How to Create an Event

To create an event, click the "+ Add New Event" button. This will then open a pop-up window with all the possible options available to create the event

 

Fill out the information for each field. Please note the "Required fields" are:

• Venue
• Event status
• Event category
• Event name
• Event days
• Event duration (Arrival + departure)

All other fields are optional - but great for tracking and reporting.

Once you have filled out the information for the event, you can then press the "Add event" button at the bottom of the box. This will then close the box and create the event in the view you are in, which you will be able to see in the calendar and list view.

Click on the event and you will now be "In" the event, where you will land on the events dashboard (Image below):

Where can you see your events

There are two places in Hostology you can currently see your list of events and some of the details and information that go with them. These are:

• The Calendar View

• The Event List view

Editing and deleting

It is always possible to Edit & Delete an event once you have created it. To Edit an event, you have two options:

• From the Event list view, you can select the 3 dots at the end of the menu and select "Edit" which will open the same menu as before to change any details for the event you have created.

• Or, you can go into the event. Then, on the left hand navigation bar select 'Event Overview' then 'Event Details'. This will take you to the event details section, where you can then update and edit details for the event: 

To delete an event, go to the event list view, select the 3 dots and then choose the delete option. This will completely remove the event from Hostology, it will also delete the event from any supplier, host or guest accounts linked to the event. You will not be able to recover a deleted event it will be completely removed from the database, so if you want to keep the information on the event (say you have added customer details etc), you can instead change the status of the event to "Cancelled" or "Closed Lost" and it will remain on Hostology for reference only.

The Event dashboard 

Now that you have created your event and clicked in it you land on a new page, with a different left hand menu too. The event name should appear at the top of the page. This is what we call the "Event Dashboard" which you can also see is a new option on the side menu.

The planning options are now specific to the event, so if you change any details here, it will only be for this event.

To navigate the event use the left hand side menu. There are also different tabs, for exampled in  the food and drink section - where you can choose between each day at the top of the screen.