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How do I manage event policies?

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Written by Luc Comeau
Updated over 2 weeks ago

What are event policies?

Event policies are reusable rules or guidelines that can be attached to events.

They are used to:

  • Set expectations for residents

  • Outline rules for participation or space usage

  • Provide important event-related information

Policies are managed centrally and can be assigned to one or more events.


Where do I manage event policies?

Event policies are managed in Event Settings.

From there, you can:

  • View all policies

  • See when they were last updated

  • View which events they are assigned to

  • Edit or delete policies


Viewing policies

In the Event Settings screen, you will see a list of all policies, including:

  • Policy name

  • Last updated date and time

You can:

  • Select a policy to open its details

  • View the full policy in a new tab

  • See which events the policy is assigned to


Viewing and managing policy assignments

Each policy shows where it is currently being used.

From the policy view, you can:

  • See a list of events the policy is assigned to

  • Update those assignments as needed

This helps you understand the impact of any changes before making them.


Editing a policy

You can update a policy at any time.

What happens when you edit a policy:

  • Changes apply to events using that policy

  • Residents with bookings or responses for those events may be notified of the update

  • Bookings are not cancelled as a result of policy changes

Learn more:


Deleting a policy

You can delete a policy if it is no longer needed.

Before deleting:

  • You will be asked to confirm

If the policy is assigned to events:

  • You will need to review or update those assignments before deletion


Permissions required

Only staff with the appropriate permissions can manage event policies.

If you do not see these options:

  • Contact your staff administrator

Learn more:


Where policies are used in events

Policies are added during event creation in the Media and Files step.

Residents can view these policies when they open the event.


Best practices

  • Review where a policy is assigned before editing it

  • Keep policies clear and consistent across events

  • Use reusable policies instead of creating duplicates

  • Be mindful that changes may notify residents

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