Event is a defined item within the platform representing a scheduled occurrence with attributes including Event Name, Event Code, Time Zone, and Status.
Note: Only Administrators and Event builders are allowed to create an event in an account.
Steps to add an Event
- Before creating an event, ensure that you are logged into the correct account.
- The account name can be found on the account or organization icon on the upper left side.
- Once the account name is confirmed, the Add a New Event button can be found on the interface.
- Click Add a New Event to start the process.
- You will be given the option to Go to a Template Browser or Don't Use a Template - Start from Scratch.
- Discuss with your team which option is best for the event to be created.
- If the Don't Use a Template - Start from Scratch is selected, it is required to add new event information.
- The common required information would be Event Name, Event Code, Time Zone, and Status.
- Important: It is not recommended to change the Event Code once the event information is saved and if files and images are already uploaded.
- This is used as a directory to store the files, changing this would affect the path and corrupt the uploaded files/images.
- After all the information has been added, the event can now be saved.
- For more information about event creation, checkout our tutorial video: Create a new event