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Creating an Event

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Creating an Event 

In TapGoods PRO, an Event is a central organizational unit that houses multiple orders. Think of an Event as a "root folder" for various orders related to a specific occasion or project. Events can contain Parent Orders, regular Orders, or a combination of both, providing a structured way to manage and track these orders under a single umbrella.

In this article, the basic steps to create an Event will be covered.

To create an Event, follow the steps listed below:

  1. Hover over the Orders tab of the TapGoods PRO menu.
  2. Click Create New Event.

  1. On the New Event form the Name of your Event under Event Name.
  2. [Optional] Enable Cycle Billing if you want this Event to be billed cyclically. (CLICK HERE TO LEARN MORE ABOUT CYCLE BILLING)
  3. Use the Calendars to select the Event Start and Event End Date.

  1. Click Create Event.

With this form, you can also add the following information to the Event:

  • Documents
  • Team Members
  • Notes

Once you have created your Event, you will be taken to the Event’s Details page. Here, you can add Orders to the event and view all crucial information.

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