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Creating a Single Event or Event Series through the Calendar

Learn how to create and customize single or recurring events directly through the calendar, including rentals and special sessions.

Angel Horowitz avatar
Written by Angel Horowitz
Updated this week

Want to learn more about creating customized rentals and events, including contracts and terms & conditions through the Booking Manager?

Click the button below to explore our detailed guide on creating events using the Booking Manager 👇

Are you looking to schedule events for a program? Games, Classes, or Camps?

Be sure to check out these articles below to learn how to create these season specific events 👇


📝 Overview

In Dash, you can create both single and recurring events directly from the calendar. While it’s best to use the Class and Camp scheduler for program-related activities and the Game scheduler for games, there are times when you’ll need to create non-program events—such as a simple field rental or blocking off time to prevent scheduling conflicts.

For certain registration types like Drop-In sessions or Open Skate, creating events directly in the calendar is the preferred method. This ensures the event type is accurate, allows for easy customization, and lets you assign colors so events stand out visually.

💡 Tip: Calendar-created events can also include additional resources—like extra spaces or equipment—which you can add or remove at any time for both single events and entire series.


🎯 Creating a Single Event

Click the arrow to learn how to create a single event

Using the Event Type "Rental" for this example

  1. Click on the Calendar Button.

  2. Find the day, time, and resource that the rental will occur on and click your mouse so that your list of event types appear. Select "Rental".

  3. Type in the Description field your Rental name. Such as the Customers name or Team name.

  4. All rentals require a customer to be attached. Begin typing in the customer name to search the system for an existing customer or if you already know their customer ID you can type it in the box. The other option, if they are a brand new customer, is to click the "Create" button to add them to the system.

  5. The Facility, Resource, Sub Resource, Time, and Date will automatically be filled out. If you need to alter this info for your needs, you can do this.

  6. Since this will be a single event, you will ignore the "event repeats" toggle.

  7. You will see there is a "Publish Online" check box. If you would like this event to appear in Dash Online, you can check this. If not, leave it unchecked.

  8. If setup or takedown is required, you can adjust the event accordingly, including adding tasks for employees. Additionally, you can charge extra for these services if needed.

    ✍️ Note: Setup and takedown details can be linked to the Event Type for automatic inclusion in events. However, these details can be adjusted for each individual event as needed.

  9. If the event type has a "Custom Form" assigned, these fields will be displayed when creating the event.

  10. Next, press the "Save" button and you will see the number of events in the series on the left hand side.

    • There are additional "Save" options as well if needed.

➕ Adding Additional Resources To an Event

Click the arrow to learn how to add additional resources to an event

  1. Go to the Additional Resources tab within an existing event.

  2. Select a resource (e.g., party room, secondary space) and time.

  3. Click Add Resource to attach it to the booking.

🗑️ Deleting Additional Resources From an Event

Click the arrow to learn how to delete an additional resource from an event

  1. In the Additional Resources tab within an existing event, click the three dots next to the resource.

  2. Select Delete to remove only that resource without affecting the main event.


🔁 Creating an Event Series

Click the arrow to learn how to create a recurring event series

Using the Event Type "Rental" for this example

  1. Click on the Calendar Button.

  2. Find the day, time, and resource that the rental will occur on and click your mouse so that your list of event types appear. Select "Rental".

  3. Type in the Description field your Rental name. Such as the Customers name or Team name.

  4. All rentals require a customer to be attached. Begin typing in the customer name to search the system for an existing customer or if you already know their customer ID you can type it in the box. The other option, if they are a brand new customer, is to click the "Create" button to add them to the system.

  5. The Facility, Resource, Sub Resource, Time, and Date will automatically be filled out. If you need to alter this info for your needs, you can do this.

    ✍️ Note: If this is a multi-day event, set the start and end date to the same day—the first day of the event. You'll configure the recurrence pattern on the next screen using the "Event Repeats" option.

  6. Since this will be a series of events, you will need to turn on the "event repeats" toggle.

  7. A pop up box will appear for you to select what kind of repeating events you would like to set your rental up as (Daily, Weekly, etc). In the case below, I chose a weekly rental.

    User-added image

  8. Next, select the day of the week for your rental to repeat on.

  9. Lastly, you can either select a number of weeks the series will be for OR choose an end date.

  10. Click "Next".

  11. Your series of Events will appear in a new window. If there are any conflicts such as if another event is scheduled at that time, it will display on this screen. You can add an event by pressing the three dots next to a rental date from the list and selecting "duplicate" or remove an event by pressing the "delete" option. You can also modify one of your proposed events if you like.

