Bulk Assigning Members to Events

Available with any of the following subscriptions:
✓ Premium
✓ Ultimate

Bulk assigning events to a member is a quick and efficient way to get them up and running, especially if they’re new to your organisation. This tool lets you assign multiple future events in just a few clicks.

When to Use This

This feature is perfect when:

• A new member joins and needs upcoming events assigned
• You're onboarding someone mid-season
• You need to apply standard visibility, fee, tax, and role settings across multiple events quickly

How to Bulk Assign Events to a Member

1. Navigate to the Member Profile

• Go to the Members section.

• Select the member you want to assign events to.

2. Click the dropdown arrow next to Edit Member.

• Select Bulk Assign from the menu.

3. Select Events

• You’ll see a list of upcoming events – only events in the future will appear here.

• Tick the checkboxes next to the events you’d like to assign.

4. Set Assignment Options

For each selected event, configure the following:

• Visibility: Choose whether the event should be visible to the member on their portal

• Fee: Set any participation or event fees (if applicable)

• Tax %: Apply a tax percentage if needed

• Role or Instrument: Assign the member’s role or instrument for that event

Note: We won’t email the member about these events. However, if the event is set to visible, they may be able to view it on the member portal.

5. Save

• Once you’ve reviewed the selections and settings, click Assign to Events.

• That’s it! Your member is now assigned to those events.