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Creating an Event

Table of Contents

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1. Click "Program"on the left side menu

Click "Program"on the left side menu

2. Scroll down on the submenu

Scroll down on the submenu

3. Click "Events Management"

Click "Events Management"

4. Click the "Create Event" button

Click the "Create Event" button

5. Type the "Event Title"

Type the "Event Title"

6. Type in a "Description" of the event

Type in a "Description" of the event

7. Set the "Event Date"

Set the "Event Date"

8.

9. Choose the "Event Type"

Choose the "Event Type"

10. Select a "Program"

Select a "Program"

11. Specify the "Location"

Specify the "Location"

12. Assign a "Coordinator"

Assign a "Coordinator"

13. Leave "Internal Notes" if needed

Leave "Internal Notes" if needed

14. Move into the "REGISTRATION & PUBLISHING" section on the right

Move into the "REGISTRATION & PUBLISHING" section on the right

15. Select the "Status" of the event

Select the "Status" of the event

16. Choose if you wish to "Publish to client portal"

Choose if you wish to "Publish to client portal"

17. Set a date for then the "Registration opens"

Set a date for then the "Registration opens"

18. Set a date for then the "Registration closes"

Set a date for then the "Registration closes"

19. Set the "Client cancellation window (hours before slot)"

Set the "Client cancellation window (hours before slot)"

20. Choose the "Attendance lock (hours after slot ends)"

Choose the "Attendance lock (hours after slot ends)"

21. Click "Auto-assign staff strategy" and choose an option from the dropdown menu

Click "Auto-assign staff strategy" and choose an option from the dropdown menu

22. or check the "Registration manually closed" if you wish to close it manually

or check the "Registration manually closed" if you wish to close it manually

23. Scroll down and find the "Slot laber field"

Scroll down and find the "Slot laber field"

24. Set the "Capacity" of the event

Set the "Capacity" of the event

25. Set the "Start time" of the event

Set the "Start time" of the event

26. Set and "End time"

Set and "End time"

27. Type a "Location override"

Type a "Location override"

28. Click "Create Event"

Click "Create Event"