How do I add a single event/job?
A single event is an event that you do once or on an ad-hoc or irregular basis.
To add a single event you will start by placing your mouse on ‘Add New’, it is located in the grey banner towards the top of the page.
Then click ‘Event’ from the menu list that drops down.
Now you will need to tell Malinko the client in which the event is for; type the client name in the search box provided.
Then click the ‘Search Malinko’ button situated on the right.
Malinko will display the results for you. To add the event just click the ‘+ New Event’ button next to the relevant client.
Next you will have options to select for this event.
Here are some descriptions to help you.
- “When” Section – When will the event happen.
- Date of Event – When will you do the event. (you can just click in it and hit enter to put in today’s date)
- Start Time – Time of which your event begins. (optional)
- End Date – The ending date of the event.
- End Time – Time of which your event ends. (it will assume the same day as the start date if left blank).
- “What” Section – Choose the Services you will perform on this event.
- Tick or enter the quantity of all the services you will be doing on this event.
- “How Often” Section – This is used in repeating events, it is set to a single event by default.
- Use this section if you would like to set up a repeating event. (See adding a repeating event).
- “Who” Section – Simply who will do the job, your employees are displayed here.
- Tick all the employees that will be present on the event.
- “Additional Info” Section – This is where you can store extra information about your events.
- You can choose to set the charge for your event.
- Also include any notes specific to the event.
- If you require custom fields then you can contact Malinko support and we would gladly assist you by adding them into your system.
Once you have selected all your options for the event you can save it by clicking the ‘Submit’ button located at the bottom right hand side of the page.
A green notification will appear, this indicates that your event has now been entered into your Malinko system successfully.
You can also see a video on how to do this at: http://vimeo.com/31952297