Folder

Important: Create a folder for event templates and events. Folders are critical! Events will be publicized based on folder names. Be sure to provide clear and informative folder names (e.g., “Campus Tours”).

Status

When creating a template, set the status to active or inactive; new events will inherit this active or inactive status if they are associated with a template. An event status should reflect whether the event is confirmed/active, tentative, cancelled, or declined.

Recurrence 

If creating more than one event, click the recurrence box.

Date

Provide a date and time for the event. If this is a recurring event, provide a date range.  If no time is provided, Slate will use 12:00 AM on that date.

Deadline

Provide a deadline, if required. If no deadline is provided, Slate will use the Start Time.

Activation Date/Time

Provide an activation date/time, if required. If no activation date/time is provided, registrants will be able to submit the form upon marking the status as confirmed/active and publishing the link externally.

Timezone

The timezone setting 'Autodetect from Location' will use the information entered on the location tab to determine the timezone of event.

Registrant Limit

If this type of event has a registrant limit, this may be set that at the template level. Events using this template will honor this limit unless a different registrant limit has been set on the individual event.

Waitlist

Set a waitlist limit, if required.

Attendance Tally Override

Enter the number of actual attendees for the event to override the number of registrations.

Waitlist Transfer

Events with registrant limits can be set to auto-transfer from the waitlist. This will move the earliest waitlist registrant and their guests off of the waitlist and will update their event registration to registered when there is enough space. For example, if a waitlist registrant has two guests, and one person cancels, the waitlist registrant will not move to registered until two additional registrants (and/or guests) cancel.

Privacy

Check this setting if the event should not be available on public landing pages.

User

This will default to user's name but may be changed to another user.

User 2

Associate a second user with the event.

Trip

Associate an event with a trip created using Trips.

Template

Assign an event to a template. Events associated with a template will inherit the template's status, location, and any communications.

Admin Notify Email

Send a notification email every time a new registration for the event is received. Enter an email address into this field. Note: multiple email addresses may be added, separated by a comma.

Related Records

Add a related record to the event.

Online Event

Select this setting if hosting an event using Slate's Share webinar platform.

Preserve Formatting

All addresses are sent to the USPS for validation and standardization. Select this setting to prevent the address from being updated. This is generally useful for addresses where the USPS abbreviates a city name, or if a building name or room number information should be included.