> 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

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="/files/XoZLu5Hb4zhACYUEjilp" 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="/pages/sQBbITklBmbykAatffuR">/pages/sQBbITklBmbykAatffuR</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="/pages/eaFYdGXq1cDzqxR0Q6eL">/pages/eaFYdGXq1cDzqxR0Q6eL</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="/pages/pVy9WT3TCRliibHBgFMP">/pages/pVy9WT3TCRliibHBgFMP</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="/pages/htu5LzQaq9GDQl8OBKl5">/pages/htu5LzQaq9GDQl8OBKl5</a></td></tr></tbody></table>


---

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