How to Connect Groups to Events

Summary: This guide explains how to link Tithely Groups to new or existing Events. Connecting groups to events streamlines attendance tracking, centralizes communication, and improves organization for group-specific activities.


Before You Begin

  • Permissions for New Events: To connect a group to a new event, you must have "Groups Edit" AND "Event Create" permissions.

  • Permissions for Existing Events: To connect a group to an existing event, you must have "Groups Edit" AND "Edit Events" permissions.

  • Group Leaders: By default, Group Leaders cannot perform these actions unless they are explicitly granted the Event permissions listed above.

  • Series Logic: If you associate a group with an event that is part of a series, the group will automatically be linked to all events in that series.

  • Functionality Note: Associating a group is primarily a label for organization. It does not automatically change Check-In settings, reporting, or Church App visibility.


Step-by-Step Instructions

 

Option 1: Associate a Group While Creating a New Event

  1. Navigate to the Events tab and click the 'Add Event' button.

  2. Check the box labeled 'Associate to Group' in the New Event dialog.

  3. Type the name of the group in the search bar that appears, then select the correct group from the dropdown list.
    image (7).png

  4. Fill in the remaining event details (date, time, location) and click 'Add' to save.

 

Option 2: Create an Event Directly from the Groups Page

  1. Navigate to the Groups tab and click on the specific group you want to manage.

  2. Click the 'Create Group Event' button on the group's page.
    image (8).png

  3. Verify that the 'Associate to Group' checkbox is already selected and the correct group is pre-filled.

  4. Fill in the remaining event details and click 'Add' to save.

 

Option 3: Edit an Association on an Existing Event

  1. Navigate to the Events tab and click on the event you wish to modify.

  2. Click 'Edit Event' and select 'Event Settings'.

  3. Locate the 'Associate to Group' section.

    • To Change: Search for and select a different group.

    • To Remove: Click the 'X' next to the group name.

    • To Keep: Leave the selection as is.

  4. Click 'Save' to update the event. Note: If this is a recurring event, this change will apply to the entire series.
    image (9).png


Troubleshooting & FAQs

  • Why should I connect a group to an event? Connecting them offers several benefits:

    • Streamlined Communication: Send details easily to group members.

    • Attendance Tracking: Track attendance specifically for that group.

    • Organization: Keeps event data centralized.

    • Planning: Helps you plan events with a specific audience in mind.

  • I am a Group Leader. Why can't I add an event? Group Leaders do not have "Event Create" permissions by default. An Admin must update your User Role to include "Event Create" (for new events) or "Edit Events" (for existing ones) before you can use this feature.

  • Does linking a group change how Check-In works? No. Associating a group with an event is simply a label for administrative organization. It does not automatically configure Check-In stations or change settings within the Church App.


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