To setup an Event in the CRM, click Events in your tool bar. Click Admin Solutions Fig.1.
Existing events will be displayed; active events are coloured as per your button colour, inactive are gold. Click Archived to view any archived events. Events should only be archived if cancelled or raised in error. Completed events should be marked inactive so data is present but uneditable.
Overview tab displays on opening Fig.3.
Upon saving, additional fields and tabs appear Fig.7; some need to be completed to finalise the setup of the event. To enable users to set appointments, the venue and sessions must be set in the system - see Dates tab below.
Venue dates and session times must be added for users to appointment businesses to that event. The venue must be a business within the CRM. See Adding New Contacts/Businesses for details on how to.
Click the green + to open a pop-up Fig.9 (1).
Repeat for as many venues and/or dates as applicable. If you select the same venue, the sessions will pre-fill with the times previously listed. Venues will be listed and can be edited or archived by clicking on the green pencil icon.
See the next page for the following tabs