Page Comparison

Details (Occurrence)

Enter a description for the occurrence of the event. If there are multiple occurrences, you can enter a unique description for each one. 

For example, you might have one event with multiple different versions, each taking place in a different time zone, with a local host. If you have an office in five different locations (London, Paris, San Fransisco, New York, Sydney) you might have five different versions of an event running, each tailored slightly differently to each location.

Host

Select one of the following host types:

• Internal host: Somebody from within the company existing as This is a user from your organisation who exists on the company instance. If you selected an Internal host host type above, click the Add user(s) name here dropdown to search for a user on the company instance to host the eventplatform. To add an internal host, search for their name and select them from the Internal host dropdown.

  

• External host: Somebody from outside your organisationThis is someone who does not exist in your platform as a user. If you are adding an external host, you must enter their name, email address, and upload a photo of them.

  

Location

Enter the location of the event:

• If the event is a face-to-face class or workshop held in a physical location, you might enter the address or room where the event is taking place.
  

• If the event is an online class or workshop held in a virtual meeting room, such as Google Hangouts, Zoom, or Microsoft Teams, you might enter link to the online meeting.

  

Spaces

If necessary, enter the maximum number of people the event can hold. For example, if the event is happening at a physical location, there might be a limited number of seats available. Once the maximum number of spaces is taken, other users will be added to a waitlist. If an attendee withdraws from the event, a space will become available again, and a user from the waitlist can be added to the event.

Begins

Enter a start date and time:

• Click inside the date field to select a start date.

• Click inside the time field and then select or type a start time.
  

Ends

Enter an end date and time:

• Click inside the date field to select an end date.

• Click inside the time field and then select or type an end time.

  

Time zone

If necessary, click the dropdown to change the time zone of the event.

Training duration

If part of the event counts towards staff training, use the Hours and Minutes dropdown lists to specify the amount of time allocated for training.

Code

If necessary, enter an event code for reporting.

Applicant approval

Select one of the following options:

• Users do not require sign off: Users can register to join the occurrence without being approved.

• Sign off required: Users registering must be approved to join the event. Select one or more of the following approvers:

  • Event creator: The user who created the event must approve the applicant. The event creator can override applicant approvals from other user types.

  • Manager sign off: The user's manager must approve the applicant.

  • Specified user sign off: A specified user on the company instance must approve the applicant. To specify a user, click Add user(s) name here and type a user's name. If the user's name is not registered on the company instance, you can type the user's email address instead.

    

Duplicate this occurrence

Click Duplicate this occurrence to create a copy of the occurrence with identical configurations for all settings except Training duration.

Create another occurrence

Click Create another occurrence to create another occurrence from scratch.

For example, you might have one event with multiple different versions, each taking place in a different time zone, with a local host. If you have an office in five different locations (London, Paris, San Fransisco, New York, Sydney) you might have five different versions of an event running, each tailored slightly differently to each location.

Would you like to notify users about the upcoming event?

Select one of the following options:

• Yes: Users are sent a reminder about the upcoming event.

• No: Users are not sent a reminder about the upcoming event.

Who do you want to notify?

If you would like to notify users about the upcoming event, select one or more of the following user types:

• Attendees: Users marked as attending the event.

• Event creator: The user who created the event.

• Event host: The internal host designated in the Occurrence(s) section.

• Specified approver: The user selected for Applicant approval in the Occurrence(s) section.

When should users be notified before the event?

Select how long before the event starts users should be reminded about the event through the notifications icon.

Do you want to send an additional SMS notification?

Select one of the following options:

• Yes: Users receive an SMS reminder about the event.

• No: Users do not receive an SMS reminder about the event.

Hide attendees list

Click the toggle to make the attendees list invisible to users.

Enable pass & fail for this course

If you want users to be able to pass and fail the event, click the toggle to enable pass and fail.

Waitlist

If there are no more spaces remaining on the occurrence, users can join a waitlist until spaces become available. Spaces become available when other users withdraw or if the event creator or a manager adds more spaces.

The following options are available:

• Disabled: There is no waitlist. This option is selected by default.

• Automatic: Users who applied to attend the earliest are automatically added to the event when space becomes available.

• Manual: Waitlisted users must be manually added to the event.