Create an event with the creation wizard

In Univents you create new events through a guided wizard that walks you through all the key details in three steps. That way the name, customer, date, and appearance are set cleanly right when you create the event, instead of being filled in later.

Opening the wizard

You reach the wizard directly from the event list. Here's how to start:

1. In the sidebar, open the section with your events.
2. In the top right, click the New event button.
3. The Event dialog opens with the step bar Basics, Date & location, and Appearance.

At the very top of the first step, under Choose template, you decide how to start. With Start blank you begin completely from scratch, or you click one of your saved templates to pull in its details right away. If you don't have any templates yet, a note points out that you can save one from a finished event later. Via Manage templates you jump into the template settings.

Step 1: Basics

In the first step you set the core data. Required fields are marked with an asterisk and must be filled in before Next lets you move on to the following step.

1. Under Event name enter a descriptive title, for example the occasion and the customer.
2. In the Customer field, search for an existing contact. If you type a name that doesn't exist yet, you can create it directly as a new contact via the entry at the bottom of the list.
3. Under Guests enter the expected number of people.
4. Optionally, add a Description with the occasion, highlights, and the customer's wishes.

At the end of the step, under Repeats, you decide whether it's a Single date or a Date series. For a single event, leave Single date active.

Step 2: Date & location

Here you set when and where the event takes place. Under Main date you enter the Start and End. As soon as you set a start time, Univents fills the End field automatically with start plus six hours, as long as it's still empty. You can adjust the end time afterwards at any point.

Under Venue, in the Location field, you pick one of your saved locations. If areas are stored for it, you can be more specific in the Room / Area field; otherwise it stays on Entire venue. If the event takes place off-site, you enter the address in the Address · if external field. Under Setup from you record when setup begins. If you chose Date series in the first step, the recurrence section additionally appears here.

Step 3: Appearance

The last step is about visual classification. This step has no required fields, so you can create the event right away.

1. In the Tags field, type a keyword and confirm with Enter. Each tag appears as a chip and can be removed again.
2. Under Event color you pick a color from the palette. It helps you spot the event quickly in calendars and lists.
3. Under Language you set which language the booking page, invoices, contracts, and customer emails use for this event. With Account default you adopt your account's default language.

To finish, click Create event. Univents saves the event and opens the detail view of the new event right away. If you chose Date series instead, you create the whole series via Create series.

Frequently asked questions

Do I have to use a template? No. With Start blank you create a completely empty event. Templates just save you time because they bring along recurring details.

Can I create a new customer without leaving the wizard? Yes. In the Customer field, type the name and use the create entry at the bottom of the results list. The new contact is adopted immediately.

What happens if I don't set the end? As soon as a Start is set and End stays empty, Univents automatically adds start plus six hours. You can override this value before creating the event.

How do I move between the steps? Use Next to go forward and Back to go one step back. Via Cancel or the close button in the top right you discard your entries. Required fields are checked when you switch steps.