After the event

Once the tables are packed away, a few minutes on Upfayre means you know what you raised, what people thought, and what the next team should do differently.

Thank your volunteers

Open the event's Feedback tab and click Thank volunteers (it says how many). Everyone who was on the rota and gave an email address gets a thank-you from your PTA. You'll also see who's helped most over the year under Manage PTA → Volunteers, where you can thank people one at a time.

Ask how it went

Click Open feedback on the Feedback tab. (Do it before the event if you'd like a QR poster for the exit.)

1. The Feedback tab

1. The Feedback tab

The Feedback tab, highlighted on the whole screen
2. Open feedback

2. Open feedback

Open feedback, highlighted on the whole screen
  • Email the team asks the people who ran the event how it went, and lets them answer anonymously.
  • Collect feedback from guests gives you a link and a QR poster for parents: a star rating and a comment, with no account needed.
  • For a ticketed event, Email ticket-buyers (it says how many) asks everyone who bought a ticket.
  • Somebody told you something in the playground? Log feedback you received in person adds it to the rest.

On the full plan, Generate summary reads every comment and pulls out the themes and what to do next time.

Your ticket answers

If your tickets asked a question (a meal choice, a child's class, dietary needs), open the event and click Ticket sale responses in the ticketing panel above the tabs. Choices are counted up, written answers are listed by ticket, and Download CSV gives you the lot for a spreadsheet.

Ticket sale responses

Ticket sale responses

Ticket sale responses, highlighted on the whole screen

Archive the event

When everything's wrapped up, open the Settings tab and click Archive event.

1. The Settings tab

1. The Settings tab

The Settings tab, highlighted on the whole screen
2. Archive event

2. Archive event

Archive event, highlighted on the whole screen

You'll be asked for the amount raised. If you took ticket or shop payments through Upfayre, they're shown so you can include them. If you tracked costs, you'll give the gross and net figures. Then write the retrospective: what worked, what you'd change, and any tips for next time. Whoever runs the event next year sees it when they start planning theirs.

Archiving makes the event's files, tasks and chat read-only. Its amount goes into your PTA's fundraising totals. An admin or your committee can unarchive it if you need to change something.

No time for the retrospective today? After archiving, the event's page has a Write retrospective button, and we'll send you a reminder.

What you've raised

Open Manage PTA in the menu. The Fundraising card shows your total for the school year. Full report breaks it down event by event, ready to save as a PDF for your AGM or the school newsletter.

Full report

Full report

Full report, highlighted on the whole screen

Selling merchandise through the shop? Manage PTA → Shop report shows what the shop took, product by product, for any period you choose.

Still stuck? Tell us what you were trying to do.

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