> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/operations/events-and-calendar/how-to-create-an-event.md).

# Create a Sales Event

Schedule estimate appointments, site visits, and meetings in PaintScout with automatic confirmation emails and calendar integration.

Sales events help you schedule estimates, meetings, and other activities for your team. You can create a new event from several places in PaintScout.

{% hint style="danger" %}
**Important:** this feature requires the paid **Operations add-on.**
{% endhint %}

***

## Creating a Sales Event

1. Click the **+New Event** button.
2. Select the **event type.**
3. Select which **deal** the event is associated with.
4. Enter the **location** of the event.
   * The location auto-fills with the deal address. If none exists, it uses the contact address.
5. Add a **description** about the sales event.
6. Select the **Schedule User** button to assign someone on your team.
7. Select who the event is scheduled for and the **duration.**
8. Pick a **time slot** on the calendar.

{% hint style="info" %}
**Pro tip:** When scheduling a day and time, look at the map to see where your teammate will be throughout the day so you can schedule sales events that are geographically close to one another.
{% endhint %}

<figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-b89c6c7e1532b15b19776232f39b17a3a80639f4%2FZight%20Recording%202026-05-09%20at%2008.36.28%20PM.gif?alt=media" alt=""><figcaption></figcaption></figure>

***

## Confirmation Email

When saving a sales event, you’ll see the **Add & Send** dialog:

* Choose to send a confirmation email to the customer.
  * This email will include a link to add the event to their **iCal** or **Google Calendar**.
* Once confirmed, the event appears on the Calendar (Day, Week, and Month views).

[Event Email Templates](/support/operations/events-and-calendar/event-email-templates.md)

&#x20;&#x20;

## Related articles

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Introduction to Sales Events</strong></td><td>Learn about sales events in PaintScout including calendar views, map visualization, scheduling appointments, and managing your team's schedule.</td><td><a href="/support/operations/events-and-calendar/introduction-to-events.md">Introduction to Sales Events</a></td></tr><tr><td><strong>Event Types</strong></td><td>Create and customize sales event types like estimates, site visits, and meetings to categorize your appointments.</td><td><a href="/support/operations/events-and-calendar/event-types.md">Event Types</a></td></tr><tr><td><strong>Edit or Reschedule a Sales Event</strong></td><td>Edit event details, reschedule appointments, and reassign sales events to different team members in PaintScout.</td><td><a href="/support/operations/events-and-calendar/how-to-edit-or-reschedule-an-event.md">Edit or Reschedule a Sales Event</a></td></tr><tr><td><strong>Cancel a Sales Event</strong></td><td>Learn how to cancel scheduled sales events and estimate appointments in PaintScout while keeping activity history intact.</td><td><a href="/support/operations/events-and-calendar/how-to-cancel-an-event.md">Cancel a Sales Event</a></td></tr></tbody></table>


---

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