	The weekdays, Mon to Sun. Pick several for a class that meets twice a week.
Monthly pattern	Same day as start date, Specific day(s) of the month, or Weekday of nth week (for example the first Sunday, or the Last week).
Ends	Never, On specific dates (stops when that day ends), or After number of occurrences.

Once an event is published and has confirmed registrations, the pattern locks: "Recurrence is locked because this event is published and has confirmed attendee registration(s)."

Tickets (Tickets tab)

Every new event starts with one free ticket called Regular. Edit it or add more with Add Ticket.

Setting	What it does
Ticket Name	For example "General Admission", "VIP", "Early Bird". Each name must be unique within the event.
Description (optional)	What this ticket includes.
Capacity (optional)	Seats on this ticket. "Leave empty for unlimited."
Ticket Visibility	Public (Available to everyone) or Subscriber Only (only your paying members can register).
Ticket Pricing	Free or Paid.
Price	The amount, for a paid ticket.
Variable pricing	"Let attendees choose how much to pay within a range." Set a Minimum Price and Maximum Price. Good for sliding scale.
Join Policy (repeating events only)	All Access: must join from the beginning, All Access: can join midway, or Flexible Access: can join midway and choose events.
Max Selectable Occurrences (optional) (Flexible Access only)	Caps how many dates one person can pick, such as "any 3 classes".
Pricing Model (repeating events only)	Flat Rate: "Charges once for the entire occurrences." Per Occurrence: "Charges for each occurrences" the person picks.
Registration form	Add Form attaches a form people must fill in before they register. See registration forms.

Drag tickets to set the order members see them in. Below the tickets, Refunds for this event shows the refund policy for this event and lets you override your portal default.

Registrations

Each registration is one person on one ticket (and, for repeating events, their dates). Statuses:

Status	Meaning
Confirmed	Registered (and paid, if the ticket is paid).
Pending	A seat is held while they finish paying. You see Hold ends and Amount due. "If they pay, this changes to Confirmed. If they don't, the seat is released and the registration leaves this list."
Cancelled	Cancelled by you or by them.
Refunded	Money returned.

Where it lives in the dashboard

Offerings → Events. The list has four filters: All, Upcoming, Completed and Draft, plus a search box. Each card shows the date, whether it's online or in person, visibility, price ("From $…" when there are several tickets) and capacity. Create Event starts a new one. The share button at the top copies your portal's events page link.

Click an event to open it. The header has Edit Details (or Edit Draft), share options (Copy link, Facebook, LinkedIn, QR Code), and Delete in the … menu. The tabs:

Tab	What you do there
Overview	See the date, status, format, meeting link or map, description and capacity. If you use resource management, assign Staff, a Room and Add-ons.
Tickets	Add, edit, reorder and delete tickets. Attach registration forms. Set the event's refund policy.
Registrations	See who's coming, filter by date, edit capacity, Export CSV, Add Attendee, open a registration to cancel, refund or mark attendance.
Content	Upload materials, recordings and links for registrants, in folders.
Chat Space	Enable Chat Space to give registrants a group chat.
Promotions	Promo codes that apply to this event. Create them here or in Business → Pricing; see discount codes.
Automation	"Automate actions when someone registers for this event." Send an email or a form.
Blasts	"Send updates to your event attendees via email." Now or scheduled.
Timing Poll	Let people vote on the date and time.

Statuses and lifecycle

Stage	What it means	Where you see it
Draft	Saved with Save as Draft. Not on your portal. You can't add attendees to a draft.	Draft filter; Draft pill on the event
Published	Saved with Create & Publish Event (or Save & Publish Event when editing). Live on your portal, according to its visibility.	Upcoming filter; Published pill
Completed	The event (or the last date of a series) has ended.	Completed filter

To take a published event offline without deleting it, open Edit Details and click Save as Draft.

The Registration card on the event page changes with the situation:

What members see	When
Register	Free ticket. Sign In to Register if they need to sign in first
Get Ticket	Paid ticket, or a pay-what-you-can range
A Members tag, and Start a Membership	Subscriber Only ticket and the person isn't a member
Sold out, Sales ended or Unavailable on the ticket	That ticket's seats are gone, or it can't be bought for the coming date
"This event is full" and "Registration is closed."	No ticket can be bought
"This event has ended"	Every date has passed
Registered, with View Ticket and Add to Calendar	They already hold a ticket
Payment pending, with Complete Payment	They started paying and didn't finish. The seat is held for a while

Someone already registered sees Already registered! and View Details.

Limits and good-to-knows

Turn on the Events section. Publishing doesn't put the event on your portal home by itself. Turn on the Events section in My Portal → Design.
Soul doesn't create meeting links for events. Paste your own link. Zoom links are created automatically for 1:1 sessions only.
Automatic reminders go by email to confirmed registrants 2 days, 1 day and 1 hour before the event (before each upcoming date for a repeating event). You don't need to set them up.
Repeating events that never end can only use Flat Rate pricing with an All Access ticket: "Only flat pricing is allowed for forever events with all/future access for now." Give your series an end if you want per-date pricing.
Capacity on repeating events can't be edited when tickets use All Access join policies. Soul manages the seat count across the series.
Refunds can only be issued after the registration is cancelled, for a paid ticket, before the event ends.
Registrations on mobile: use a computer for the most complete registration list.
Double-check times after publishing. Open your public event page and check the date, time and timezone. For audiences across timezones, adding "6pm PT / 9pm ET" to the description helps.
Deleting an event "will permanently delete this item and related tickets/content. This action cannot be undone."
Passes: one-off events can be included in a pass. Repeating events can't.
Not available yet for events: scheduled price changes (use a code with an expiry instead) and guest checkout without an account (beta, may not be in your account yet).