Editing Event Settings

When creating a new event, you'll have a number of options for the settings. If you've already created the event, you can edit the settings by following these steps:

  1. Select the "Events" tab from the top right.
  2. Click the event you'd like to edit.
  3. Click "Edit Event Settings" in the bottom left corner

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How to update a recurring event:

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If you need to update a recurring events information (time, how often it repeats, etc.) follow these steps:

  1. Go to "Events"
  2. Click on the event series that you'd like to alter
  3. Click "edit event settings"
  4. Click "Change" in the "schedule" section
  5. READ THE ALERT!  This change will adjust the dates and times for this event and all future events in this series. Continuing with this change will delete any attendance and volunteer data for events in the current series for this event and all future events in the series. Attendance and volunteer data for events prior to [Event Date] will be retained. If you accept this change, click "Remove Data and Change Time".mceclip0.png
  6. Now you will be given the screen where you can make your alterations for the rest of the series. 
  7. "Save"

Note: If you need to change a description in a series - for example, if there is no service/event on a certain day, instead of editing the entire event name to reflect: "No Sunday Service", we simply recommend deleting that particular event for that day. When deleting a recurring event, you will be asked if you want to delete the current event only, all future events, or all events: choose Delete Event only.

Areas within Settings:

Date & Time

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Name

The Name of the Event/Event Series

Calendar

Which calendar you would like the event to appear on. You can choose one of your existing calendars from the dropdown, or create a new calendar.

Starts On

Choose your event start date and time (uncheck "All Day" for the time dropdown to appear)

Ends On

Choose your event end date and time.  Typically the same day as when the event started.  If you would like to make this event appear on multiple days, see "Schedule".

Schedule

Use the "Schedule" section to make an event recurring.

Helpful examples:
If your event occurs every week, make it repeat weekly, every 1 week
If your event occurs on the third Thursday of the month, choose "monthly", every "one months", on the "day of the week"
If your event occurs on the 13th every other month, choose "monthly", every "two months", on the "day of the month"

Events cannot be repeated twice per month on a set day of the month or week of the month (i.e. the 1st and 15th or the 2nd and 4th Thursdays).  What you can do is create two separate events and Contact our Support Team to merge the events together for attendance reporting.

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Changing the recurring schedule will adjust the dates for this event and all future events in this series. Check in data and volunteer assignments currently associated with this event and future events in this series will be lost (data in previous events in this series will be retained). This means that if you have volunteers already scheduled for a recurring event, and you change the "Schedule" of the day or time of the recurring event, it will erase your volunteer schedule for all future events in the series and you will need to reschedule them for your event.

Location

This allows you to reserve rooms & equipment for events.  You can add items like TV, chairs, tables, etc, to your "locations" to use for equipment check out as well as rooms. 

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Description

The public description that will appear when you click on an event.  You can include links and images here.

If it's a recurring event, you can choose the dropdown next to "Save For This Event" to save for the entire series instead. 

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Check In

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Eligible People

When specifying who can check into an event, you can choose any of the following:

Option Description
Everyone Shows everyone in the database on the check-in list.
Specific Tags Limits the check-in list to people who are in specific tags (e.g. Nursery tag for checking into the nursery).
Form Respondents Limits the check-in list to people who have filled in a specific form or forms.
No One Does not show anyone on the list. This is most useful if checking people in anonymously, not by name.

Name Tag

When creating or editing an event, different options can be selected. The chart below provides a quick reference for what those options allow. *Note: "Show More Options" will allow you to select which tags need to print. 

Setting Name Description
Print name tag at check in When a person is checked in, the system will automatically print a name tag for that person. *See note above if name tags are not printing. For help on customizing the name tag, see Customizing Name Tag.
Print copy for Parent This prints a copy for the parent so that workers can match the tags, increasing security by making sure the correct person is picking up the child. If used in conjunction with "Check In by Family," a single parent tag will be printed containing all of the children checked in (rather than one parent tag for each child). For help on customizing the name tag, see Customizing Name Tag.
Print Additional Name Tag

Will print a duplicate copy of the name tag.  Very useful for putting a name tag/label on a bag that will go in the classroom with a child. 

Appearance

Choose the appearance color of the check in page. By default it will appear blue, but several other color schemes are available.

Tip: If you have multiple services, use the color scheme to quickly note if the check in is set to the wrong service.  You can choose a different color scheme for each of your services. 

Default Mode

Choose how your event will open by default.  

