Schedule by Past History
You can schedule events for organizations using the same events from a previous year.
- On the Information tab, click Scheduling Wizards > Schedule Using Past History.
- Enter or select the organization associated with the event.
- If needed, enter a date or date range to limit the results.
- You can enter just a starting date to see events that occurred after that date.
- You can enter just an ending date to see events that occurred before that date.
- You can enter both a starting and ending date to see events between those two dates.
- If you decide you don't need to limit by date, click All Dates to clear the date range.
The organization's scheduling history displays in the grid. - Select the past event that you want to use as a template, and click Next.Tip: Click Search to quickly locate a past event by its name.
- If you selected a simple event, the Simple Event Scheduling wizard displays. If you selected a recurring event, the Recurring Event Scheduling wizard displays. The information that was set up in the existing event displays, except for the event dates.
- Click Next to step through the next few windows, adding or editing the information as necessary.
- When you're ready to schedule the event, click Schedule.
- Click Next. From here, you can print a list, print or email a letter/invoice, or upload the event to Google Calendar.
- Click Finish.