Article

    Creating & Scheduling an Event

    2 min read
    Last updated 1 week ago

    1. From Events, click on New Event.

    57.png

    2. Type Event title

    58.png

    3. Choose Event date and time

    59.png

    4. Select Cycle

    60.png

    5. Select Attached Goal

    61.png

    6. Select which Admin(s) are planning this Event.

    62.png

    7. Select Location (Virtual or In-Person)

    63.png 
    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

    64.png

    9. Click on Organizer

    65.png

    10. Click on Calendar

    66.png

    11. Click on Add Invitees

    67.png

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

    68.png

    13. Click on Add Invitees

    69.png

    14. Click on Save as Draft.

    70.png

    15. Click on Submit for Approval.

    71.png

    16. Click on Approvers and type in text field.

    72.png

    17. Click on Send.

    73.png

    FAQs

    Q: How do I send an event to all groups under my team?

    A: If you have multiple ERGs on your team and want to invite all of their members to one event, you don't need to add people one by one. When creating the event, add each of the relevant ERGs as co-hosts on the event. Then, on the invite screen, click "Add Invitees" and choose "Select All" — this will invite every member across all the co-hosting ERGs at once.