Add Event Steps:
The first step in adding an event to the calendar is locating the calendar on the left-hand toolbar. To do this, select “Calendar” in the navigation menu.
2. To get started, click on the “Add Event” button in the top right. Here, you will be able to add information about your event and invite users to add the event to their calendar.
3. Title your event. This is how the event will display on the calendar.
4. Choose a category for your event from the dropdown menu. These will be color-coordinated on the calendar. Learn more about categories here: (INSERT LINK ABOUT CATEGORIES)
5. Select tags for your event from the dropdown menu. Learn more about tags here: (INSERT LINK ABOUT TAGS)
6. Select the date for your event.
7. Enter the start time for your event.
8. Enter the end time for your event.
9. Add a description of your event.
10. Enter the name of the location of your event.
11. Add the physical address of your event.
12. Add the room number of the event location, such as a classroom.
13. Add the city of the location of your event.
14. Select the state of the location of your event from the dropdown menu.
15. Add the zip code of the location of your event.
16. Toggle “Recurring Event” if you would like the event to be repeated.
17. If the event is recurring, select the frequency at which it should occur (daily, weekly, monthly).
18. If the event is recurring, enter the date the event should repeat until.
19. Toggle “Allow Student Registration” if you would like students to register for the event.
20. If student registration is required, set the maximum number of student registrations.
21. Toggle “Allow Mentor Registration” if you would like mentors to register for the event.
22. If mentor registration is required, enter the number of mentors needed for the event.
23. If mentor registration is required, select the cancellation approver from the dropdown menu, or leave it blank if cancellation approval is not needed.
24. Toggle “Notify Mentors” if you would like mentors to receive a notification of the event.
25. Toggle “Allow Mentor Overbooking” to allow for unlimited mentor event registration, even if it exceeds the maximum number of mentors needed.
26. Toggle “Allow Check-Ins” to allow for attendees to check-in at the event upon arrival.
27. Toggle “Attach Routine” to connect a routine to your event.
28. If routine is attached to the event, select an already created routine (LINK ROUTINE HOW TO) or create a new routine by listing tasks in the box.
29. Toggle “Request Assessment” to prompt an assessment to attendees at the conclusion of the event. This Assessment is linked to the student profile and is received by a response receiver.
30. If assessments are requested, choose an assessment from the drop down menu. (LINK HOW TO CREATE ASSESSMENT)
31. If assessments are requested, select a mentor or administrator from the “Response Receiver” dropdown menu to collect responses.
32. Toggle “Attach Files to Event” if you would like files to be visible within the event description. These files may be easily accessed when users select an event on their calendar.
33. If files are to be attached, select an Equip document from the dropdown menu (LINK HOW TO DOCS) or drag and drop new files within the box.
34. Search for registrants to allow for the event to be visible on their calendar. Users may be added individually or through groups.
35. Finally, select the “Schedule Event” button in the bottom right corner of the screen.
36. Congratulations! You have successfully created a calendar event. Your event will now be visible on your calendar and the calendars of the users the event was shared with.
