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 type, following these steps:

  1. Open the profile menu in the upper-right and select Add Event Type.
    Or, to edit an existing event type, access it, open the context menu (button with three dots), and select Edit.


    The New event type page opens.

  2. Enter event type 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

  3. Optionally, add facilitators who can update the event type going forward.
    For more on this, see the Go deeper section below.

  4. Optionally, specify Enrollment Capacity and methods.

    For more on this, see the Go deeper section below.

  5. Add a Location if scheduled events of this type will always be in the same place

  6. Give an expected Duration for the event.
    Default duration is 1 hour.

  7. Optionally, add additional resources for the event, like office hour sessions or external links.

  8. Publish the event type in the upper-right.
    The event type is discoverable in the Catalog.

You can now schedule events based on this event type.

Go deeper

Add Advanced Settings to the event type

When creating or editing an event type, there are several Advanced Settings you can configure, including:

Event types v. scheduled events

You create event types as a template for individual, scheduled events. For instance, you might create an orientation event type 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 type.

Each scheduled event then has its own timeslot(s) and enrollments, and you can update all the details given in the event type when scheduling an event based on it.

Event type facilitators

Facilitators can update the event type and scheduled events based on this event type. The different facilitator roles are:

  • Organizer - receives event notifications and mentioned on notifications sent to attendees; the person creating the event type 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 type.

See more on how to manage event enrollments and attendance.

See also

Did this answer your question?