Mode Description
Last Used

Use the last mode that was set within the check in page (Search, List, or Kiosk).

Search
Allows people to check in by searching for their name, phone number, or by scanning a barcode. This mode is ideal when the check in screen will only be visible to staff or volunteers or when security is not as high a priority (e.g. it's okay if someone sees a name of someone outside their own family by typing in another name).
List
Displays a filterable list of all the people eligible to be checked in. This mode is ideal when the check in screen will only be visible to staff or a volunteer running check in.
Kiosk
Allows people to check in by searching by their phone number or by scanning a barcode. This is the recommended mode when the check in station will be viewed publicly and you do not want people to see names outside their own family.
 

"Require Password To Access Check In Settings" - checking this box will require the user to enter a password when changing any settings inside the event.  Useful for extra security when setting up the check in as kiosk. 

Additional Options

Setting Name Description
Include Checkout Allows people to be checked in and checked back out. The date/time is recorded for each.
Check in By Family When checking in, if the person being checked in also has family members in the same list of tags eligible for check in, a pop up will appear allowing you to select which members of the family to check in at the same time. If used in conjunction with printing a parent tag, a single parent tag will be generated containing all of the children (rather than one parent tag for each child).
Specify Add Person Fields When adding a new person on the check in page, specify what fields are asked for.
Show Tag Name on the Check In Screen When viewing the check in page, the tag name that makes the person eligible will appear under their name.  Only an option if the event is eligible by tags. 
Enable Thumbnail Picture Updating By default, people can update their picture by clicking on it on the check in screen. Selecting this option disables this functionality.

 

 

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Comments

40 comments
  • Hi Breeze, 

    When I "Add Person" during check in, I would like to always collect Phone Number, Email, and Address.  Can I make this a setting for all Events?  Or must I adjust the setting every time that I create a new Event?

    Thank you!

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  • Hey @Meganfountain,

    At this time we do not have a feature that allows you to set the "Specify Add Person Field" for all events. You will have to set this up for each event in Breeze. I apologize for this inconvenience. 

    Blessings.

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  • So if I change the event time from 9:30-10:30 am, will it allow people to check in after the event?

    We are having issues with our volunteers not changing between 1st and 2nd service. If the event did not allow them they would have to change the event to the next service, correct?

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  • Hey @gcocleah, as of right now event time does not limit check-in ability to those times. Changing event time will not keep volunteers from being able to check people in, it will simply change the time that appears on the event.

    I am sorry you are having issues with events getting switched over from 1st to 2nd service. Do you have tags of people who typically attend 1st and tags that typically attend 2nd? Perhaps editing the Event Check in Eligibility to a specific tag of those who attend 1st in the 1st service event and a tag of those who attend 2nd in the 2nd service event may help with this? When second service roles around if the typical 2nd service attenders are not pulling up, it may remind volunteers to change events. 

    Please feel free to reach out to support with additional questions, We’re open 9am - 6pm (Eastern), Monday - Friday and can be reached by phone (888.320.6030).

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  • Hello. We set up an event, and I am the event owner. I am getting a notification email every time someone signs up for the event. Can I turn that off?

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  • @mbflanagin I am going to reach out via email to help ask a few more questions so that we can best serve you! 

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  • One thing that would be really nice would be if there were a private notes section in the event management so that we could keep track of some information that we don't want public on the event calendar, but need to keep track of in order to manage the event successfully.  Thoughts?

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  • @dwight

    Thanks for reaching out to the Forum! Your suggestion could certainly be worth consideration! The closest thing we have to that right now is the ability to restrict certain calendars from visibility so that they're only seen by those that need to. If you would like to submit a Feature Request, you can do so here: Submitting Feature Requests

    Please let us know if there's anything else we can do to assist!

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  • Once I check someone in to an event, how can I go back and edit that? In other words, if I check someone in by mistake, how do I correct that?

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  • @debradavis56

    Thanks for reaching out to the Forum! You can remove the Check In by simply clicking the button again. When you do this, the Check mark will disappear and the attendance for that person has been removed. Voila! 

    If you have any additional questions, please let us know!

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  • Can you adjust name tag customization so that pick-up tags only print for children?

    Or do we have to create numerous events for each Sunday, limited to specific tags like Nursery, Preschool, Elementary, and children have to be checked in to their own event so the correct tags print?

    Or could you make everyone eligible to check in, but only specific tags would print (like Nursery kids)?

