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Adding Events to the Calendar

Learn how to create events and configure event registration settings.

Written by Trent Kocurek

Equip’s Calendar allows users to schedule and manage events in one place. Event organizers can add event details, set registration options, attach related items, and choose who should see the event on their calendar.


Adding an Event to Your Calendar

  1. Open the Calendar
    Sign in to Equip and select Calendar from the left-hand navigation menu.

  2. Start creating an event
    Click Add Event in the top right corner.

  3. Enter basic event details
    Add the Title, Category, Tags, Date & Time, and Description.

  4. Set the event location
    Toggle Add Location if the event has a specific place, then enter the location details.

  5. Make it recurring if needed
    Toggle Recurring Event, choose the recurrence frequency, and set an end date.


Event Registration Options

Use Registration Settings to choose whether students/participants or team members can register themselves for the event.

  • Toggle Allow Student Registration or your account’s participant-term equivalent if participants should be able to register for the event.

  • Set the maximum number of participant registrations if needed.

  • Toggle Allow Team Member Registration if eligible team members should be able to register for the event.

  • Enter the number of Members Needed, or leave it unlimited if there is no team member limit.

  • Choose a Cancellation Approver if team members need approval before unregistering.

  • Toggle Notify Team Members if team members should receive a notification that the event is available.

  • Toggle Allow Team Member Overbooking if team members can continue registering after the members-needed count is reached.


Additional Event Features

  • Toggle Allow Check-Ins to enable attendance tracking.

  • Toggle Attach Routine if a routine should be linked to the event, then select an existing routine or create a new one.

  • Toggle Request Assessment if an assessment should be prompted after the event, then choose the assessment type and response receiver.

  • Toggle Attach Files to upload or select documents related to the event.


Add Registrants and Schedule

  1. Search for individual users or add a group to make the event visible on their calendar.

  2. Click Schedule Event in the bottom right corner.

The event will appear on your calendar and on the calendars of assigned registrants.


Related Articles

  • Team Member Event Registration

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