Event | How to Add an Event - Master Guide

• Event Name and Description

• Start/End Times, Start/End Dates and Setup and End Teardown Times/Dates

• If Admins Make Setup and End Teardown Required

   

  • See section: Require Begin Setup Date/Time and Require End Teardown Date/Time

     

• Making an Event Recurring (Optional)

   

• Marking an Event Offsite

   

• Marking an Event Virtual

   

• Location(s) - Required

   

• Public or Private Event

   

• Event Categories

   

• Add Number of People

   

  • See section: Require # of People when Creating an Event

     

• Auto Approve Option (Admins Only)

   

• Event Owner and Editors

   

• Integration Options

   

• Optional Settings: Adding Attachments & Event Reminders

   

• Event Contacts | Who Are They & How To Add Them

   

• Adding Items (Spaces, Resources, Services)

   

• Setup Tab: Adding Notes, assigning Resources to Spaces and Internal Forms

   

• Occurrence tab

   

  • Event | Editing, Adding, & Canceling Occurrences

     

  • Viewing and Resolving Conflicts

     

  • When to Add Occurrence vs. New Schedule?

     

• Schedules Tab
  
  

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  Conversations Tab

• History Tab

Pending Events Reserve Items

Once you are done editing an event, it's important to submit it for approval as soon as possible. Only events that are in a pending status are visible to others on the calendar and appropriate dashboards. However, as soon as items (spaces, resources, and services) that are selected on the event, they are reserved.

If you leave an event in a draft status you can pick up where you left off by selecting the event from within your "My Drafts" grid on your dashboard. If you have no events in draft mode, you will not see a "My Drafts" grid on your dashboard.