Dashboard Basics

Your dashboard is essentially a birds-eye view of all of the events happening within your department or organization. If you're at an organization that has just created a SeatRobot account, your dashboard will look blank like this:

 

If your organization has already started making events, your dashboard will look something like this:

 

Events in yellow are archived, meaning they occurred in the past or the first event in a series or recurrence has passed. For more information on this function, refer to Archived Events.

 

The icon with three people (see below) indicates how many people are registered for an event.

 

Under EVENT DATE, you'll find the date, start time and time zone of the event.

 

If you click the green pencil icon next to the Date / Time / Time Zone, you can edit the Event Start Date, Event End Date, Event Start Time, and/or Event End Time.

 

Under COPY, you'll see icons that look like two sheets of paper. We'll use this tool to create recurrent and series events.

For more information on these types of events, refer to Creating a Recurrent Event and/or Creating a Series Event.

 

Towards the left side of the dashboard, you'll see an icon that looks like two intersecting circles. If an event has a green number icon in that column, that indicates that it is a Recurrent or Series event. The green number displays how many individual events are contained within that set. 

 

If you click that green icon, the individual events within that series or recurrence will expand. You can make edits from here, and press CLOSE when you want to navigate back to the normal dashboard.

 

If you click the blue globe icon that corresponds with a specific event, you can quickly access the event's registration page link.

 

A pop up window will appear that contains that event's unique URL. Click COPY to add it to your clipboard.

 

You can find your SeatRobot events website by clicking EVENTS WEBSITE in the top left corner of your dashboard.

 

For example, my company's aggregate event website looks like this (see image below). It displays all of the events that that have been created and 'checked on' - in chronological order.

 

The way that we control which events appear on our company's aggregate event website and which events DO NOT appear is by checking / unchecking the box under the eye icon.

If the box is not checked, the event will NOT appear on your company's aggregate event website. This tool is useful if you want to create an event, but want to double check it with yourself or other people before making it live on the official events website.

PLEASE NOTE: Once you've created an event, it automatically has a unique URL that exists online. This checkbox only refers to whether or not it appears on your company's aggregate event webpage.

 

If you'd like a specific event to appear at the top of your events website as a banner, you would check the box that corresponds with the event under the AD icon. You can see in below that I've checked the box for the Annual STEM Educators Conference.

 

Now, when I navigate to my events website, that event is displayed at the top in a banner.

 

To the right, you'll see an icon that looks like a square composed of bold dots and pale dots. This is our FILTERS icon. 

For more information on filters, please refer to the article What Are Filters For?

 

If you click filters icon next to any event, you will see all of the filter groups that have been established by your organization. For example, my organization has created filter groups for campus location, subject and type of event.

 

To apply filters to a specific event, you would check the box next to all of the relevant filters. For example, I am currently editing my 'Sports Science Symposium' for my organization. It is taking place at the Portland campus, it falls under the 'Medicine' subject / department and it is an event, so I check all of those boxes, then press save.

PLEASE NOTE: If you have an online event that you want people to be able to attend regardless of location, and you have a filter group dedicated to location, make sure you check every location box. This ensures that your event will appear for people who apply the location filter that is relevant to them.

 

When I visit my company's event website, my filter groups will show up in the top right hand corner.

 

For example, when I click 'Location' a drop down menu will appear with the options established by my organization in the filter groups.

 

When I click Portland Campus, the Sports Science Symposium shows up, because I checked the box attaching it to the Portland Campus filter group.

 

 

To the far right of your dashboard, you will see a trash can icon. You can click this to delete an event. 

 

If you attempt to delete an event that has registered guests, you will be required to write a cancellation email. This will be sent to all registered guests. 

The event cut off message appears on the event webpage (where the registration button would normally be). Both of these messages can be customized to your preferences.

 

To find deleted events, click the trash can icon at the top of the dashboard.

 

The DELETED EVENTS pop up window will appear. Deleted events will be listed in chronological order. To bring an event back into the dashboard, check the box next to the event and click RESTORE. To permanently delete an event and all its data, check the box next to the event and click PURGE.

 

To link events, check the boxes next to the events, then click the paperclip button. To unlink them, you'd do the same, except click the unlink icon to the right.

For more information on linked events, refer to the article Creating a Linked or Related Event.

 

There are a number of tools within the dashboard to help you quickly locate events. If you want to only display events in which you are the event manager, toggle on the MY EVENTS ONLY button.

 

You can search for events by typing keywords into the EVENTS FILTER search bar.

 

You can also search for events by applying CUSTOM FILTERS. 

 

Once you click the CUSTOM FILTERS button, you can check the boxes next to which filter groups you want to apply to your search, then press save.

 

Please note, the custom filters you applied will not display until you've toggled them on.

If you ever notice that events you've created aren't showing up in your dashboard, check that this custom filters button is toggled off.

 

Thank you! If you have questions about any of these features, please contact SeatRobot support.