# Events

<div class="sticky-spacer" id="bkmrk-"><div class="sticky-wrapper is-sticky" id="bkmrk--1"><div id="bkmrk--2"></div></div></div><div id="bkmrk--3"><div id="bkmrk--4"></div></div>## Event Locations

The Locations module is used to capture the venue/site information where events are held.

#### Creating Locations

**1.** Access locations module from second side nav bar and select **'Create Location'**.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/scaled-1680-/SW0image.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/SW0image.png)

**2.** This will take you to the Edit View. Enter information into the appropriate fields, all required fields are marked with a red asterisk and must be completed prior to saving.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/scaled-1680-/hnZimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/hnZimage.png)

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/scaled-1680-/3aDimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/3aDimage.png)

**3.** Once the necessary information is entered, click **Save.**

## Events

The Events module is used to capture information an particular event and send out invites to delegates. To view the Events held within the system click the **'Events'** tab on the navigation bar. This will take you to the Events List View.

#### Creating Events

**1.** You can access the Events module on the side navigation bar and select **'Create Event'**.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/scaled-1680-/yXsimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/yXsimage.png)

**2.** This will take you to the Edit View. Enter information into the appropriate fields, all required fields are marked with a red asterisk and must be completed prior to saving.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/scaled-1680-/sBhimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/sBhimage.png)

The following fields are found on the Events module:

<div id="bkmrk-name%C2%A0%E2%80%93-the-name-of-t"><div class="sect1"><div class="sectionbody"><div class="paragraph">  
</div><div class="ulist">- **Name** – The name of the event
- **Start** **Date** – The date and time of when the event starts
- **End** **Date** – The date and time of when the event ends
- **Duration** – The duration of the event. This will automatically change the end date or be altered automatically if the end date is changed.
- **Location** – This is a relationship to the **Event Locations** module.
- **Budget** – The budget for the event.
- **Email** **Invite** **Template** – The **Email Template** that will be sent to associated Delegates.
- **Accept** **Redirect** **URL** – The web page invitees should be redirected to after you accept an invite using the link provided in the **Email Template**.
- **Decline** **Redirect** **URL** – The web page invitees should be redirected to after you decline an invite using the link provided in the **Email Template**.
- **Description** – More information about the Event.
- **Assigned**-**To** – Who the assigned user is for this event. This defaults to you who creates the event.
- **Created** **By** – Which user created the event.

</div><div class="paragraph">  
</div></div></div></div>**3.** Once the necessary information is entered, click **Save**

## Adding Delegates

**1.** Navigate to the Event Detail View.

**2.** Navigate to the Delegates sub-panel found below the 'Event Details' panel.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/scaled-1680-/IASimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/IASimage.png)

**3.** Click **'Select Delegates'**. A list of options will appear.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/scaled-1680-/dL3image.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/dL3image.png)

**4.** Select the appropriate option depending on who should be added to the Event.

<div id="bkmrk-target%C2%A0list%C2%A0%E2%80%93-select"><div class="sect1"><div class="sectionbody"><div class="paragraph">  
</div><div class="ulist">- **Target** **List** – Select a **Target List** of individuals to be associated to the event. All **Targets**, **Leads** and **Contacts** on this '''Target List '''will be added to the **Event**.
- **Targets** – Select **Targets** to be associated to this **Event**.
- **Contacts** – Select **Contacts** to be associated to this **Event**.
- **Leads** – Select **Leads** to be associated to this **Event**.
- **Events** – Select an **Event** to associate that **Event’s** delegates to this **Event**.

</div><div class="paragraph">  
</div></div></div></div>**5.** Once an option has been chosen a new pop-up box will appear to search and select records from the module type that was chosen.

**6.** The Delegates sub-panel will populate with the records selected.

## Sending Invites To Delegates

**1.** Navigate to the Delegates sub-panel.

**2.** Choose action **'Send Invites'**.

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/scaled-1680-/hs5image.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/hs5image.png)

**3.** This will send the email template selected in the 'Email Invite Template' to all Delegates who have the status 'Not Invited'

**4.** Once selected the Delegate status will automatically update to 'Invited'.

<span class="image">[![image163](https://docs.suitecrm.com/images/en/user/image163.png "Sending Invites to Delegates")](https://docs.suitecrm.com/images/en/user/image163.png)</span>

**5.** Choosing 'Resend Invites' will send invites out to all Delegates associated to the Event who have yet to respond.

## Managing Delegates Acceptance Manually

**1.** Navigate to the Delegates sub-panel.

**2.** Select the Delegates that require your 'Accept Status' to be updated.

**3.** Choose action 'Manage Acceptances'

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/scaled-1680-/iYyimage.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/iYyimage.png)

**4.** A list of options will appear. Select appropriate statuses:

<span class="image">[![228Acceptances](https://docs.suitecrm.com/images/en/user/228Acceptances.png "Manage Acceptances")](https://docs.suitecrm.com/images/en/user/228Acceptances.png)</span>

**5.** This will update the Delegates 'Accept Status' accordingly.

<span class="image">[![229Accepted](https://docs.suitecrm.com/images/en/user/229Accepted.png "Accept Status")](https://docs.suitecrm.com/images/en/user/229Accepted.png)</span>

Acceptance will my automatically updated if the Delegate chooses to accept using the link provided in the email template.

## Updating Delegates Status Manually

**1.** Navigate to the Delegates sub-panel.

**2.** Select the Delegates that require your attendance to be updated.

**3.** Choose action 'Manage Delegates'

[![image.png](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/scaled-1680-/vk4image.png)](https://docs.kiyocrm.com/uploads/images/gallery/2025-05/vk4image.png)

**4.** A list of options will appear. Select the appropriate status; Invited, Not Invited, Attended or Not Attended.

<span class="image">[![231Manage delegates](https://docs.suitecrm.com/images/en/user/231Manage_delegates.png "Manage Delegates")](https://docs.suitecrm.com/images/en/user/231Manage_delegates.png)</span>

**5.** This will update the Delegates 'Status' accordingly.

<span class="image">[![232Updated status](https://docs.suitecrm.com/images/en/user/232Updated_status.png "Accept Status")](https://docs.suitecrm.com/images/en/user/232Updated_status.png)</span>

Acceptance will be automatically updated if the Delegate chooses to accept using the link provided in the email template.

List view Actions, Detail View Actions and Bulk actions are similar to Leads module. Refer Leads module.