When you add an event, you can set its schedule, Event Type, who is attending, and its name.
You can set Event Types in Settings › Event Types.
In the example above, I can create an automation that, upon booking a Wedding client, I create an unscheduled (to be determined) Engagement Session. The contacts that are marked as clients are attending and the name of the event is “E-Session”.
- Automatically add a sales meeting for 5 days after the primary session. Attendees include “Clients and Team Members” and call it “Ordering Session”.
- Automatically add a call to the schedule one month before Wedding date and call it “Wedding Prep Call”