Documentation Index
Fetch the complete documentation index at: https://memberpulseptyltd.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Journey Overview
| Attribute | Value |
|---|
| Journey ID | UJ-C-012 |
| Actor | Client Admin / Staff |
| Goal | Create a new event for members |
| Trigger | Organization needs to host an event |
| Outcome | Event created and optionally published |
Preconditions
- Staff has ROLE_CLIENT_ADMIN permission
- Event categories configured
- Ticket types defined (if paid)
Journey Flow
Detailed Steps
Access Event Creation
Navigate to Events:
- Client Portal → Events
- Click “Create Event” or ”+”
Basic Information
Enter event details:┌─────────────────────────────────────────────────────────────┐
│ Create Event │
├─────────────────────────────────────────────────────────────┤
│ │
│ Step 1: Basic Information │
│ ───────────────────────── │
│ │
│ Event Title * │
│ [________________________________________________] │
│ │
│ Short Description * │
│ [________________________________________________] │
│ Used in event cards and emails │
│ │
│ Full Description * │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ [Rich text editor with formatting] │ │
│ │ │ │
│ │ │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ Event Type * Category * │
│ [○ Live ○ Online ○ Hybrid] [Select Category ▼] │
│ │
│ Featured Image │
│ [📷 Upload Image] Recommended: 1200x630px │
│ │
│ [Next: Date & Time →] │
└─────────────────────────────────────────────────────────────┘
Date and Time
Configure event schedule:| Field | Description |
|---|
| Start Date | Event start date |
| Start Time | Event start time |
| End Date | Event end date |
| End Time | Event end time |
| Timezone | Event timezone |
| All Day | Toggle for all-day events |
| Multi-day | Toggle for multi-day events |
- Single day event
- Multi-day event (conference)
- Recurring event (series)
- Schedule for later publishing
Location Configuration
For Live Events:┌─────────────────────────────────────────────────────────────┐
│ Location (Live Event) │
├─────────────────────────────────────────────────────────────┤
│ │
│ Venue Name * │
│ [Convention Center ] │
│ │
│ Address * │
│ [123 Main Street ] │
│ │
│ City * State * Postcode │
│ [Sydney ] [NSW ▼] [2000 ] │
│ │
│ [🗺️ Preview on Map] │
│ │
│ Parking Information │
│ [________________________________________________] │
│ │
│ Access Instructions │
│ [________________________________________________] │
│ │
└─────────────────────────────────────────────────────────────┘
┌─────────────────────────────────────────────────────────────┐
│ Online Event Configuration │
├─────────────────────────────────────────────────────────────┤
│ │
│ Meeting Platform │
│ [○ Zoom (Auto-generate) ○ Manual Link] │
│ │
│ If Zoom Auto-generate: │
│ Meeting will be created automatically when event is saved. │
│ │
│ If Manual: │
│ Meeting Link │
│ [https://zoom.us/j/... ] │
│ │
│ Access Password (optional) │
│ [________] │
│ │
│ Join Instructions │
│ [________________________________________________] │
│ │
└─────────────────────────────────────────────────────────────┘
Ticket Configuration
Set up ticket types:┌─────────────────────────────────────────────────────────────┐
│ Tickets │
├─────────────────────────────────────────────────────────────┤
│ │
│ ☐ Free Event (no tickets required) │
│ │
│ Ticket Types: │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ Name: [Member Ticket ] │ │
│ │ Price: [$99.00 ] Quantity: [100 ] │ │
│ │ Description: [Standard member admission ] │ │
│ │ Available: [Start Date ] to [End Date ] │ │
│ │ [🗑️ Remove] │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ Name: [Non-Member Ticket ] │ │
│ │ Price: [$149.00 ] Quantity: [50 ] │ │
│ │ Description: [Non-member admission ] │ │
│ │ [🗑️ Remove] │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ [+ Add Ticket Type] │
│ │
│ Early Bird Settings: │
│ ☐ Enable early bird pricing │
│ Discount: [20 ]% until [Date ] │
│ │
└─────────────────────────────────────────────────────────────┘
Add Speakers
Add event speakers:| Field | Required |
|---|
| Name | Yes |
| Title/Role | Yes |
| Company | No |
| Bio | Yes |
| Photo | Recommended |
| Is Main Speaker | Toggle |
- Add new speaker
- Select from speaker library
- Import from LinkedIn
CPD Configuration
Set CPD points:┌─────────────────────────────────────────────────────────────┐
│ CPD Points │
├─────────────────────────────────────────────────────────────┤
│ │
│ ☑ Award CPD points for attendance │
│ │
│ CPD Category: [Professional Development ▼] │
│ Points: [6 ] │
│ │
│ ☐ Auto-award on check-in │
│ ☐ Require minimum attendance (online) │
│ Minimum: [80 ]% of event duration │
│ │
└─────────────────────────────────────────────────────────────┘
Visibility and Publishing
Set event visibility:| Setting | Description |
|---|
| Public | Visible to all, searchable |
| Members Only | Requires login |
| Draft | Not visible |
| Private | Invite only |
- Publish immediately
- Schedule publishing date/time
- Save as draft
Review and Create
Review all settings and create event.On creation:
- Event record saved
- Zoom meeting created (if enabled)
- Event indexed for search
- Notifications sent (if configured)
Acceptance Criteria
Frontend
Backend
Permissions
Business Rules
Error Handling
