How to create an event type

This article explains what event types are used for and how to create a new event type record.

Event Types are use to categorize or sub-divide events in the system.  Here are some examples of event types:

  • Meeting
  • Conference
  • Class
  • Wedding
  • Fundraiser

When searching for events using Find Events, event types can be used to limit or filter the list of events displayed.  Event Types are also using in Analytics, allowing you to report answer questions like ‘How many weddings were held in Building 1?.’  

To add a new event type to the system go to Settings > Event Types.  A list of all of the Event Types in the system will be presented.  Press ‘Add Event Type’ to create a new record or select an event type from the list to edit an existing record.

Each time a new event is created in the system, you can specify the Event Type.  You can change the event type on an existing event by editing the event information.

 

This video demonstrates how to add an even type.

 

Add Event Types