HUB - How to Create an Event (HUB CHAMPION)
HD

Harcourts Digital

Created Jul 02, 2024

HUB - How to Create an Event (HUB CHAMPION)

31
    h

Harcourts - Home Page

29 Steps
1

Click on 'Application' button

Click on 'Application' button
2

Click on Events & Training

Click on Events & Training
3

Click on Create event

If this button does not appear it means you are not a Hub Champion. Please contact your Business Owner or Helpdesk to gain the correct access.

Click on  Create event
4

Type in Event Name

Type in Event Name
5

Select "My Office"

THIS PART IS VERY IMPORTANT. EVENT WILL NOT SHOW UP IF 'MY OFFICE' IS NOT SELECTED

Select "My Office"
6

Type in any tags

The event will come up in search results if any of these tags are searched

Type in any tags
7

Enter your name or who the Event Organiser will be

Enter your name or who the Event Organiser will be
8

Upload an Image

Upload an Image
9

Click on Crop image

Click on Crop image
10

Select Start & End times for you Event

Select Start & End times for you Event
11

Alternatively select as "Full Day"

Alternatively select as "Full Day"
12

If you would like to make these Events recurring select "Repeat"

For eg. for Weekly Sales Meetings

If you would like to make these Events recurring select "Repeat"
13

Select Timezone

Select Timezone
14

Check This Box if it will be a Webinar/Online event

This will remove the location details & add a section in to populate Video call details etc

Check This Box if it will be a Webinar/Online event
15

Fill out Event Details

Fill out Event Details
16

Fill out Webinar / Online joining details

eg. Zoom link

Fill out Webinar / Online joining details
17

Uncheck 'This is a Webinar/Online event' if event will be at a location

Uncheck 'This is a Webinar/Online event' if event will be at a location
18

Then add in Location

Then add in Location
19

Check box if you want the event to be marked as Training Event and recorded in user's training record

Check box if you want the event to be marked as Training Event and recorded in user's training record
20

Enter the total capacity if the event is limited

Enter the total capacity if the event is limited
21

Under Permissions, firstly search for yourself & anyone else in your team that will need access to managing this event

Under Permissions, firstly search for yourself & anyone else in your team that will need access to managing this event
22

Once selected Click on the User name

Once selected Click on the User name
23

Check ALL boxes to ensure you have access to manage the event

Check ALL boxes to ensure you have access to manage the event
24

Search your office or certain people from your office to allocate the event to your office

Search your office or certain people from your office to allocate the event to your office
25

Click on your Office (or user names from your office if not inviting the whole team)

Click on your Office (or user names from your office if not inviting the whole team)
26

Once selected, click on the Office or User name to allow them to View & Join the veent

Once selected, click on the Office or User name to allow them to View & Join the veent
27

Check View & Join - this will allow all team members from your Office to view & RSVP to the event

Check View & Join - this will allow all team members from your Office to view & RSVP to the event
28

Select Live

Select Live
29

Click on Submit

Click on Submit
Well done!
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