Creating an event

Each event needs to have its own service and resource. The Service is used to set the number of participant, the costs and duration. The resource is used to set the schedule.

For example if your business offers the following events with the following once off schedules each event would have its own Service and own Resource linked to the Service.

Event Event Schedule Number of participants Duration
Career Expo

Monday October 31 2016

8:00am

 

2000 8 hours
Free Consultation at Internet Conference

Tuesday 8th November 2016

9:00am - 12:00pm

 

1 15 minutes
Starting a new business workshop

Thursday 1st December 2016

8:00am

 

30 60 minutes


Create a Service for the event

  1. Select Configuration > Services
  2. Add a new service for the Event. EG "Starting a new business workshop"
  3. Set the event duration EG 60 minutes
  4. Make it a group session by setting Group Booking to Yes
  5. Set the maximum number of participants for the event EG 30
  6. Save the Service

 

Create a resource for the event schedule

  1. Select Configuration > Resources
  2. Go to the bottom of the page and select Add a new Resource. As this will be the resource for the Event name it similar to the service name EG Starting a new business workshop Schedule
  3. As the Event will only occur on a specific day select Flexible for the Schedule, the schedule will be added later 
  4. Link the resource to the Starting a new business workshop service
  5. Save the Resource

 

Add the Schedule for the event

  1. Select Tools > Add Once-off Schedule
  2. Select the Date of the event
  3. Select the Resource EG Starting a new business workshop Schedule
  4. Select the Service EG Starting a new business workshop
  5. Select the Start time
  6. Save

 

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