Article

    Creating & Scheduling an Event

    2 min read
    Last updated 5 hours ago

    1. From Events, click on New Event.

    Click on New Event

    2. Type Event title

    Type Event title

    3. Choose Event date and time

    Choose Event date and time

    4. Select Cycle

    Select Cycle

    5. Select Attached Goal

    Select Attached Goal

    6. Select Which Admin(s) are planning this Event?

    Select Which Admin(s) are planning this Event?

    7. Select Location (Virtual or In-Person)

    Select Location (Virtual or In-Person)
    ℹ️ For Virtual Events, ensure that the video system has been integrated. If so, select from the dropdown which system you will use, and Chezie will generate a meeting link.
    

    8. Type Event Description

    Type Event Description

    9. Click on Organizer

    Click on Organizer

    10. Click on Calendar

    Click on Calendar

    11. Click on Add Invitees

    Click on Add Invitees

    12. Select Invitees (Select All for complete member list)

    Select Invitees (Select All for complete member list)

    13. Click on Add Invitees

    Click on Add Invitees

    14. Click on Save as Draft.

    Click on Save as Draft

    15. Click on Submit for Approval.

    Click on Submit for Approval

    16. Click on Approvers and type in text field.

    Step 16

    17. Click on Send.

    Click on Send