Calendar
Create events, manage registration and check-ins, and keep your calendars connected.
By Trent and 1 other2 authors16 articles
- Introduction to the CalendarHow the account calendar and individual calendars work, which events each role sees, how the Calendar permission level and scope of support apply, and how to filter and switch views.
- Registering participants and team members for eventsWhich events appear under Register in the mobile app, how to sign up for one date or a series, capacity and late registration rules, and how to cancel or request…
- Understanding event reminder timing and recipientsEvent reminders are push notifications sent to registrants at the time set on the event; how to add or change them on the web and in the app, and why…
- Create, edit or delete a recurring eventSet an event to repeat daily, weekly, bi-weekly or monthly until a date, then edit or delete one occurrence or this and all future occurrences, and what each choice keeps.
- Show team availability on the calendarUse Show Availability, Available Team Members and Availability Only in the calendar filters to see when team members with office hours are free.
- Choosing between calendar syncing and calendar subscriptionsChoose between pushing Equip events into a connected Google or Microsoft calendar and subscribing to a read-only Equip feed in Outlook, Google or Apple Calendar.
- Create and view events in the mobile appHow participants and team members view their Schedule, open event details, create personal events with reminders and repeats, and what can only be done on the web.
- Export or print the calendarDownload the events in view as an Excel spreadsheet with one row per registrant, including check-in and check-out times, or print a weekly schedule from your browser.
- Add an event to the calendarCreate an event on the web calendar, set its time, location, reminders, registration, attendance tracking and data collection, and add registrants.
- Add a routine to the calendarSchedule a routine as a calendar event so assigned people see its tasks and get reminders, and know when to use event data collection instead.
- Let team members register for an eventTurn on Allow Team Member Registration, set Members Needed, overbooking, a Cancellation Approver and notifications, and see how team members sign up and drop out.
- Track attendance with check-ins and check-outsTurn on Allow Check Ins and Allow Check Outs, when the buttons appear in the mobile app, how staff check people in on the web, and how to correct or…
- Import events from a spreadsheetBulk-create events from an .xlsx file, including recurring events, locations and registrants, with the accepted columns, formats and validation messages.
- Request a form or assessment after an eventTurn on Request Form or Request Assessment on an event so registrants in chosen roles get a task and email five minutes after it ends, with one reminder a day…
- Subscribe to an Equip calendar in Outlook, Google or Apple CalendarGenerate a person's private calendar feed, add it to Outlook, Google Calendar or Apple Calendar, understand refresh delays, and regenerate the link if it is shared.
- Sync a person's events to their Google or Microsoft calendarTurn on Enable Event Syncing for a Google or Microsoft SSO user so their registered Equip events are created, updated and removed in their connected calendar.