Creating an event in the web app allows you to schedule and manage security coverage efficiently. Follow the steps below to create an event as a client or agency.
Step 1: Log in to the Web App
- Open the web app.
- Enter your login credentials and sign in.
Step 2: Navigate to the Event Section
- Clients: Go to the Events section.
- Agencies: Go to the Events section of a client.
Step 3: Create a New Event
- Click Create an Event in the top right corner.
- Fill in the event details:
- Title: Enter the name of the event.
- Location: Select the event location.
- Date: If the event lasts multiple days, enter the first day.
- Confirmation Time Frame: Set the time before the event when agents must confirm their attendance.
- A shorter time frame helps prevent last-minute cancellations or no-shows.
- For larger events, a longer time frame is recommended to allow time to replace unconfirmed agents.
- Description: Add relevant details about the event.
Step 4: Create a Request
- Once inside the event, click Add on the top right tab.
- Select Request.
- Configure the request based on your requirements, such as the number of guards and their roles.
Step 5: Assign the Event
- Agencies: You are automatically assigned as the agency managing the request.
- Clients: The request is assigned internally and becomes available to your guards. You can also transfer it to an external agency using SmartConnect for additional coverage.
Once all details are set, your event is ready to go! 🚀 If you need further assistance, feel free to contact support.
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