Basic Events

Do you have an incredible event coming up? Wouldn't it be great if you could give your contacts a way to easily add your events to their calendars? With this Simplero feature, Basic Events, you can! Read on to see how simple it is.

Create a New Event

First Click on Events from the Content dropdown. 

Click on the Create a basic event button in the top right corner.  

You will be directed to the events settings where you can set all the details of your event in several sections:

Basic info

You can fill in the Basic information about what is the event about and when it will take place:

Recurrence settings

Under this section, you can choose between a one-time or a recurring event:

If you click on ‘Recurring’, you will see all the occurrence options underneath:

1. When do you want this event to repeat:

• Daily

• Weekly (fe: on Tuesdays and Thursdays)

• Monthly

  • At a specific time of the month (fe: the third of every month)

    
    

  • On a specific day of the week (fe: every Tuesday of the second week of the month)

    

2. When the Event will Stop recurring

• After a specific number of occurrences (fe: 2 repetitions)

  
  

• On a specific date (fe: Jan, 1st 2023)

  

Tip! When using links to your recurring events note that the link you can copy to your clipboard on the top right header will always take you to the next upcoming event occurrence.

If you would rather link to one of the specific occurrences pages you can copy the link from the Upcoming events section:

Registrations settings

Under this section you can require your customer to register for your event, and choose how to manage their approval :

This will be the event page when no registration is required:

If you choose automatic registration, the Register button will now be visible on the Event page for your members to register for the event:

They’ll see the confirmation right away and the option to cancel the registration if they change their mind or cannot make it:

The participant will now show as Approved on your dashboard where you can also cancel the registration manually if needed:

If you choose manual registration, the participant will see their registration as Pending as soon as they Register for the event:

The participant will now show under the participant tab with the options to approve or deny registration:

Once you require registration for your event (either Automatic or Manual approval) a new section will appear, which will allow you to send a calendar invite to your event registrant by toggling this option On :

NOTE! If you select Automatic Approval or Manual Approval under the Registration section, the system will generate login information for them when they register and email it to them:

If they already have login details, we will remind them they need to log in with those details to see their registration status and access the event details:

The same goes for Zoom events.

Why do we require login info? We generate login information for event registrants so they can reschedule or cancel their spot if needed, and so we can show them the location of the event only after they sign up.

Details

From this section you can add the description of your event and include a cover photo or video:

Location

Under this section, you can share the details of the event location (if it is a physical event, in person) or share the link to the virtual meeting (online):

Use TBD (to be defined) if you don't have the event location confirmed yet. You can edit it at a later time :)

Triggers

Under this section, you can add triggers based on registration settings to the event:

Manage your Basic Event

You can update the details of an event at any time on the Event admin page:

There are several options displayed in the top right corner :

• Send broadcast: You can create a New Broadcast which will be sent to the Approved participants of the event

• Copy Link: You can copy from here the link to share with your contacts

• View Event page: Link to the page that contains the event info and the option to add the event to different calendars.

• Edit event: You can access from here to the event settings

• Additional options: From where you can either duplicate or Delete your event

Pro Tip: Be sure to check out our Mastering Events in Simplero Workshop where our Experts do a deep-dive into setting up events in Simplero!

Note: When adding events on the admin dashboard, they are not automatically added to your Google calendar. You would need to register for them if you want to add them

Time Allocation report

Click on the meatballs menu at the top right corner to see a time allocation report showing all admins available and current upcoming booked times.