FAQs in this section
How do I create an Event?
How do I create an Event from a Deal?
How do I invite users to an event?
What are onsite events?
What is an Event?
How do I delete an Event?
How do I set up reminders for my events?
How to send an invite for an Event?
How do I create a Google Meet event type?
What are Recurring Events?
How do I create a recurring event?
What are the default event types available in Vtiger CRM?
How do I create custom event types in the CRM?
How do I merge Events?
How do I enable recording and transcripts in Microsoft Teams?
How do I enable recording and transcripts in Vtiger CRM?
How do I resolve authentication issues with Google, Jio, Teams, Webex, or Zoom in Events?
What steps should I follow to set up duplicate prevention for Events?
Why do I get an error message when setting up a new meeting in Events?
Why am I receiving multiple event confirmation emails from Vtiger?
What actions can I perform in an Event record?
Can I invite someone who is not already a Contact in my CRM to an event?
Can I send event invites using just an email address?
What happens if I type a name that isn’t in the system while creating an event?
Why do I see this error message while creating a Teams Meeting event - Invalid credentials. Revoke access and add again?
How do I integrate Microsoft Teams with Vtiger CRM?
Where can I schedule a Microsoft Teams meeting from in Vtiger?
How do I send a Teams meeting link from a Contact record?
How do I send a Teams meeting link from a Deal record?
How do I track responses from Teams meeting participants in CRM?
Is the Teams meeting recording stored in the Vitger CRM?
Can Teams meetings in CRM sync with Google Calendar?
How do I install the Conference Add-on?
How do I set up a Conference provider in Vtiger?
How do I schedule a Conference from the Events module?
How do I Schedule a Conference from the Contact module?
How do I schedule a Conference from the Deal Module?
How do I schedule a conference from Live Chat?
How do I revoke access to a conference provider in Vtiger CRM?
How do I uninstall the Conference Add-on?
How do I fix missing events after syncing my calendar with Teams?

How do I use onsite events?

When you set Activity Type as Onsite Meeting or Onsite Service, you must specify the location of the event in the Location field. You can check in to an onsite event by using Vtiger 360 - Vtiger CRM’s mobile app.

Follow these steps to check in to an onsite event:
1. Open Vtiger 360.
2. Use the Calendar icon displayed in the horizontal bar at the bottom to go to Events.
3. Select a date to see the events scheduled on that date.
4. Open the event record to check-in.
5. Click Check-in. (Make sure that Location is turned-on on your phone)

Follow these steps to check out of an onsite event:
1. Open Vtiger 360.
2. Use the Calendar icon displayed in the horizontal bar at the bottom to go to Events.
3. Select a date and select an event scheduled on that date.
4. Open the event record to check out.
5. Click Check-out.
6. Add a comment on the event record.
7. Click Post.
In the event record’s Deep Dive View, you can check the check-in and check-out details under the Check-in Info block.
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