How to Create an Event in the Calendar

How to Create an Event in the Calendar System

Accessing the Calendar

1. Log in to your members dashboard.
2. On the left-hand side menu, locate and click on the “Calendar” option (typically represented with a calendar icon)
3. The calendar will load up in monthly view by default, showing the current month

Navigating the Calendar

Switching Between Views

• In the upper portion of the calendar page, you’ll see view options
• Toggle between Monthly View (displays a traditional calendar layout) and Grid View (displays events in list format)
• Example: If you’re planning multiple events, Grid View might be more efficient for seeing all events at once

Viewing Existing Events

• Event Name and Time is displayed on the calendar
• Click on any existing event to view more details
• When you click on an event, a modal will appear showing:
  • Event name
  • Full description
  • Event time
  • Link to join the event
  • Option to add to your personal calendar (Google, Outlook, etc.)

Creating a New Event

Initial Steps

1. Click the blue button labeled “Add Event” in the top right corner of the screen
2. A new window will slide in from the right side of the screen
3. You’ll see a form with multiple fields to complete

Basic Event Information

1. Event Name: Enter a clear, descriptive title
2. Description: Provide comprehensive details about the event
   • Tip: Include any preparation materials or expectations for attendees
3. Date and Time Selection:
   • Start Date/Time: Click on the calendar icon to select a date, then set the time
   • End Date/Time: Select when the event concludes

Setting Up Recurring Events

If your event will repeat regularly:

1. Check the Recurring checkbox (located beneath the date/time fields)
2. A new set of options will appear
3. Select the frequency:
   • Daily: Event occurs every day
   • Weekly: Event occurs on the same day(s) each week
   • Monthly: Event occurs on the same date or pattern each month
   • Yearly: Event occurs on the same date(s) each year
4. Choose when the recurring events will end:
   • Never: Event will continue indefinitely
   • On: Select a specific end date
   • After: Specify number of occurrences
     • Example: A 6-week course that repeats exactly 6 times

Room and Access Settings

1. Room Selection:
   • Choose which room the event will be posted in from the dropdown menu
   • Note: You can only select rooms you have permission to post in
2. Event URL:
   • Enter the URL where participants can join the event
   • Tip: Test the link before adding it to ensure it works properly
3. Presenter:
   • Select the presenter or host from the dropdown menu
4. Subscription Settings:
   • Select which subscriptions will protect this event
   • Example: Select “Premium Members” if only users with premium subscriptions should see this event
   • Tip: You can select multiple subscription tiers if applicable

Finalizing and Publishing

1. Review all information for accuracy
2. Click the Create Event button (typically blue and located at the bottom of the form)
3. You’ll see a confirmation message that your event has been created

Managing Existing Events

After creating an event, you can:

1. Edit the Event:
   • Click on the event in the calendar
   • In the modal that appears, look for the “Edit” button (typically represented by a pencil icon)
   • Make your changes and save
     
2. Delete the Event:
   • Click on the event in the calendar
   • In the modal, locate the “Delete” option (typically represented by a trash can icon)
   • Confirm deletion when prompted
   • Note: For recurring events, you’ll be asked if you want to delete just this occurrence or all occurrences

Your event will now appear on the calendar and be visible to all applicable users based on your subscription settings. Attendees will receive notifications according to their personal notification preferences.