Event Setup

Event Setup

To set up an event in HealthForms.io, you must provide specific essential and optional information to tailor the event to your needs. Below is a detailed breakdown of the required and optional fields:

Required Information:

Name: Ensure the event name is unique. For annual events, include the year to differentiate from past events.
Support Email Address: Provide an email address where participants can direct their questions regarding the event and its forms.
Start Date: Specify the starting date of the event.
End Date: Indicate when the event will conclude.

Optional Fields:

Description: Offer a brief description of the event to give participants an overview of what to expect.
Invitation Message: Craft a personalized message to accompany the invitations sent to potential attendees.
Form Selection: Choose the form participants will need to complete for the event.
Deadline: Set a deadline for form submissions. This date is crucial as the system utilizes it to trigger reminder emails to participants.
Flow Process: Select between two workflow processes:
      Review Flow: Requires manual approval of submissions.
      Automatic Approval Flow: Submissions are automatically approved upon completion.
Form Requirement: Indicate whether the form is mandatory for event participation.
Additional Notes:

Adding Forms: You can add more forms to the event even after the initial setup, ensuring flexibility in managing event requirements.
This structured approach to event setup ensures that all necessary details are covered, from basic information to more intricate workflow processes, providing a comprehensive framework for event management on HealthForms.io.


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