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How To Create An Event

Use the Event Wizard to create an event, collect availability, and schedule staff.

 

Create an Event

  1. From the left-side menu, click Events > Create Event.

  2. Enter the Event Name and Description, then click Next Step.

  3. (Optional) Enter GL Codes, then click Next Step.

  4. (Optional) Enter Type, then click Next Step.

  5. (Optional) Enter Genre, then click Next Step.

  6. Enter the Start Date and End Date, then click Next Step.


Configure Event Details

  1. (Optional) Update Day Names for multi-day events.

  2. Choose how to set the Location:

    • All Days Are the Same, or

    • Choose for Each Day

  3. Select a Location or create a new one, then click Next Step.


Add Positions

  1. Choose how to add positions:

  • Positions

  • Select from Template

If using Positions:

  1. Click Choose Positions for This Day and select positions.

  2. Click Next Step: Add Times.

If using a Template:

  1. Select Select from Template.

  2. Choose an Event Template.

  3. Click Next Step: Add Times.


Add Shifts

  1. Enter shift details.

  2. Click Add This Shift for [Position Name].

  3. Click Save and Continue.

  4. Repeat for each position.


Review and Create

  1. Click View Details to review the event.

  2. (Optional) Click Edit Position & Times to make changes.

  3. Click Create Event.


Note