What Events is for
Events is the Engage calendar for scheduled sessions: conferences, webinars, workshops, trade shows, meetups, reviews, training, and meetings. Quarterly Business Review documents are presentations and now live in Engage → Presentations. The page shows Total Events, Upcoming, Featured, and Registrations. Search and date sections operate only on event records; presentation records do not affect these counts.Creating an event
1
Open Events
Open Engage → Events, then select Create Event.
2
Add the schedule
Enter a title, description, start and end dates, event type, location, expected attendance, and an optional registration URL and thumbnail.
3
Choose visibility in the list
Mark an important event as Featured to pin it above the date-grouped event list.
4
Save
Select Create Event. The event appears in the appropriate date section and updates the event counters.
To create or edit a QBR document, use Engage → Presentations → QBRs. A scheduled QBR meeting and its presentation are separate concepts.
Opening an event
An event detail shows its dates, status, description, location, registration count, expected attendance, and registration link. Existing bookmarks for older event-backed QBR documents are automatically resolved to the corresponding presentation.Next
Presentations
Create and manage QBRs and client-ready presentation artifacts.
Adoption
Track whether training events translate into module usage.