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UPWARD FEATURE

Events

Run public and private events with registration, QR passes and reminders, and send every registrant into your CRM.

WHAT IT ISEvents in Upward live on the Team Calendar and can show on your Bio/Profile Page. Attendees register in a few fields, receive a confirmation and a digital QR pass on Starter and above, and are added to the CRM as leads. Limits scale by plan: Free allows 2 events a month and 25 registrations per event, and Pro is unlimited.

Publish an event people can find

Create an event on your Team Calendar, choose whether it is public, and show it on your Bio/Profile Page. The calendar type alone does not make an event public, so you decide event by event.

  • Free: 1 public event on your page at a time
  • Starter: 5, Deluxe: 25, Pro: unlimited
  • Event photos and attachments from Starter, using your storage

Registration without friction

Visitors register with a name and email. Add your own questions: none on Free, 3 on Starter, 10 on Deluxe, unlimited on Pro. Registrants can cancel through a link, and duplicate registrations never expose an existing attendee.

  • Capacity per event: 25, 100, 500, or unlimited
  • Attendee timezone captured at registration
  • Cancel flow that frees the seat

Digital passes

From Starter, each registration gets a digital QR pass. The pass page needs both the registration ID and its pass code, so a forwarded link opens only that one registration.

  • QR pass emailed with the confirmation
  • Pass codes protect each registration
  • Free plans register without passes

Repeat and meet online

Starter repeats events weekly, and Deluxe and Pro repeat on any schedule. Starter and above connect Zoom, Google Meet and Teams links. Free accepts a pasted link.

  • Recurring events without recreating them
  • Meeting app links on paid plans
  • Reminders are always included

Every registrant becomes a lead

A registration creates a CRM lead for the member who shared the event, with the event as the source. Export events and attendee answers to CSV from Deluxe.

  • Source and answers saved on the lead
  • Target attendees later with a Dynamic Audience
  • Registrant list in the event and in the CRM

Team approvals and permissions

On Deluxe, Pro and Pro Company, members can submit events for approval and owners set who may publish. Free Company and Free members create within their own limits, and existing events are never removed on a downgrade.

  • Approval queue for member events
  • Company and Industry events by permission
  • Publishing modes: immediate, approval or disabled

How it works

Create the event

Title, time, location or meeting link, capacity and photos.

Add questions

Ask what you need to know before they arrive.

Publish and share

Show it on your Bio page, share the link or QR code.

Follow up

Registrants flow into the CRM for reminders, campaigns and thank-yous.

What's included

Public registration

Name and email, plus up to unlimited custom questions by plan.

QR digital passes

From Starter, protected by a pass code.

Recurring events

Weekly from Starter, any schedule from Deluxe.

Capacity limits

25, 100, 500 or unlimited registrations per event.

Attendee export

CSV with answers, from Deluxe.

Registrant CRM capture

Each registrant becomes a lead with the event as the source.

How Upward is different

Every touchpoint feeds one CRM: a booking, a form, a tracked link, a video view, a review, an event registration or a chat adds to the same person's timeline.
Events replicate to every member through the shared Team Calendar
White-glove onboarding, support and training are included at no charge, so your team is set up properly instead of left with a manual.

Frequently asked questions

How many events can I create?

Free allows 2 a month, Starter 10, Deluxe 50 and Pro unlimited. Free Company matches Free and Pro Company matches Pro.

Do registrants get reminders?

Yes. Viewing calendars, registering and reminders are included on every plan.

What happens to events if I downgrade?

Nothing is removed. Existing events and registrations stay, and the plan only limits what you create next.

Can attendees add the event to their calendar?

Their confirmation carries the event details, and the Team Calendar can sync with connected calendars.

Can I export the attendee list?

Yes, from Deluxe. The export includes attendee answers.

Related

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