Accessing Event Types
To begin editing or creating event types:
Click the hamburger menu (☰) in the top left corner of any screen.
Scroll down and select Company Settings.
Click the Events tab at the top.
Scroll down to the Event Types section near the bottom of the page.
Note: It’s recommended that you create your calendars first before setting up event types. Event types are assigned to specific calendars and won’t function correctly without one. A linked video guide for creating calendars will be provided separately.
What Are Event Types?
An Event Type is a preset category of events used across your ProLine calendars. These allow you to:
Define default durations for events (e.g., 60-minute inspections)
Set buffer times
Assign calendar-specific defaults
Automate workflows through event triggers
Color-code events for easy visibility
You can create multiple event types per calendar, and there is no limit to how many you can add.
How to Add a New Event Type
Click the “New Event Type” button.
A pop-up window will appear to configure your new event type.
Fill in the following fields:
Event Type Name: Name of the event (ex: Inspection, Material Delivery, Office Meeting)
Default Calendar: Select the calendar where this event type will be used
Duration: Choose how long the event lasts
Buffer Before: Select the amount of time you want blocked before the event
Buffer After: Select the amount of time you want blocked before the event
Color Options: Assign a color for visual identification on the calendar
Click Save once you’ve filled in the event type details.
Managing Event Types
Once event types are created, you’ll see several icons to the right of the event title.
Star Icon: Marks the default event type used when creating new events across ProLine. Only one can be starred at a time.
Pencil Icon: When needing to edit an existing event type, clicking this button will have the same pop-up used to create an event where you can edit the selected options.
Gear Icon: Opens a new popup where it allows you edit the event triggers. (See below)
Trashcan Icon: Deletes the event type. (Note: You must assign a replacement type before deletion.)
Using Event Triggers
Click the gear icon next to any event type to open its Event Triggers. Triggers allow you to automate workflows when an event is scheduled. You can configure:
Stage Movement
Automatically move the project to a specific pipeline stage when the event is scheduled.
Example: If the event type is Inspection, you can have the project move to the Appointment Scheduled stage.
Start Campaigns
Trigger a campaign (automated messages) when the event is booked.
Example: A Pre-Appointment Reminder campaign can start as soon as an inspection is scheduled.
You can use one or both triggers per event type.