There are two ways to create a new event.

• In the Events Module, click the "Add New Event" button in the upper right corner. or
• In the header bar, click the  button and select "Add Event".
   

  

Both options will open the New Event Wizard.

 

In step 1, you will select whether you are creating a new event, or create from an existing event.

 

Creating a New Event

To create a new event, select the Create New option and click Next.

 

 

The wizard will advance to the "Event" step.

• Give your event a name. (REQUIRED)
• Enter a description of your event. (OPTIONAL)
• Click next

 

 

The wizard will advance to the "Date & Time" step.

• Enter a date and time for the event by clicking on the calendar icons. (REQUIRED)
  • If it is an all day event, select the "All day" option.
• You can add additional details in the Time/Hours Description. (OPTIONAL)
• Click Next.

 

 

The wizard will advance to the "Location" step.

• Add the location name. (OPTIONAL BUT RECOMMENDED)
  • If you have previously used this location in an event, a drop-down selector will allow you to choose a previously entered location, and will auto-fill all the previously entered fields for address, phone, etc.
  • If this is a new location, enter the rest of the location information as needed/able.
• Enter a Location Description. (OPTIONAL)
• Click Next.

 

 

The wizard will advance to the "Contact" step.

• Enter the name of the contact for this event. (OPTIONAL BUT RECOMMENDED)
  • If the contact is already in the database, the system will display a drop-down selector for you to choose the correct contact. Email addresses and phone numbers will be attached if they exist in the contact record. (THE CONTACT AND ORG ARE ALREADY POPULATED IN V1; THE ORG DOES NOT AUTOFILL IF THE CONTACT IS SELECTED, AND THE ORG DOES NOT UPDATE IF THE CONTACT IS CHANGED. FUN ++ IS AWARE.)
  • If this is a new contact, enter their name, email, and organization.
• In the Additional Contact details, you may add additional contact information (hours of availability, expected response times, etc.). (OPTIONAL)
• Click Next.

 

 

The wizard will advance to the "More Options" step.

• Using the dropdowns, select the following:
  • Any applicable categories (OPTIONAL, but helpful for searching)
  • Calendar or calendars the event should appear on (THIS USES THE DEFAULT CALENDAR SET IN GLOBAL EVENT SETTINGS IN V1. FUN ++ IS AWARE.)
• Published Status (REQUIRED)
  • When entering an event via the back office, the Published Status will always be Approved unless otherwise selected.
• Publish Date (OPTIONAL)
  • Click the calendar icon to select the date you wish the event to begin displaying on the calendar. (THIS IS POPULATED BY DEFAULT WITH THE CURRENT DATE IN V1 FUN ++ IS AWARE.)
• Options
  • You may enable registration if this is a free event and you do not need to set up any additional registration types.
  • If you have the Expo module, you will be able to enable sessions and/or exhibitors for the event.
  • If you have a Zoom or GoToWebinar integration, you will be able to enable the event to sync with your integration.

Click Done to complete the wizard.
 

 

Copy An Existing Event

To copy an existing event, select the Create from Existing option and click Next.

 

 

The wizard will advance to the "Import" step.

• Type the name of the event you wish to copy. Past events will display in a dropdown selector with their dates to allow for easier selection.

 

 

• Select from the following Options:
  • Attendees: Selecting this will copy the registered attendees from the previous event to the new event. THIS WILL NOT CREATE INVOICES OR BILLING. If Invoicing or billing for the event attendees is required, they will have to be manually registered either via the back off ice by staff or by registering themselves via the online event registration page. 
  • Attendee Setup: Selecting this will copy all previous attendee registration types, custom fields and registration discounts. In the case of discounts, dates MAY BE REQUIRED (for Early Registration Discount types).
  • Exhibitors: Selecting this will copy the registered exhibitors from the previous event to the new event. THIS WILL NOT CREATE INVOICES OR BILLING. If Invoicing or billing for the event exhibitors is required, exhibitors will have to be manually registered either via the back off ice by staff or by registering themselves via the online event registration page.
  • Exhibitor Setup:  Selecting this will copy all previous exhibitor registration types, custom fields and registration discounts. In the case of discounts, dates MAY BE REQUIRED (for Early Registration Discount types).
  • Files: any files associated to the previous event will be copied into the new event
  • Tasks: any tasks associated to the previous event will be copied into the new event.

 

 

The wizard will advance to the Event step.

• Edit the event name if needed. (REQUIRED)
• Enter a description of your event. (OPTIONAL)
• Click next

 

 

The wizard will advance to the "Date & Time" step.

• Enter a date and time for the event by clicking on the calendar icons. (REQUIRED)
  • If it is an all day event, select the "All day" option.
• You can add additional details in the Time/Hours Description. (OPTIONAL)
• Click Next.

 

 

The wizard will advance to the "Location" step.

• Edit the location if needed; the wizard will use the previous location of the event by default. (OPTIONAL BUT RECOMMENDED)
  • If you have previously used this location in an event, a drop-down selector will allow you to choose a previously entered location, and will auto-fill all the previously entered fields for address, phone, etc.
  • If this is a new location, enter the rest of the location information as needed/able.
• Enter a Location Description. (OPTIONAL)
• Click Next.

 

 

The wizard will advance to the "Contact" step.

• The wizard will display the contact information for the previous event by default; edit the contact listed if needed. (OPTIONAL)
  • If the contact is already in the database, the system will display a drop-down selector for you to choose the correct contact. Email addresses and phone numbers will be attached if they exist in the contact record. 
  • If this is a new contact, enter their name, email, and organization.
• In the Additional Contact details, you may add additional contact information (hours of availability, expected response times, etc.). (OPTIONAL)
• Click Next.

 

 

The wizard will advance to the "More Options" step.

• Using the dropdowns, select the following:
  • Any applicable categories (OPTIONAL, but helpful for searching)
  • Calendar or calendars the event should appear on (THIS USES THE DEFAULT CALENDAR SET IN GLOBAL EVENT SETTINGS IN V1. FUN ++ IS AWARE.)
• Published Status (REQUIRED)
  • When entering an event via the back office, the Published Status will always be Approved unless otherwise selected.
• Publish Date (OPTIONAL)
  • Click the calendar icon to select the date you wish the event to begin displaying on the calendar. (THIS IS POPULATED BY DEFAULT WITH THE CURRENT DATE IN V1 FUN ++ IS AWARE.)
• Options
  • Enable Registration will be enabled if you chose to copy Attendee Setup. If you did not copy Attendee Setup, you may enable registration if this is a free event and you do not need to set up any additional registration types.
  • Event Has Sessions will be enabled if the previous event had sessions. Please note that sessions do not copy due to database logistics with times/dates; you will need to set up new timeslots/sessions for the copied event. If you have the Expo module and your previous event did not include sessions or exhibitors, you will be able to enable sessions and/or exhibitors for the event.
  • If you have a Zoom or GoToWebinar integration, you will be able to enable the event to sync with your integration.

Click Done to complete the wizard.