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How do I create a Save the Date?

Create a Save the Date

Updated over a week ago

Overview

The Save the Date feature allows reunion organizers to announce an upcoming family reunion and provide essential details before final plans are confirmed. This function serves as a placeholder for the reunion and helps family members plan ahead.

Key Features

  • Basic Information
    When creating a Save the Date, you will enter:

    • Country, State, and City

    • Start and End Dates of the reunion

    • An optional personal photo, which will appear on the Save the Date page in the platform.

  • Visibility
    After creation, the Save the Date appears in the platform’s navigation panel and is visible to all members of the family group when they sign in.

  • Notification Options
    During the creation process, the reunion organizer can choose how to notify invitees (family members included in the invitation).

    • After publishing, members of the family group receive an email notification.

    • A text message is also sent if the member has provided a mobile number in their profile and opted in to receive text messages.

  • Editing and Updates
    Once published, the Save the Date can be edited by any designated Reunion Organizer. If changes are made, the system can notify invitees of updates.

  • Transition to Reunion Invitation
    When all reunion details (such as activity schedule and costs) are finalized, organizers can use the information from the Save the Date to create the official reunion invitation.

  • Optional Step
    Creating a Save the Date is not required. If all reunion details are known, organizers can skip this step and proceed directly to the Create a Reunion function.

  • Cancellation
    If plans change, a Reunion Organizer can cancel the reunion. Invitees will be notified via email and text message (if opted in).

  • Administrative Rights
    Any family group member designated as a Reunion Organizer has the authority to update or cancel the Save the Date.


Steps to Create a Reunion Save the Date

1. On the home page, click the ‘+’ icon in the Reunion section of the left navigation pane.

Add Basic Information

2. To make your Save the Date more personal, you can add your own reunion cover photo to display on the Save the Date page. You or another Reunion Organizer with administrative privileges can return later to add or change this photo. This step is optional.
To add a cover photo, go to the Reunion Cover Photo placeholder section, click the highlighted ‘Click’ link, and select the image you want to upload.

3. Use the cropping tool to crop the image and display the desired content, then click "Crop*".*

4. Click in the ‘Reunion Title’ field and enter a title for the reunion (e.g., 2026 Smith Family Reunion).
You or another Reunion Organizer with administrative privileges can return later to change the title.

5. Click the "Start Date" field and select the reunion start date.

6. Click the "End Date" field and select the reunion end date.

7. Click in the description field and enter a description for the reunion.
After you publish the Save the Date, this description will be visible to members of your family group who are invited to the reunion.

8. As an option, you may upload documents that provide additional information to your reunion invitees.
After you publish the Save the Date, this documents will be visible to members of your family group who are invited to the reunion.

9. Click "Next".

Add Location

10. Click the "Country" field and select the country where your reunion will be hosted.

11. Click the "State" field and select the state where your reunion will be hosted.

12. Click the "City" field and type the city where your reunion will be hosted.

13. Click "Next".

Add Invitees

Using the Invitee Function

When you create a reunion invitation, the system automatically selects the family group where the invitation was created. By default:

· All members of that family group who have joined the platform or have been invited to join are included as invitees.

View Invitees

To see the individual members in the selected family group:

1. Click the Expand Group button.

2. A list of all invitees in that group will appear.

Modify Invitees

As the creator of the reunion invitation, you have two options:

· Keep the default selection (all family members in the group).

· Deselect specific members if you do not want them included.

Invite Multiple Groups

If you belong to more than one family group:

· You can select additional family groups to invite.

· Each selected group will include its members by default, but you can adjust selections as needed.

Add Invitees Outside the Family Group

You can also invite family members who are not part of the selected family group. To do this:

3. Click Add Invitee.

4. Enter the invitee’s:

1. First Name

2. Last Name

3. Email Address

4. Age Tier
(This is required for the RSVP process if reunion fees or activity charges are based on age groups. The age tier determines the appropriate fee to assess.)

5. When you publish the invitation:

5. The new invitee will receive an email invitation to the reunion.

6. They will also be invited to join the family group.
Important:

· If the new invitee accepts and joins the family group, they will gain access to all group content, including the Family Feed, Memory Albums, and other shared information.

· When the invitee joins the platform, they can update their age tier if needed.

14. When you create a reunion invitation, the system automatically selects the family group where the invitation was created. Click the Expand button to view the members in that family group. You may deselect specific members if you do not want them included.

15. In the Additional Invitees section, you may add new invitees by providing the following data:

· First Name

· Last Name

· Email Address

· Age Tier
(This is required for the RSVP process if reunion fees or activity charges are based on age groups. The age tier determines the appropriate fee to assess.)
Click "Add" to add the new invitee to the invitation.

16. When creating a Save the Date, you have the option to send notifications to invitees via:

· Email address

· Mobile phone number (if the member has a mobile number in their profile)
By default, this option is selected, meaning the Save the Date will be sent to both email and mobile (where available).

To Change This Setting

· If you do not want to send the Save the Date to invitees, simply clear this option before clicking Continue.

17. Click "Continue".

18. Click "PreviewSave the Date”"

19. Preview the Save the Date page.

20. Click "Publish Save the Date".

A screenshot of a family reunion

AI-generated content may be incorrect.

What Happens After You Publish a Save the Date

Once you publish a Save the Date, the following occurs:

Notifications Sent (If Enabled)

· If you selected the Send Notification option, members of your family group will receive a Save the Date email.

· will also be sent if:

o The family member has added a mobile phone number to their profile, and

o They have not opted out of receiving text messages from the FamConnections platform.

Who Receives the Email

· Members who have joined the platform.

· Members who have been invited to join the platform (shown as Pending Connections in the family directory).

Visibility on the Platform

7. The Save the Date will be visible to all members of the family group when they sign in to the platform.

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