Creating a new Event

This covers how to enter events through the software.  Events can be used to block out time from certain areas as well as maintain your schedule in one common place.  Note: An employee must have event permissions to access this screen.

Step 1

Go to Facility Management -> Events from the main menu

Step 2

You will be brought to a screen that shows all current events at your place of business.  Click the New Event button at the top left of the screen.

Step 3

Enter in all pertinent information.  Required information is highlighted in Red.  Below is an explanation of all fields:

1) Title: This is a unique name to identify your event. This title is viewable by the public
2) External URL Link: If provided, this link can be made available to your customers through the web API Library

3) Description: Description of your event if applicable

4) Internal Notes: Any private notes that will only be available to your employees.

5) Number of People Attending Event: Number of people expected if applicable

6) Event Legend Color: You can set your own color for the event. This color will be used in the calendar to help you differentiate it from other events.

7) Viewable by the public: If unchecked, this event’s details will be hidden to the public from your calendar.

8) Featured Event: Used by the Web API. Featured events can be displayed to your customers through our API library.

9) Event Date Information: This set’s up the full schedule for your event

10) Contact Information: Attach any customers to this event as the main contacts

Step 4a

Enter in your schedule for your event by clicking “Add Event Location/Day/Time”.  You will be given options to schedule your event’s times.  This will be used to check for conflicts as well as reserving the time.  You have the option of a daily, weekly, bi-weekly, or monthly time setup.  You may add as many different time combinations as you like for complete control.

Step 4b

Add in any contact information if applicable by clicking “Add New Contact”.  You will be presented with a screen where you can search existing customers in your database for a quick addition.  If the customer does not exist, simply type in their information and save.

Step 5

Click “Save” at the bottom right of your screen to save your event.  We will check for scheduling conflicts and holidays.  If any are found, you will be given the option to make any alterations to your schedule.  Once all conflicts are resolved, your event will be saved and scheduled.