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Create a new event request

Create a new event request


Creating a new event request is used to reserve the vehicles for the event. The operators must approve your request for vehicles to be delivered to the event.

 

Before you start, you will need to know:

  1. Dates Note: Vehicle delivery date, and return pick-up date.
  1. Dealer/Client name, code, or group
  1. Delivery Address Delivery address is a location where the vehicles need to be delivered too. This can but doesn’t have to be the same as the event address. Each dealer has a list of saved vehicle delivery locations.
  1. Event Type
  1. Contact for the event
 

How to create a new request:

  1. Navigate to the timeline
  1. In the bottom right corner of the screen click on the “+” sign to start a new request process
  1. Select the dates. There are 2 ways to select the dates:
    1. Hover over the timeline, and select the date range by clicking on the timeline
      1. Notion image
         
    2. Click on the dates portion of the “New Request” window and select the dates from the calendar
      1. Notion image
         
  1. Select vehicles from the list of available vehicles on the timeline
      • Note: Available vehicles have a purple outline
  1. Click on “Start Request” in theNew Request” window
  1. Enter all the mandatory fields:
      • Event Name
      • Delivery Address
        • 💡
          Note: If you clicked on the Dealer address in the dealer/client search, the delivery address will be auto-populated, otherwise use address input to find the delivery address.
      • Event Type
        • Select one option from the “Event Type” dropdown menu
      • Contacts
        • Every dealer has a list of saved contacts. Choose at least one contact from the list. Note: If the contact is not on the list you will need to add a contact
  1. Click “Create Event”
 
 
 

After you create a request, an e-mail confirmation will be sent to your e-mail. You can see your event request on the timeline and you will receive an email once the event is approved!