How to create an event in Symphony

To create a new event in Symphony, log into your Symphony dashboard. Remember, we have a copy event feature in Symphony, so you may prefer to copy from an existing event.

1. Log into Symphony Dashboard

2. Click "Add a New Event"

A popup will then appear. 

• Select the client (if you only have one client, it will default to this.)
• Click “Create blank event”

 You will then be taken to the Basic Event Details Page. You can come back to this page to edit your event at a later date if you need to. 

Basic Event Details

Name of the event	Used on booking form, campaign emails and trigger emails, API
Event description	Used on booking form, campaign emails and trigger emails, API
Delegate instructions	Used on booking form, campaign emails and trigger emails, API
Room  (will autofill location)	Used on booking form, campaign emails and trigger emails, API
Start/ end date	Used on booking form, campaign emails and trigger emails, API
Start/ end time	Used on booking form, campaign emails and trigger emails, API
Event type	Used on booking form, campaign emails and trigger emails, API
Event series	Used on booking form, campaign emails and trigger emails, API
Project code	Used for Agresso report
Cost Centre	Used for Agresso report
Helpline name	Used on booking form, campaign emails and trigger emails, API, Closed booking form page
Helpline email	Used on booking form, campaign emails and trigger emails, API, Closed booking form page
Helpline telephone	Used on booking form, campaign emails and trigger emails, API, Closed booking form page
External URL	Used by API sites
Image	Used by API sites
Image thumb	Used by API sites
Long description	Displays on event details page Leave in existing speaker text unless your event does not have any speakers. (Can include images and text formatting)
Collaborator	Used by API sites, or you can use it to keep track of partner organisations you work with

Once you have entered your basic details you will be taken to a page to set an event capacity if you need this.

Choose if you would like to set a capacity for your event. You can set a capacity by day or for the event as a whole. You can also select when you want to be notified about the capacity of your event.