Event Types and Dismissal Forms

This article includes the following topics:

• Creating an Event Type
• Editing an Event Type
• Setting a Dismissal Form
• Viewing results of Dismissals

Creating an Event Type

1. From the Calendar tab, click Event Types.
   
2. The Event Type page opens.
   
3. Select the appropriate option for the following where appropriate:
   • File Type: to limit the ability to schedule an event of that type to contacts of a specific file type. This applies only if your account has opted in for and uses multiple file types.
   • Event Type Title: a name for your event in the field.
   • Length: an amount of time in minutes.
   • Shared With: who can schedule an event of this type; You may use Teams to create specialized event types for different groups of users.
   • Status Change automatically updates the contact to the selected workflow status when scheduled - click an option from the dropdown menu that appears.
     

     NOTE
     You can set a corresponding Workflow Status affiliated with the Event Type; you can then use this to keep track of contacts who currently have the event scheduled. For example, if you are building an Event Type for a "Compliance Call", you may create a Workflow Status titled "Compliance Call Scheduled" that contact will be updated to upon the Event being scheduled. You can then have a list built to display all the leads in the workflow status "Compliance Call Scheduled" and use this as a reporting tool or even an E-Marketing Campaign. 

   • Dismissal Form To find more information about setting up a dismissal form, go to the Dismissal Form section.
4. Once you have completed making your selections, click the Save button.

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Editing an Event Type

1. From the Calendar tab, click Event Types.
2. Click the right-facing green arrow icon at the end of the event row you want to edit.
   
   
3. The event type's information input fields, along with some additional options are now editable. Adjust them as needed. NOTE: Be sure there is content in the "Results" section as shown below or the Dismissal Form will not be available.
   
4. Do one of the following:
   • When finished, click Save; or 
   • Go to the next section, Dismissal Form.

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Setting a Dismissal Form

A Dismissal Form allows you to set a form that will be required as part of dismissing the event. First, designate a form to be used as a dismissal form, then on event type, set it as the dismissal form.

1. From the Contacts Tab, click "Custom Fields" from the Navigation Bar.
2. Select "Form Builder" from the Navigation Bar.
3. Enter a new form name in the "Create a New Form" field and click the small white checkmark on a green background, or select an existing form from the "Edit an Existing Form" dropdown menu. 
4. The Form Builder form will now open and will look similar to the form shown below.
5. In the "Add Fields to Form" section at the top right of the page, click in that text box and select the fields you wish to build as part of this form.
6. Just underneath the Fields section, is a dropdown menu titled, "Field Group". Select "Additional Information" and then click the "Add Fields" button. The page will then update to look like the sample image below.
7. In the "Form Options" section, click on the checkbox next to "Event Dismissal Form" to activate it.
8. Then click on the checkbox next to "Intake Form" to deactivate it.
9. Click the "Save Form" option from the Navigation Bar.
10. From the Calendar tab, click Event Type.
11. Do one of the following:
    • For an existing event type, click the right-facing green arrow icon at the end of the event row you want to edit > select an option from the Dismissal Form dropdown menu.
    • For a new event type, complete the fields as shown below and select an option from the Dismissal Form dropdown menu.
      
12. If you click the "Save" button after selecting a Dismissal Form from the dropdown menu, the page will change to look like the page below.
13. Complete the "Results" fields as you need. Be sure the middle dropdown menu option matches the name of the "Dismissal Form" that you wish to use. 
14. Click the "Save" button again.
15. At this stage, click the Calendar tab and then either select an existing event or select "Schedule Event" from the Navigation Bar to create a new event. 
16. Complete the form for the actual Event. Be sure to select the Event Type you previously worked on from the "Event Type" dropdown menu.
17. When finished, click the green "Schedule" button at the top of the "Schedule Event" dialog box.
18. Return to the Client Dashboard of the Event Owner, and select the "Events" Nested Tab.
19. Select the upcoming event you wish to dismiss by clicking the small document icon located under the "Dismiss" column.
20. The Dismiss Appointment window opens. This is where you collect or confirm information discussed during the event with the contact. The image on the left of the image below will likely appear by default. The options available in the "Result" dropdown menu include: Completed, Not Completed, and Missed Appointment". The image on the right shows an example of what appears once a selection is made from the "Result" dropdown menu.
    
    
21. When you complete all the fields in the "Dismiss Appointment" dialog box, click the Update Event button to complete the dismissal.
22. For more information regarding form building, please visit our support article here.

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Viewing results of dismissals

Results can be set up regarding the dismissal of an event. You can set up different result options and connect Dismissal Forms or Workflow Status changes as part of selecting that Result. In the example below, we \set up a series of possible result options and connected a Workflow Status change that will occur when the event has been dismissed with each result. Also, as part of the "Connected / Compliant" result we added a Dismissal Form. The Dismissal Form will appear when selecting that result option from the event dismissal layover. 

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