Managing Firm Events on the Events Calendar

You can add your firm's special events to your website, such as business hour changes, seminars, or holidays.

The events calendar must be enabled on the Info Centre page before you can add events to your events calendar. The calendar is enabled by default when you first activate Site Builder.

How do I disable or enable the events calendar?

1. Log in to your Site Builder account.
2. Click Info Centre > Tax Events or Info Centre > Firm Events on the toolbar. The Info Centre - Events Calendar - Tax Events or Firm Events page displays.
3. To enable the calendar, select Yes to the question Would you like Events Calendar displayed on your website? To disable the calendar, select No.

Note: The option to enable the events calendar applies to both the Tax Events and Firm Events pages. You cannot select Yes to Tax Events and No to Firm Events, or vice versa.

Adding a Firm Event

1. Log in to your Site Builder account.
2. Click Info Centre > Firm Events on the toolbar. The Info Centre - Events Calendar - Firm Events page displays.
3. Select Yes to the question Would you like Events Calendar displayed on your website? if it is not already selected.
4. Enter the new event's information in the fields.

   Field	Description
   Title	Enter the event title that will display on the events calendar. The events calendar only displays one line of text for the title. We recommend keeping the title as short as possible. If there are additional event details, your clients can hover over the event to see the full title and details.
   Starting/Ending	Click the calendar to select the start and end dates for the event.
   Time	Enter the time of the event. There is no formatting restriction on the time format.
   Location	Enter the location of the event, such as the company or building name.
   Address	Enter the address of the event.
   Description	Enter the event description. For information on using the formatting tools, see Formatting Text.
   Name	Enter the name of the event coordinator or other contact person.
   Email/Phone	Enter the contact information for the event coordinator or other contact person.

5. Click Submit.
6. Click Preview to see what your site will look like when your changes are applied. The preview opens in a new different browser tab or window.
7. Click Publish to immediately update your website, or click Next to continue to the next page.

Note: Changes you make in Site Builder are not applied to your website until you publish the updates. See Publishing Your Site for more information.

Editing a Firm Event

1. Log in to your Site Builder account.
2. Click Info Centre > Firm Events on the toolbar. The Info Centre - Events Calendar - Firm Events page displays.
3. Select Yes to the question Would you like Events Calendar displayed on your website? if it is not already selected.
4. Click the Edit  button for the firm event you need to modify.

Note: You cannot edit events that have passed.

5. Edit the information for the event.

Field	Description
Title	Enter the event title that will display on the events calendar. The events calendar only displays one line of text for the title. We recommend keeping the title as short as possible. If there are additional event details, your clients can hover over the event to see the full title and details.
Starting/Ending	Click the calendar to select the start and end dates for the event.
Time	Enter the time of the event. There is no formatting restriction on the time format.
Location	Enter the location of the event, such as the company or building name.
Address	Enter the address of the event.
Description	Enter the event description. For information on using the formatting tools, see Formatting Text.
Name	Enter the name of the event coordinator or other contact person.
Email/Phone	Enter the contact information for the event coordinator or other contact person.

6. Click Submit.
7. Click Preview to see what your site will look like when your changes are applied. The preview opens in a new different browser tab or window.
8. Click Publish to immediately update your website, or click Next to continue to the next page.

Note: Changes you make in Site Builder are not applied to your website until you publish the updates. See Publishing Your Site for more information.

Deleting a Firm Event

1. Log in to your Site Builder account.
2. Click Info Centre > Firm Events on the toolbar. The Info Centre - Events Calendar - Firm Events page displays.
3. Select Yes to the question Would you like Events Calendar displayed on your website? if it is not already selected.
4. Click the Delete  button for the firm event you need to remove. Events are displayed by date order.

Note: You cannot delete events that have passed.

5. Click OK on the confirmation message.
6. Click Preview to see what your site will look like when your changes are applied. The preview opens in a new different browser tab or window.
7. Click Publish to immediately update your website, or click Next to continue to the next page.

Note: Changes you make in Site Builder are not applied to your website until you publish the updates. See Publishing Your Site for more information.