Building Events: Schedule

Last updated: April 22, 2022

The Schedule step is where Organizers lay the foundation of their Event's details, including the Registration Page layout, Event type, and more. 


Screenshot: Event Detail with the Schedule option highlighted.

Event Type/Modes

Select your Event type: 

Screenshot: Event Mode options on the Schedule Step.Note: Learn more about building In-Person Events.

Meeting Link

Create and save a Microsoft Teams or Teams Live Event in your Outlook calendar. The Teams or Teams Live Event link will appear on the lower left of the meeting page in Outlook:

Screenshot: Join Microsoft Teams Meeting link from your Outlook calendar.

Right click and copy the Microsoft Teams or Teams Live Event link, then paste the Meeting Link in the required field:

Screenshot: Meeting Link field with a Microsoft Teams link shown. Image text: Copy your Teams or Teams Live Event link for the session here.

Teams Live Event

A Teams Live Event is created from within your Teams client with a unique Attendee join link. EventBuilder's Registration, Security, Data and Reporting are available for use with a Teams Live Event. Because a Teams Live Event is broadcast/streaming technology, EventBuilder Streaming and recording is disabled. 

Note: Refer to the article "Using EventBuilder with Teams Live Event" for more comprehensive instructions.

To create a Teams Live Event, go to your Teams Calendar, and in the upper right corner click on the dropdown menu labeled 'New Meeting.'

Screenshot: New Meeting dialog in the Teams client, with Live Event highlighted.

Enter the details of your Teams Live Event, then select 'Get Attendee Link' on the 'Invite' screen. The link will be copied to your clipboard.

Screenshot: The Invite Attendees dialog with 'Get Attendee Link' highlighted, and the Join button for Presenters crossed out.

Note: Please ensure the Attendee link is copied into the Meeting Link field in your Event build. The 'Join' button is for Presenter access.

Enter the Teams Live Event link in the Meeting Link field shown above. Select 'Let Teams Live Event host my recording' if you prefer your Event recording to be hosted with Teams Live Event. If you would prefer EventBuilder host your recording, leave this option unchecked. After your Teams Live Event, you can upload your recording to EventBuilder for hosting.

Screenshot: Teams Live Event host recording option.



The options below will appear after the Teams link has been pasted into Meeting Link field. Next, decide on streaming and/or Event recording.
Screenshot: "Do you need to stream or record your event?" selection checkboxes.

Essential, Pro, and Suite-level subscribers have the option to record their Events. Also, Suite-level subscribers can elect to use EventBuilder Streaming in a no-download browser, allowing for scale and additional security. 

Note: EventBuilder Streaming and Recording are not available for Teams Live Event. You may record your Teams Live Event separately and upload to EventBuilder post-event.

Organizers who select streaming and/or recording should note that this functionality is dependent on the EventBuilder Bot. Be sure to admit the bot from any lobby into the presentation environment.

For non-streamed Microsoft Teams events, the following notification will appear regarding Attendee privacy interests:

Screenshot: Non-streamed Events privacy consideration alert. Transcript: "Non-streamed events deliver Attendees into Teams directory. Please consider Attendee privacy interests."

Image Text: Non-streamed events deliver attendees into Teams directly. Please consider Attendee privacy interests.


To preview a layout, select the 'Click to preview' link below each option. Click the radio button to choose your preferred Layout.

Organizers can choose from three Registration page layouts: Classic, Marquee, and Clean. Classic is set as the default. Organizers can change the layout even after publication if they wish.

Screenshot: Registration Layout options: Classic, Marquee, and Clean. Each has a 'click to preview' link below.

Event Title/Subtitle

Give your Event a Title, and, if desired, a Subtitle.

Screenshot: Event Title and Subtitle fields, with maximum character count (200) highlighted for each.

Event Title is a required field, with a maximum of 200 characters. Event Subtitle is optional, with the same 200-character limit. The Subtitle will appear on the Registration Page. In Streaming Mode or On-Demand Mode, the Subtitle appears in the Attendee Console as well.

Event Details

Next, provide Event details: Date, Time, Time Zone, Event Duration, Duration Display (minutes or hours), and choose if you would like to display the original Event date on the Registration page, after the Event is over. This setting can be changed at any time. 

Screenshot: Event details options, including date, time, time zone, duration, duration display, and original date display option/


To assign Event Management roles, click on the green '+' highlighted below:

Screenshot: Section for adding Presenters, Moderators, and/or Organizers.

The following window will appear, providing descriptions for each type of role available. To select a User already added to your Portal, enter a portion of their username in the Search field and the system will automatically display matches. 

Screenshot: Add Event User dialog. Image text on page.