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  • @okolonacoc

    Thanks for reaching out to the Forum! Yes, you can customize Tags to only print for Children. Take a look here: https://cl.ly/446a7b6677dd This is the easiest way to make the change that you're looking for!

     

    Blessings, 

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  • I added a location for a meeting but when I click on the calendar, it doesn't show. Did I do something wrong?

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  • Hey @office,

    Great question! The location should appear next to the date when you select the event. Here is an image for reference with the red arrow and box showing the location:

    If the location is not there, please email us at support@breezechms.com so that we may look into it further. :)

     

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  • Thank you. I didn't notice the location but now I know where to look.

     

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  • What would help would be for the location to show on the detail screen. Or did I miss it again?

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  • @office Where is it that you would like to see the location? What is it that you are calling the detail screen? Just wanted to provide you three examples of where to see the location of an event in Breeze: 

    If you hover over the event, you should see the location you entered in the event settings populate in the pop up for the event:

     

    If you click on and event in the box that pops up with the event description and information you should see the location as highlighted below, under the Event Name, beside the Date/Time: 

    In the actual event settings page:

     

    If you have any additional questions @officeplease don't hesitate to reach out to support! We’re open 9am - 6pm (Eastern), Monday - Friday. Reach us by phone (888.320.6030) or email us here.

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  • Are you able to select more than 1 calendar for the event to appear on? Ex. if an event public, it can show on the public calendar but also a private one that shows all church calendar activities?

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  • @Brandy

    Great question! Unfortunately, that functionality is not available within breeze. You cannot post an event to more than one calendar at a time. We apologize for any inconvenience that this may cause!

     

    Cheers!

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  • I am needing to set-up a reoccurring event which meets every 2nd and 4th Sunday. Due to some months containing 5 Sundays, I can't select an every other week options, and the month repeat option only allows for the selection of 1 day. Is there a work around for this?

    1
  • @derrickttu

    Yes, there's a workaround which will require a few additional tweaks. For example, depending on what you're wanting to do -- simply move the service from 4th Sunday to 5th; then you can simply drag that date over to the 5th Sunday! This will not interrupt your scheduling in any way. Of course this depends on what your desired result is for those 5th Sundays. If you have any more detailed questions, head on over to our support email or give us a call and we'll walk you through it!

    Cheers!

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  • @derrickttu, you can also set up 2 events, one that meets on the 2nd Sunday, and one that meets on the 4th Sunday. If that helps...

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  • Our event descriptions are showing up in very weird formatting. We tried to copy a description from outside Breeze, and pasted. Once we updated the font color, sizing, formatting etc. and save, the event is still showing up with partially gray font, no underlines, different font sizes, etc. Any ideas on what's happening?

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  • @claire

    Thanks for reaching out to us today! What you are seeing is unfortunately expected behavior whenever you paste in outside verbiage from another word processor. Breeze does not translate this information very accurately as you will end up with incorrect spacing and formatting. We sincerely apologize for any inconvenience that this may cause you!

     

    The suggested practice here would be to simply type in exactly what you need within breeze so that it will format accurately. 

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  • We have recurring weekly home groups. I would like to know if there is any way to change the name of one of the weeks. We have the Breeze calendar upload to our churches app and specifically we want it to say that this particular weekly meeting is canceled due to illness. When I open the event and try to change the name for a specific date, it changes it for the entire series - which is not what we want. And, we'd prefer to change the name for this one specific date instead of deleting it.

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  • @info, you have a great question! Unfortunately, there is not a way to change the name of one event in the series without changing the name of the entire series. However, you could choose to place the information in the description that the event was cancelled. And, you can choose to save the description specifically for that event: https://cl.ly/a998550e1398. I hope that helps!

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  • Hi,

    I want to change an event settings eligible people from "everyone" to certain tags - however I want to change it for all events in this recurring event... How can I do this?

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  • Hey @david!

    Thanks for reaching out! Great question! If you change the settings in a recurring event, from that date, moving forward it will automatically apply that change if the event is set up as a recurring event.

    If you are seeing something different, please contact our team by phone or email so that we can troubleshoot this with you.

    Happy Breezing! 

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  • Is there a way to have both a location and equipment checkout for the same event? Often times we have a room assignment along with equipment checkout for the same event, such as a special Sunday School class.

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  • When we add a person for our Kids Ministry events, we need more information than the fields that are listed. We need Mom's Name, Mom's phone, Dad's Name, Dad's phone, and mostly kids birthdate. Is it possible to add fields to adding a person to an event? 

     

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