If you have access as a Guest or registered user to schedule events online, you will see a link in the Main Menu titled Schedule Events (depending on your system's configuration, this link title may be different.) Upon submitting your event, the room reservation is automatically confirmed and your event may be viewable to other users.
Click Schedule Events in the Main Menu. The Event Information page will be displayed.
Note: Required fields are marked with a red asterisk.
Enter a name, attendance estimate, event type and privacy level for the event. There are three options in the Privacy Level drop down menu: Public, Semi-Private, and Private. Generally, public events may be viewed by everyone, including guests and non-registered users. Semi-Private and Private events are often only visible to privileged, registered users.
Choose a customer and then a contact person using the Customer and Contact drop down menus. If the customer and/or contact for whom you are scheduling the event are not listed in the drop down menus, their information may be added.
Click the New button next to the Customer field to display the New Customer Information pop-up.
Enter the new customer's information.
Note: Required fields are marked with a red asterisk.
Click Continue to add the new customer to the database.
Choose the customer for whom you'd like to add a new contact in the Customer drop down menu.
Click the New button next to the Contact field to display the New Contact Information pop-up.
Enter the new contact person's information.
Note: Required fields are marked with a red asterisk.
Click Continue to add the new contact person to the database.
Click Continue. The Add Meetings page displays.
Select a meeting pattern and create your event meetings. Three types of event meetings may be created:
Click Single Day Event on the Add Meetings page. The Single Day Event page will open.
Indicate the date of the event by
using the calendar tool
, or by typing the date in the Date
field in mm/dd/yyyy format. The date of the event must occur between the
earliest and latest event dates listed below the calendar tool to provide
the event approver with ample time to review your event request.
Enter the start and end time of the event, estimated attendance, and setup and tear down time (if necessary) and click Submit to create your meeting.
Click Recurring Event on the Add Meetings page. The Recurring Event page will open.
Indicate the dates of the recurring event
by using the calendar tool, or by typing the dates in the Beginning
Date and End Date fields
in mm/dd/yyyy format. The dates of the event must occur between the earliest
and latest event dates listed below the calendar tool to provide the event
approver with ample time to review your event request.
Enter the start and end time of the event, estimated attendance, and setup and tear down time (if necessary.)
Indicate the day(s) of the week and the occurrence pattern using the provided checkboxes and radio buttons and click Submit to create your recurring meetings.
Click Spanning Event on the Add Meetings page. The Spanning Event page will open.
Choose the dates of the spanning event
by using the calendar tool, or by typing the dates in the Beginning
Date and End Date fields
in mm/dd/yyyy format. The dates of the event must occur between the earliest
and latest event dates listed below the calendar tool to provide the event
approver with ample time to review your event request.
Enter the start and end time of the event, estimated attendance, and setup and tear down time (if necessary) and click Submit to create your spanning meetings.
Note: Events may be made up of many meetings of different types.
The meeting(s) created will be displayed in the upper portion of the Add Meetings page.
Click the Pick Rooms button to view and select available rooms. A list of all rooms will be displayed.
The list of rooms may be sorted and filtered to help you choose an appropriate room for your meeting(s). You may also view the details of a room by clicking the View button next to the room.
Rooms that are available for at least one
of the meetings you have created will be marked with the Available label
followed by the number of meetings for which the room
is available. Rooms that are unavailable for any of your meeting(s) will
be marked with the Conflict label 
or other labels indicating
a reason for the room's unavailability.
Choose a room that is available for at least one of your meetings by clicking the Select button next to the room. The Assign Room page will appear.
Assign this room to your meeting(s) by checking the box under the Assign column next to the meeting(s) or by clicking the Assign button. The building and room information will appear in Bldg and Room columns of the meeting to indicate the room assignment.
If the room is unavailable for a meeting, no checkbox will appear next to the room. Click the Select another room button to return to the room list and choose a different room to assign to the remaining meetings.
To remove a meeting's room assignment, simply uncheck the box next to the meeting or use one of the Unassign buttons. The unassigned meetings may then be reassigned after a different room has been chosen.
To remove a meeting, click the Delete button next to the meeting.
Once all meetings have room assignments, you may click the Submit Scheduled Event button to schedule your event. A summary of your scheduled event will appear.
