---
title: How to Record an Event (RSVP) or Membership Action
description: rsvp
---

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# How to Record an Event (RSVP) or Membership Action

**Overview**

Events and memberships are key engagement mechanisms. This guide covers creating actions for ticket purchases, event attendance and membership signups, renewals, and level changes.

**Part 1: Logging an Action**

### **Step 1: Navigate to Actions**

1. Click 'Action +'.
2. Select 'Add Manual Action'.
3. For a ticket purchase, choose 'RSVP Placed' from the Action Type dropdown. To record attendance, select ‘Check In Confirmed’.

![](https://kbhelp.humanitru.com/hs-fs/hubfs/undefined-May-30-2026-03-40-47-8806-PM.png?width=596&height=400&name=undefined-May-30-2026-03-40-47-8806-PM.png)

*Event action form with participant and event details*

### **Step 2: Enter Event Information**

**Constituent:** The person attending or participating.

**Date:** When the event occurred or will occur.

**Amount:** Total purchase price

**Fair Market Value:** Value of any benefits received (such as a meal, etc.)

**Tax Deductible Amount:** Amount that can be receipted for tax purposes

**Campaigns:** Used to indicate specific event, etc.

**Notes:** Any relevant context (tables, special dietary needs, VIP status, etc.).

**Linked Constituents**: If others are attending with this constituent, add them as Linked.

### **Step 3: Save**

1. Click 'Save'.
2. Action is logged.

**Part 2: Logging a Membership Action**

### **Step 1: Navigate to Actions**

1. Click 'Action +'.
2. Select 'Add Manual Action'.
3. Choose 'Membership Payment Made' from the Action Type dropdown.

### **Step 2: Enter Membership Information**

**Constituent:** The member.

**Action Date:** Date of Membership Payment, also serves as the start date of the membership

**Amount:** Total amount paid for the membership

**Fair Market Value:** Value of any benefits received (such as a meal, etc.)

**Tax Deductible Amount:** Amount that can be receipted for tax purposes

**Membership Length:** Select the unit of time (defaults to Year(s), but can also be changed to Days, Months or Lifetime) and then choose the correct number for the units (ex: 1 Year, 6 Months, etc.). Expiration and Status will be calculated on this selection as compared to the Action Date.

![](https://kbhelp.humanitru.com/hs-fs/hubfs/undefined-May-30-2026-03-40-48-1182-PM.png?width=596&height=406&name=undefined-May-30-2026-03-40-48-1182-PM.png)

*Membership Action fields*

**Campaigns:** Used to group Actions and often track details such as **Membership Level:** Member level (Standard, Patron, Sustaining, etc.) or **Membership Type:** Individual, Family, Household, etc.

**Notes:** Special conditions, permissions granted, etc.

### **Step 3: Save**

1. Click 'Save'.
2. Membership action is logged.

**Part 3: Membership Renewals**

### **When a Member Renews**

1. Click 'Action +'.
2. Select 'Add Manual Action'.
3. Choose 'Membership Payment Made' from the Action Type dropdown.
4. Create the new Membership Payment record with all applicable fields.
5. Save.

This creates a new action while maintaining the history of previous memberships on the constituent profile.

**Part 5: Pro Tips for Events and Memberships**

- Tip 1: Use event names that are descriptive and consistent year-to-year.
- Tip 2: For gated events (VIPs only), note status in the action notes.
- Tip 3: Build reports to track Memberships that will expire in 30 days as well as those that have recently expired. Create a process to reach out for renewal.
- Tip 4: For membership upgrades, note both the old and new levels in the action.

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