An Event is used for grouping and managing Shifts, allowing all assigned shifts to automatically inherit the core rules and settings for a faster and more consistent setup.
See the following instructions to create an Event:
Click Events > Events.
Click the Create button. The Create Event screen appears.
Enter the following information:
Name: The name of the Event. This field is required.
Description: A customised description of the Event. This field is required.
Type: Defines the Event Type and how it is displayed in the User Portal. This field is required. See the Creating an Event Type article for more information.
Timezone: The timezone of where the Event will occur. This field is required.
Is Ongoing: Check this box if the Event does not have a specific start and end date. If selected, the Start Date/Time and End Date/Time fields are hidden.
Start Date/Time: The start date of the Event and when it is visible in the User Portal. This field is required.
End Date/Time: The end date of the Event and when it is to be removed from the User Portal.
Is Virtual: Check this box for events that are intended to be run completely online. If selected, the Venue and Use Custom Address fields are hidden.
Venue: Select a Venue for the Event. See the Creating a Venue article for more information.
Use Custom Address: Check this box to enter a custom address for the Event. Use the Address Lookup to automatically prefill address details and link the address to Google Maps. You can drag the map pin to refine the precise location.
Event Tags: Can be used as filters when searching for Events in the User Portal.
Sort Order: The numeric order in which the Event appears in your Event list. Lower numbers appear at the top.
Click the Publish Event button to make the Event visible in the User Portal immediately, or click the Save button to save the Event as a draft without making it visible to users.
If you Publish the Event, the following options appear:
If you Save the Event, the following options appear:
