--- title: "Create, Edit, or Delete an Event" slug: "create-edit-or-delete-an-event" updated: 2025-10-30T21:48:49Z published: 2025-10-30T21:48:49Z canonical: "docs.restaurant365.com/create-edit-or-delete-an-event" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Create, Edit, or Delete an Event An [event](/doc/docs/manager-tools-events) can be created from any page in R365 where events are displayed. Events can be created in bulk through an [event import template](/doc/docs/import-events). > This article reviews creating events through the web version of R365. For steps to create an event through the R365 Mobile app, refer to the [Mobile Add an Event article](/doc/docs/mobile-add-an-event). --- ## Security Users must have the following permission(s) to create, edit, or delete events. - Labor → Events → Create Events - Labor → Events → Edit Events - Labor → Events → Delete Events These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## How to Create an Event (Video) [Embedded content](https://player.vimeo.com/video/1008084581?h=1fc23257e2&amp) --- ## Create an Event Step-By-Step Follow these steps to create an [event](/doc/docs/event-details): *Click steps to expand for additional information and images.* ****1)** Navigate to the [Scheduling Calendar](/doc/docs/schedule-calendar), [Manager Tools page](/doc/docs/manager-tools), [DSS](/doc/docs/daily-sales-summary), [Forecasting page](/doc/docs/forecasting), or [Operations Overview Dashboard](/doc/docs/operations-overview-page).** Events can be created from all pages where events are displayed. ****2)** Click the **Create**, **Events**, or **Add Event** button in the Events section of the selected page:** **Manager Tools Page** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-E00EJTRT.png) **Forecasting** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PE0HBYQ4.png) **Daily Sales Summary** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HQQ6V9BH.png) **Classic Daily Sales Summary** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VR4LXFIU.png) **Operations Overview Dashboard** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5DPXGQ95.png) **3) **Name** the event.** The name will be displayed throughout R365 where events are displayed. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BORTMLKR.png) ****4)** Open the **Category** dropdown menu, then select a **subcategory** for the event.** Only subcategories can be assigned. Learn about [managing event categories](/doc/docs/manage-event-categories). **a** - Click on a **category** to expand subcategories. **b** - Select the desired **subcategory.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GMRKE2LK.png) ****5)** Assign one or more **locations**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-91ZZ58L7.png) ****6)** Enter a **description** (optional)** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EVK6CAWK.png) The description will be viewable in event previews throughout R365. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZQDTB0DE.png) ****7)** If the location is **closed** as a result of this event, **check** the **Mark As Closed** checkbox. [Learn more about creating one-off and partial closed business day events.](/doc/docs/create-a-full-or-partial-closed-business-day-event)** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZODY9K9B.png) ****8)** If the event is for a limited number of hours, **turn off** the **All Day toggle**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-21SUYUX2.png) ****9)** Update the **start and end dates** for the event. If the event is for a limited number of hours, enter the **start and end times**.** For all day events, the event will apply to all hours of the selected [business day(s)](/doc/docs/start-of-day-overview). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2ITC7CNQ.png) For events with limited hours, the event will span all hours between the start time of the first day and the end time of the second day. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YGBX2MHG.png) ****10)** Upload **attachments** (*optional*).** Attachments can be uploaded by dragging a file into the attachment area, or by clicking the + button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M3IUBACK.png) Learn more about working with [attachments](/doc/docs/attachment-viewer). ****11)** Click **Create** in the header**.**** Check the Create Another checkbox to open a blank event form once the current event is created. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HJSUADDI.png) --- ## Edit an Event Follow these steps to edit an [event](/doc/docs/event-details): *Click steps to expand for additional information and images.* ****1)** Navigate to the [Scheduling Calendar](/doc/docs/schedule-calendar), [Manager Tools Events tab](/doc/docs/events-tab), [DSS](/doc/docs/daily-sales-summary), [Forecasting page](/doc/docs/forecasting), or [Operations Overview Dashboard](/doc/docs/operations-overview-page).** An events details can be opened all pages where events are displayed. ****2)** Click the **desired event** to open the [event details](/doc/docs/event-details).** ****Events tab** of the Manager Tools Page** Click the **row** for the desired event. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OZD2EIKH.png) ****Scheduling**** Click desired **event.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9S33YD4I.png) OR Click **View Event** when viewing the event preview. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-X885PNVL.png) ****Forecasting**** Click desired **event.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LAI8Z5Z4.png) OR Click **View Event** when viewing the event preview. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7UQED68B.png) ****Daily Sales Summary**** Click **View Event** for the desired event. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NR7YWR2X.png) ****Operations Overview Dashboard**** Select the Events tab of the Logbook widget, then click **View Event** for the desired event. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MB0AKTCZ.png) ****3)** **Edit** the desired details.** All of an [event’s details](/doc/docs/event-details) can be edited. > [!NOTE] > To edit an event, a user must have access to **all** of the event's assigned locations. If a user has access to only one of multiple locations listed on an event, the event will be **read-only**, and the user will not be able to edit the event details. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8ME9ZKI3.png) ****4)** **Save**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LA0GXSL3.png) --- ## Delete an Event Follow these steps to delete an [event](/doc/docs/event-details): *Click steps to expand for additional information and images.* ****1)** Navigate to the [Scheduling Calendar](/doc/docs/schedule-calendar), [Manager Tools Events tab](/doc/docs/events-tab), [DSS](/doc/docs/daily-sales-summary), [Forecasting page](/doc/docs/forecasting), or [Operations Overview Dashboard](/doc/docs/operations-overview-page).** An events details can be opened all pages where events are displayed. ****2)** Click the **desired event** to open the [event details](/doc/docs/event-details).** ****Events tab** of the Manager Tools Page** Click the **row** for the desired event. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OZD2EIKH.png) ****Scheduling**** Click desired **event.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9S33YD4I.png) OR Click **View Event** when viewing the event preview. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-X885PNVL.png) ****Forecasting**** Click desired **event.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LAI8Z5Z4.png) OR Click **View Event** when viewing the event preview. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7UQED68B.png) ****Daily Sales Summary**** Click **View Event** for the desired event. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NR7YWR2X.png) ****Operations Overview Dashboard**** Select the Events tab of the Logbook widget, then click **View Event** for the desired event. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MB0AKTCZ.png) ****3)** Click the **trashcan** button** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-657YACYU.png) ****4)** Click **Delete** to confirm that the event should be deleted. This action **cannot** be undone.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HX1KKM4Z.png)