Managing Events

What is an event?

An event is a one-day occasion that temporarily overrides the Must have ___ employees to book field (which is configurable via Business Preferences). The override lasts for the duration of the event. During the event, the event services are the only services available for booking. This applies to all forms of booking, including Online Booking.

Can I see an event in the Appointment Book?

Yes! A scheduled holiday "masks" the Appointment Book (shown below) with the event's name. The Schedule Manager does not reflect an event.

How does an event affect appointments that were booked before I scheduled the event?

Previously booked appointments are not affected by events.

Can a customer join an event when booking online?

Yes! When a client is in Online Booking and selects a location, they can view a list of all current and future events available in that location. The client selects an event, and then selects one of the services being offered. Once the service is selected, the client scans for availability and is presented with the usual scan results page.

To add an event

Tip: If creating several records that have similar details, select Copy to create a new record with fields identical to the one you just copied. This can save you a lot of time when creating data in Meevo. Note Central Office cannot copy items that are owned by a location.

  1. Type event into the Convobar, or go to Meevo > Business Settings > Events.
  2. Select Add New.
  3. Give the event a Display Name. The event name will also appear in these areas of Meevo:
    1. The Event definition
    2. Notification Templates, as a tag {EventName}
    3. Online Booking, when there is an event available
  4. Enter the Event Date, Start Time, and End Time.
  5. Select one or more Services. The services you select here are the only services available for booking during the event. 
  6. Enter a Short Description of the event. The event description will appear in these areas of Meevo:
    1. The Event definition
    2. Notification Templates, as a tag {EventDescription}
    3. Online Booking; select the info "i" button to view an event's description
  7. When finished, select Save.

Business Types and data in Central Office

If you configured Business Types, select one from the Business Types drop-down. Only locations of the same Business Type will have access to this item once it is made available.

Reminder: Business Types are a way to categorize locations that offer vastly different services. For example, a Med Spa location would be set to a different Business Type than, say, a hair salon. In this way, Business Types ensure that unrelated data does not appear at a location (such as a Men's Haircut service appearing in a MedSpa's services list). For the vast majority of businesses, Business Types are not necessary.

Select Make available to locations to make this item immediately available to locations. In Location Options, you can exclude locations and manage how Meevo handles local overrides.

Note: If you select a Business Type and make an item available to locations, then after saving, you cannot change from one Business Type to another. However, you can at any time change from a single Business Type to All Business Types (as long as All Business Types is an available option for this item).

To edit an event

Note: Some fields on the form may not be editable if the current location is not the item's Home Location. 

  1. Locate the event.
  2. Edit the fields as needed.
  3. When finished, select Save.

To inactivate or reactivate an event

Tip: Remember to select Inactive from the Advanced Search menu to search for inactive items. 

Mark an item "inactive" if you are setting up data and want to restrict its use until the item is completely set up or ready, or if you no longer require the item in any capacity but may want to reactivate it in the future.
  1. Locate the event.
  2. Inactivate or reactivate the event as needed.
  3. When finished, select Save.

To delete or undelete an event

Tip: Remember to select Deleted from the Advanced Search menu to search for deleted items. Also remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.

Delete an item if it is no longer needed in any capacity, and you don't anticipate needing it in the future. Most deleted items can be undeleted, and the ones that can't display a warning before Meevo lets you fully delete.
  1. Locate the event.
  2. Edit the fields as needed.
  3. When finished, select Save.