Scenario
As an admin or content owner, you want to create or edit a template for an event so that you can schedule it as many times as needed without repeatedly configuring the event details. In this process you set up event facilitators, enrollment specifications, location, and more.
Solution
Create or edit an Event Series (formerly called Event Type), following these steps:
Open the profile menu in the upper-right and select Add Event Series
Or, to edit an existing Event Series, access it, open the context menu (button with three dots), and select Edit.
The New event Series page opens.
Enter Event Series details, which can include:
the Title of the event (required)
an event Description, including any notes about pre-requisites
inviting cover art
Categories and Tags to help people discover the event
Optionally, turn on the Inline item option to make the Event Series visible only in tracks to which it is added.
Optionally, add facilitators who can update the Event Series going forward.
For more on this, see the Go deeper section below.Optionally, specify Enrollment Capacity and methods.
For more on this, see the Go deeper section below.
Add a Location if scheduled events of this type will always be in the same place
Give an expected Duration for the event.
Default duration is 1 hour.Optionally, add additional resources for the event, like office hour sessions or external links.
Publish the Event Series in the upper-right.
Or if you're editing an existing event, click Save or Save & Apply.The difference between Save and Save & Apply relates to how your changes update existing events derived from the Event Series. For more information, see Save options for events series.
You can now schedule events based on this Event Series.
Go deeper
Add Advanced Settings to the Event Series
When creating or editing an Event Series, there are several Advanced Settings you can configure, including:
Event Series v. scheduled events
You create Event Series as a template for individual, scheduled events. For instance, you might create an orientation Event Series as a piece of your standard onboarding. You then schedule this orientation event as an individual occurrence when needed, using the details you set up in the Event Series.
Each scheduled event then has its own timeslot(s) and enrollments, and you can update all the details given in the Event Series when scheduling an event based on it.
Event Series facilitators
Facilitators can update the Event Series and scheduled events based on this Event Series. The different facilitator roles are:
Organizer - receives event notifications and mentioned on notifications sent to attendees; the person creating the Event Series is organizer by default, but can be removed
Co-organizer(s) - responsible for event logistics and responds to attendees' questions
Presenter(s) - responsible for presenting at the event or facilitating it
Enrollment options
In the Enrollment Capacity pane, you can configure whether the event will be online/virtual, in person, or both. You can also set an enrollment cap for each enrollment method, allow for a waitlist (and give a waitlist cap) if enrollment reaches capacity, and prevent enrollments in multiple upcoming scheduled events based on the Event Series.
See more on how to manage event enrollments and attendance.