  12. When you are finished, click the "OK" button.

  13. If setup or takedown is required, you can adjust the event accordingly, including adding tasks for employees. Additionally, you can charge extra for these services if needed.

    ✍️ Note: Setup and takedown details can be linked to the Event Type for automatic inclusion in events. However, these details can be adjusted for each individual event as needed.

  14. If the event type has a "Custom Form" assigned, these fields will be displayed when creating the event.

  15. You will see there is a "Publish Online" check box. If you would like this rental to appear in Dash Online, you can check this. If not, leave it unchecked.

  16. Next, press the "Save" button and you will see the number of events in the series on the left hand side.

    • There are additional "Save" options as well if needed.

  17. To view the event series you will click on the "series" options.

➕ Adding Additional Resources to an Existing Series

Click the arrow to learn how to add additional resources to a series

  1. Go to the Additional Resources tab within an existing event series

  2. Select the resource and time, then check Apply this additional resource to every event in the series if desired.

  3. Click Add Resource to apply.

🗑️ Deleting Additional Resources From an Existing Series

Click the arrow to learn how to delete an additional resources from a series

  1. In the Additional Resources tab, click the three dots next to the resource.

  2. You can choose to Delete the single day's additional resource or select Delete From Series to remove the resource from all occurrences.


💰Invoicing

Click the arrow to learn more

Typically, attaching an invoice to your rental allows staff to view the payment status both on the customer profile and event pages. After creating your rental, you can either apply an existing rate (if a booking option is linked to the resource), generate a new invoice, or select a previously paid invoice from the customer’s list.

User-added image

🧾 Creating a New Invoice Using Fees From Resource Booking Option

Click the arrow to learn more

✍️ Note: Booking options need to be enabled on this Resource for rate options to appear.

  1. To create a new Invoice, click on the "Create Invoice" dropdown to view any fees linked to this resource's Booking Options.

    Example of Resource Booking Options

  2. Once you click the desired "fee" from the "Create Invoice" dropdown, this product will be added to the Shopping Cart.

  3. After accepting payment, you will be asked if you want to attach the new invoice to the rental. Click the "Invoice Series" toggle.

💵 Creating a New Invoice From Cash Register

Click the arrow to learn more

  1. To create a new Invoice, once you click the "Select from Cash Register" option, you are brought to the Cash Register/Point of Sale page.

  2. Click on the product you would like to charge for this rental. The fee will be added to the cart. Click the "Checkout" button.

  3. Once you have accepted payment the invoice will automatically link to the event. At checkout you will be asked if you want to attach the new invoice to the rental series, or if an individual event, this notice will appear.

📎 Attaching Existing Invoice to Rental

Click the arrow to learn more

  1. To add an existing invoice where the customer has already paid for their rental, click the "Search Invoices" to find the existing invoice on the customer profile or type in the invoice number if you know it.

    User-added image

  2. After pressing "Search Invoices", you can search for your customer on the new page, and once you are on their profile, click Invoices to display their list of Invoices.

  3. Select the Invoice for the Rental. Then Copy (Ctrl C) the Invoice number and Paste (Ctrl V) it into the Invoice # field on the event.

    User-added image

💡 Pro Tips

  • ⚠️ Use color-coded Event Types to quickly distinguish between rentals, classes, and camps.

  • 🧠 Link setup/takedown tasks to Event Types for faster event creation.

  • 💬 Apply additional resources across an event series for consistency.

  • ⛔ Review the event preview screen carefully to resolve any conflicts before saving.

  • 📌 Use Save and Create Similar Event to quickly build multiple events with shared details.


Frequently Asked Questions (FAQs)

Click the arrow to view frequently asked questions

What do I do if I see conflicts when trying to schedule events?

Click the arrow to see the answer

When creating an event series, you might see a message indicating that one or more of your proposed events conflicts with an existing event or a blackout date.

Here are a few ways you can resolve the conflict:

  • View the conflict on the calendar: Click the three-dot menu next to the conflicting event and select Calendar to review what's causing the conflict. You can also click on the event conflict name to view the details for this event.

  • Adjust the proposed event: See if you can change the time or resource for the event to avoid the conflict.

  • Delete the proposed event: If the conflicting event isn’t needed, you can remove it directly from the list or click Delete conflicting events at the bottom to remove all affected entries.

Once you've made the necessary changes, click Recheck to confirm that the conflicts are resolved before finalizing the series.

Can I edit just one date in a recurring series?

Click the arrow to see the answer

Yes. When editing, you can choose to apply changes only to that single event or to the entire series.

How do I delete an additional resource without deleting the main event?

Click the arrow to see the answer

Go to the Additional Resources tab, click the three dots next to the resource, and choose Delete.

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