Image text: There are 3 different Event Management roles that you can assign to your event. Below is a description of each.

Presenter: A Presenter is responsible for presenting the material and answering attendee questions. They have access to most in-session event features except the ability to start and stop the stream. They see the names of your registrants/attendees, the attendees’ responses to registration questions/polls, and all messaging activity during the live event. For in person events, they will see all data in the Registrant area. An EventBuilder subscription is not required to be assigned the role of Presenter.

Moderator: A Moderator has access to all in-session event features including starting and stopping the stream. They see the names of your registrants/attendees, the attendees’ responses to registration questions/polls, and all messaging activity during the live event. For in person events, they will see all data in the Registrant area. An EventBuilder subscription is not required to be assigned the role of Moderator.

Organizer: An Organizer can create Events and access all functions, including editing Events, access to all features on the Live Event Console, and the ability to pull reports. They will see all data associated with the event and all registrant/attendee data. An EventBuilder subscription on your portal is required to be assigned the role of Organizer.

Assigning someone a role of Presenter, Moderator, or Organizer will automatically send them an email with a link to join the event and an attached invitation to reserve time on their calendar. In addition to the duration of the event itself, the invitation reserves 30 minutes prior to event start time to allow the presentation team to prepare for the event and access all technologies.

If you would like assistance on event day, EventBuilder offers professional moderation services. Contact EventBuilder to learn more.

Click 'Select' to choose an existing User or click on the 'Create New' link. These actions open the Add Event User window where you can add User information.

Screenshot: Add Event User window - where Organizers can add Presenters/Moderators and their title, company photo, and bio, presenter social media and website profiles, and hosted/presented by to their Event.
If the User already exists on your Portal, the E-mail Address field will be pre-filled. Changes made by an Organizer to the User information in this area will only apply at the Event-level. You will be notified of this with the following confirmation window: 

Screenshot: Presenter/Moderator/Organizer edit confirmation dialog.Image text: Editing a Presenter, Moderator, or Organizer here will just edit them for this event. If you want to edit the Presenter, Moderator, or Organizer for all events going forward, please go to the Account directly. See your portal's Administrator for assistance.

If the User is new, Organizers will need to add the e-mail address where their User will receive Event access information.
Organizers can then add User details, including a photo and bio. The Bio area includes a full-featured HTML editor. 

Changes made to User information at the Event-level will only apply to the specific Event the User is added to. To make a Portal-wide update to a User's information, Administrators can access the User record from the Accounts option on the main navigation.

Below the HTML editor for Presenter Bio information on the Add Event User window, select the following options:

Screenshot: Presenter info dialog: Role, Display Presenter info on Reg Page checkbox, When to send access granted email dropdown, Label Text dropdown.

Role: Presenter, Moderator, or Organizer:Screenshot: Event Role drop-down menu.Display Presenter info on Reg Page: This option is helpful if your Event includes a Presenter who will attract Registrations.
When to send access granted email: Presenters/Moderators/Organizers receive an email with Event access information. Select when they receive their access email from the following: Send now, Send 1 hour before Event, Send now and 1 hour before Event, Do Not Send.

Screenshot: Access Granted email schedule options.

Presented/Hosted By/Facilitated By Label Text: If you have opted for your Presenter/Moderator/Organizer to be displayed on your Registration Page, select your preferred Label Text option from the dropdown menu:

Screenshot: Label Text dropdown menu displaying options: Presented By, Hosted By, and Facilitated By.

Social Media and Websites: Organizers can choose to add social media profiles and website information for Presenters. 

Screenshot: Dialog for adding social media icons/links to Presenter bio information.

From the dropdown menu, select the social media channel. Options are LinkedIn, Twitter, Yammer, Facebook, and Instagram. Paste the account holder's profile link in the field and click the green '+' sign to add. 

Screenshot: Social Media and Websites dialog. Shown: Platform icon, Name of platform, link, and Actions - trash icon.

The social media channel's default icon will display. You may also choose to upload your own icon:

Screenshot: "Upload your own icon" option shown and the Website Icon upload field highlighted.

Learn more about Presenter-Moderator Access

Click 'Save' to return to the main Schedule window.

You can add additional Event Users, reorder display, resend access emails, as well as edit or delete Event Users as needed:

Screenshot: List of Presenters/Moderators/Organizers attached to the Event, with the edit, delete, display order and add options highlighted.

Click 'Save & Continue'

Note: Once Organizers have completed the Event Details in the Schedule step, the foundation of the Event has been created. The Event build can be further customized, or Organizers can proceed with the default settings EventBuilder has created.

Training Video: Building Events - The Schedule Step

Next - Building Events: Setup - Options & Instructions