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Group Your Events into Event Series

Updated

If you manage multiple satellite events and guest lists for a main event, you can neatly group them into an event series in the My Events overview. This article shows you step-by-step how to create a custom field for this purpose, assign it to your events, and save the view permanently.

NOTE To create and edit custom fields, you need at least the role of Admin or Company Owner.

OVERVIEW

An event series bundles related events – for example, a main event with its satellite events – under a common attribute. To do this, you create a custom dropdown field in the My Events overview, assign the appropriate event series to each event, and display the field as a column. Afterwards, your events can be sorted and displayed together by event series.

The setup is done in three steps:

  1. Create custom field "Event Series"
  2. Assign event series to individual events
  3. Show field as column, sort, and save view

STEP 1: 
CREATE CUSTOM FIELD "EVENT SERIES"

  1. Open the My Events overview.
  2. Click on Options → Fields & Columns.
  3. Create a new custom field as you would in a guest list.
  4. Choose the field type Dropdown and name it, for example, Event Series.
  5. Create one option value per event series (e.g., “Summer Conference 2026,” “Roadshow Q3”).
INFO Option values can be expanded or adjusted at any time. You can continuously add or remove event series as new ones are added.

STEP 2:
ASSIGN EVENT SERIES TO EVENTS

Open the Event Information of the respective event and assign the appropriate option value in the Event Series field. Repeat this step for each event that should be part of the event series.

STEP 3: 
SHOW FIELD, SORT, AND SAVE VIEW

  1. In the My Events overview, open Options → Fields & Columns again.
  2. Check the box next to Event Series to include the field in the list of selected fields.
  3. Set the display order of the selected fields to determine the column position.
  4. Sort the overview by the Event Series column ascending or descending. This way, all events of an event series are clearly displayed together.
TIP To avoid having to reconfigure this each time you visit, save the view via Options → Save Table View. Your column and sort settings will be retained permanently, and you can load your preferred view anytime via Options → Load Table View.

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