Setting Up Preset Locations
Overview
Preset Locations save time when scheduling events at frequently used venues. Instead of typing the same address repeatedly, administrators can create a library of saved locations that event creators can select with a single click.
This is ideal for organisations with regular training rooms, office locations, or partner venues.
Pre-requisites
Before setting up preset locations:
You need appropriate admin permissions
The Events feature must be enabled for your company
Role Requirements
Action | Required Roles |
|---|---|
Create preset locations | Admin, Owner |
Edit preset locations | Admin, Owner |
Delete preset locations | Admin, Owner |
Use preset locations | Admin, Owner, Curator, Learning Designer |
Quick Start Guide
Navigate to Settings → Events in the sidebar
Find the Preset Locations section
Click Add Location
Enter the location name and address details
Save your preset
Creating a Preset Location
To add a new preset location:
Go to Settings → Events
Scroll to Preset Locations
Click Add Location
Enter:
Name – A friendly name for the location (e.g., "London Training Centre")
Address – The full address for Google Maps lookup
Additional details – Room numbers, floor, building wing, etc.
Click Save
💡 Tip: Use clear, descriptive names that will be recognisable to all event creators in your organisation.
Using Preset Locations in Events
When creating or editing an event session:
Select Preset Location as the location type
Choose from the dropdown of saved locations
The full address and details are automatically populated
Benefits of Preset Locations
Consistency – Same formatting across all events at that venue
Speed – No need to type or look up addresses
Accuracy – Reduces address entry errors
Convenience – One-click selection for common venues
Managing Preset Locations
Editing a Preset
Navigate to Settings → Events
Find the location in the list
Click Edit
Update the details
Save your changes
⚠️ Note: Editing a preset location does not automatically update existing events. Only new events will use the updated information.
Deleting a Preset
Navigate to Settings → Events
Find the location you want to remove
Click Delete
Confirm the deletion
⚠️ Warning: Deleting a preset location does not affect existing events that used it. Those events retain their location information.
FAQs
Can I import preset locations in bulk?
Currently, preset locations must be added individually through the Settings interface.
What happens if I delete a preset location?
Existing events using that location are not affected. The location simply won't be available for new events.
Can different companies in my group share preset locations?
Preset locations are company-specific. Each company needs to create their own presets.
Is there a limit to how many preset locations I can create?
There's no strict limit, but we recommend keeping the list manageable for easy selection.
Can I reorder preset locations?
Preset locations typically display alphabetically by name.
Troubleshooting
Issue | Solution |
|---|---|
Can't find Preset Locations settings | Verify you have Admin or Owner role. Check Settings → Events. |
Preset not appearing in event form | Ensure the preset was saved successfully. Refresh the event page. |
Address not displaying correctly | Edit the preset and verify the full address is entered correctly. |
Changed preset not reflected in events | Existing events are not updated when presets change. Edit those events directly. |