To create
an event, start by logging into the admin portal and navigate to the PROGRAMS section,
then EVENTS, and click on the +Create Event button at
the top left corner of the page.
PROGRAMS > EVENTS > +Create Event
A new
pop-up window opens. Fill in the needed details and click on SAVE to
create the event. Here is a description of the various fields in the Create
Event window.
⇒ Event
Name – We recommend using an event name that will clearly
describe the event and distinguish it from other events that might be similar,
as you may end up with a long list of events.
This will help avoid any confusion on which event a participant is signing
up for and also improves communication when sending event notifications.
⇒ Eligible
Locations – If you have more than one physical location, you can limit eligibility
to participants located at one or more of your physical locations. Those
participants associated with the corresponding eligible location of the company
will be allowed to register for the event.
⇒ Event
Date – The date when the event will take place.
⇒ Event
Time Zone – The admin can choose from the Time Zone
options and selects the one that corresponds to the location where the event
will take place. When the appropriate Time Zone option is selected, the time
will be displayed in the user account based on the chosen Time Zone.
⇒ Event
Points – If there are no points to be awarded for participating in
this particular event, click on NO. If reward points will be awarded, click YES
and fill in the number of points in the box that appears.
⇒ Event
Location – List the specific location where the event will be
held. Examples are an off-site address
or a specific conference room within the office building.
⇒ Recurring
– If the event will be recurring, you can enable the
check-box and enter the required details regarding the interval/frequency,
start/end date, etc. If the event is not reoccurring, do not check the box.
⇒ Enable
Check-In – If you elect to award points for the event, you can
automate the process of awarding those points by having participants “check-in”
when they attend the event. If you check
YES to the question “Would you like to enable check-in?” a check-in code will
be generated when the event is created. At
the time the event is held, the admin would provide the check-in code to the
participants who are present. The
participants will open the event in the platform, click the Check-In button,
and enter the check-in code. When they
do this, the points will automatically be awarded to the participant.
⇒ Description
– Provide details about the event in the DESCRIPTION section.
⇒ Time
Slots – Create time slots for the event and list the person’s name
who will be leading the event, the start and end time, the maximum number of
registrations, and any additional notes if needed. You can add multiple timeslots
if the event will be held more than once on a given day.
After
all these fields have been completed, click on SAVE. It will now appear on the EVENTS
page.