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