Calendars - How to Create and Manage Events
Creating and Managing Calendars in the App
Objective
This SOP outlines the steps to create, customize, and manage multiple calendars within the app, ensuring team members can efficiently organize events and notifications.
VIDEO TUTORIAL: https://loom.com/share/59f09a72ba60478aabe259a1daac84c2
Key Steps:
Step 1: Access Manage Calendars 0:10
Open the app and navigate to the 'Manage Calendars' section.
Review existing calendars to understand what is already available.
Step 2: Create a New Calendar 0:45
Click on 'Create Calendar'.
Enter a title for the new calendar (e.g., 'Spring Schedule').
Click 'Submit' to save the new calendar.
Step 3: Customize Calendar Settings 1:07
Select the newly created calendar to customize.
Go to 'Event Config' to set notification times (e.g., change to 30 minutes before an event starts).
Add or modify audiences and locations as needed.
Step 4: Allow Event Submissions 2:33
Enable user submissions for events by clicking 'Yes'.
Enter an email for approval notifications.
Users will submit events which will require admin approval.
Step 5: Import External Calendars 3:36
Click on 'Import Calendar'.
Choose a calendar type (Google, iCal, WordPress).
Enter the appropriate URL and select default location and audience.
Step 6: Set Up Remote Management 4:27
Assign a staff member to manage a specific calendar.
Copy the management link and send it to the assigned staff member.
Step 7: Create Events 8:02
Select the calendar (e.g., 'Summer Schedule').
Click 'Create Event'.
Fill in event details including title, description, date, time, and location.
Step 8: Utilize Event Features 10:06
Set events as recurring if applicable.
Add images, costs, and RSVP options as needed.
Step 9: Manage RSVPs 22:11
View RSVPs for events to track attendance.
Allow users to RSVP and manage their responses.
Step 10: Generate Flyers and Notifications 19:28
Create flyers for events using uploaded images or generated content.
Schedule push notifications for event reminders.
Step 11: Archive and Edit Events 27:06
After events conclude, they will move to the archived view.
Edit or duplicate events as necessary.
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