How To Create An Event
Use the Event Wizard to create an event, collect availability, and schedule staff.
Create an Event
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From the left-side menu, click Events > Create Event.
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Enter the Event Name and Description, then click Next Step.
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(Optional) Enter GL Codes, then click Next Step.
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(Optional) Enter Type, then click Next Step.
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(Optional) Enter Genre, then click Next Step.
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Enter the Start Date and End Date, then click Next Step.
Configure Event Details
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(Optional) Update Day Names for multi-day events.
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Choose how to set the Location:
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All Days Are the Same, or
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Choose for Each Day
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Select a Location or create a new one, then click Next Step.
Add Positions
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Choose how to add positions:
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Positions
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Select from Template
If using Positions:
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Click Choose Positions for This Day and select positions.
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Click Next Step: Add Times.
If using a Template:
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Select Select from Template.
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Choose an Event Template.
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Click Next Step: Add Times.
Add Shifts
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Enter shift details.
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Click Add This Shift for [Position Name].
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Click Save and Continue.
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Repeat for each position.
Review and Create
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Click View Details to review the event.
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(Optional) Click Edit Position & Times to make changes.
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Click Create Event.
Note
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You can save this setup as a Template Here for future events.