Equip’s Calendar allows users to schedule and manage events with ease. Follow these steps to create and customize an event in Equip.
Adding an Event to Your Calendar
Easily create and customize events in Equip by following these steps.
1. Open the Calendar
Sign in to the Equip web or mobile app.
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
Title – Enter the event name (this will appear on the calendar).
Category – Choose a category (color-coded for organization).
Tags – Select relevant tags for filtering.
Date & Time – Pick the event date, start time, and end time.
Description – Add key details, instructions, or notes.
4. Set the Event Location (Optional)
Toggle “Add Location” if the event has a specific place.
Enter the location name, address, room number, city, state, and ZIP code if applicable.
5. Make It a Recurring Event (If Needed)
Toggle “Recurring Event” if the event repeats.
Select the recurrence frequency (daily, weekly, monthly).
Set an end date for the recurring event.
6. Enable Event Registration (If Needed)
Toggle “Allow User Registration” if participants need to sign up.
Set a maximum number of registrations if applicable.
Toggle “Allow Mentor Registration” to enable mentors to sign up.
Enter the number of mentors needed.
Assign a cancellation approver (optional).
Toggle “Notify Mentors” if they should receive an event notification.
Toggle “Allow Overbooking” to allow more mentors than the set limit.
7. Add Additional Event Features (Optional)
Toggle “Allow Check-Ins” to enable attendees to check in.
Toggle “Attach Routine” if a routine should be linked to the event.
Select an existing routine or create a new one.
Toggle “Request Assessment” if an assessment should be prompted after the event.
Choose an assessment type and assign a response receiver (mentor or administrator).
Toggle “Attach Files” to upload documents related to the event.
Select an Equip document or upload new files.
8. Add Registrants
Search for individual users or add a group to make the event visible on their calendar.
9. Schedule the Event
Click “Schedule Event” in the bottom right corner.
🎉 Your event is now live! It will appear on your calendar and the calendars of all assigned participants.