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Last Updated: 7/10/14

Events Wizard: What 

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The "What" tab is for setting up the basics for your event: give it a name and explain a little of what it's about. You also choose what type of event it is (is it a special event (standard), class, group, service, or ministry based event). You also must make someone owner of the event.

"What type of event is this..."

The default setting for this first option is "A special event."  This is a good choice for generic events.  However, if you would like to create an event based on an existing group/team/class/service, click on the radio button next to "One of these standard event types...". This will expand  the option to select from existing classes, groups, services, and ministries.  For example, let's say a certain small group is planning a cookout.  When you select the small group from the list, there are several settings that will be made for you automatically like when and where the group normally meets.  When you go to the Attending tab, you can, and in most cases should, set the criteria for eligibility to attend this event as those actively involved in this small group. Selecting a specific group is also important for filtering the calendar.  It will become even more important when calendars start showing up in Portal for small groups and ministry teams.

Use the Options button to collapse all or expand all events as necessary. When you have selected the type of event that you want, you are ready to move to the next step.

"What do you want to name this event..."

You can call your event whatever you like. We suggest that you try to make the name descriptive of the event so you will be able to easily find it on the calendar.

"How would you describe this event..."

We recommend that you provide some description of the event. Include things like the purpose and goals of the event.  Include any key highlights and cost.  This description will appear in all the publicity done in Portal, Mobile, and Website. 

"Who is the owner of this event..."

Each event must be assigned an owner. If you expand the drop down menu in this option, you will see a list of people. This list is populated by people that are marked as Event Owners on the People screen. To add someone to this list, find their record on the People screen, and check the "Event Owner" checkbox (found under the "Additional Information" tab if Database is viewed at a smaller width). The event Owner will receive notifications regarding room and resource requests that require approval.  The Owner will also receive email updates when people respond to an email invitation to attend an event or an email serving request to an event. 

Assign Filter Tags

You can assign tags to the event to be used for additional filtering on the calendar. Click on "Assign Filter Tags" to get a list of possible tags to assign.

NOTE: If you are a multi-site church, you may want to consider creating campus tags so that users can filter the calendar to only show events that are relevant to the campus they attend.

If you would like a tag that is not listed, click on "Edit Filter Tags" to add a new tag, rename a tag, or delete one.

 

When you have added your new tag, click close, check the box next to the filter, and click close again.

Please be wise and judicious with the use of tags.  Do NOT create tags for existing Small Groups, Ministry Teams, Classes, Services.   Instead you should select those as the Event Type.   If you create a lot of duplicate tags for things that  already exist, you will potentially make reporting unnecessarily complicated.  Tags are intended to offer additional options for displaying events on a calendar.  They are not for further categorizing your groups, ministries, services, and classes. 

Click Here for additional information on how Event "Tags" work with your Website calendar(s). 

 
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