Setting Up Preset Locations

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

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

  1. Navigate to SettingsEvents in the sidebar

  2. Find the Preset Locations section

  3. Click Add Location

  4. Enter the location name and address details

  5. Save your preset


Creating a Preset Location

To add a new preset location:

  1. Go to SettingsEvents

  2. Scroll to Preset Locations

  3. Click Add Location

  4. 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.

  5. 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:

  1. Select Preset Location as the location type

  2. Choose from the dropdown of saved locations

  3. 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

  1. Navigate to SettingsEvents

  2. Find the location in the list

  3. Click Edit

  4. Update the details

  5. 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

  1. Navigate to SettingsEvents

  2. Find the location you want to remove

  3. Click Delete

  4. 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

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.