Create Custom Rule Sets for Event Automation

The Custom Rule Sets feature makes scheduling series of related Events simple and efficient. This video reviews how to set up Rule Sets to determine the relationship between Trigger Events and Related Events, so you can automatically schedule those Related Events when creating the Trigger Event. This feature is a helpful time saver, and ensures consistency in Event creation for companies in any industry.

The videos below offer individual breakdowns of each aspect of Custom Rule Sets reviewed in the video above. They provide a general overview, before moving into setup, and finally using the feature to automatically schedule Events.

Custom Rule Sets Overview

Add a Rule Set

Add a Rule

Apply a Holiday Calendar

Bulk Import Rule Sets

Apply a Rule and Create Events