Event Creation

Learn how to create and configure events in ABC Sales for your offline, in-person gatherings.

Creating a New Event

1. Navigate to Events from the main menu
2. Click Create New Event
3. Fill in the required event details

Event Configuration

Basic Information

• Event Name: Choose a clear, descriptive name for your event
• Event Type: Select single-day or multi-day event
• Date & Time: Set the start and end times for your event
• Location: Specify the venue address and details

Event Settings

• Registration Limits: Set maximum attendee capacity (optional)
• Check-in Options: Configure how attendees will check in
• Tags: Automatically tag checked-in attendees with attendee_[event_name]

Advanced Options

• Event Description: Add detailed information about your event
• Custom Fields: Capture additional information from attendees
• Notifications: Set up automated reminders for your team

Event Status Management

Events can have different statuses:

• Draft: Event is being configured and not yet published
• Active: Event is live and ready for invitations
• In Progress: Event is currently happening
• Completed: Event has ended and reporting is available

Best Practices

• Create events well in advance to allow time for invitation campaigns
• Test your check-in process before the actual event
• Use clear, branded event names for better attendee recognition
• Consider time zones when scheduling multi-location events

Next Steps

Once your event is created:

1. Set up attendee invitations
2. Configure QR code check-in
3. Monitor your event through the dashboard