Create Event Slider- Elite

Understanding the Create Event Slider

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What you should know:

Events can be created from the Month, Grid, or Day calendars using the Create Event slider, where you can set options like automatic function creation and add new accounts if needed.

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Understanding the Create Event Slider

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Create

Choose whether you are creating an Event, Inquiry, or Blackout:

• Event: Blocks calendar space for external guests.
• Inquiry: Tracks leads without reserving space.
• Blackout: Blocks space for non-event use, like maintenance or installs.

Internal Event

Use this checkbox for non-revenue events with no external guests, such as staff meetings or trainings. Do not use it for internally produced events or programs.

Name

This is the Event Name. The Event Name will appear on the calendar, reporting, an all event documentation like contracts or invoices.

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Understanding the Create Event Slider

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Account

Add or create an account. If creating a new one, complete fields like lead source, market segment, and address.

Contact

Add or create a contact. If creating a new one, enter details such as name, email, and phone number.

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Understanding the Create Event Slider

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Event Tags

Allow you to assign properties or attributes to an event which are not handled by event types, genres, or business classifications.

Event Types

Required field used to categorize events for reporting, such as tracking performance by event type (e.g., comedy shows).

Business Classification

Required field that identifies the business nature of an event and is used to segment sales and financial reports.

Genre

Optional label set by a system admin to help with operations and reporting. Once configured, it can be added to any event.

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Understanding the Create Event Slider

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Event Visibility Options

When creating events, you can control who can see event details in Momentus Elite.

• Hide Event: Use this option to make an event private. Users without “View Hidden Event Details” permission will only see limited information such as the event’s date, time, booked spaces, event type, status, contract status, and creator.

• Show Name on Avails: This option controls how confirmed events appear on your avails. If toggled on, the event’s actual name will display instead of a generic label like “Confirmed Event.” However, if “Hide Event Details” is enabled, it will override this setting.

Task Templates

You can choose task templates to apply automatically when booking an event. If you use the same templates frequently, set them as defaults to save time and ensure consistency across events.

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Understanding the Create Event Slider

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Booking Details

Use the final section of the Create Event slider to adjust the details of the booking.

• Use the checkbox to determine if this is a prospect or not. A prospect is a preliminary booking status used before a tentative or hold. It indicates a possible event that has not yet reserved space on the calendar.

• Below the Prospect checkbox, you can choose to automatically create functions for each space booked during event creation.

• Use the buttons at the bottom of the slider to quickly add and edit the dates, rooms, times, usage, and status of the booking.