---
title: Creating an event
description: An event in Paragon allows you to schedule, track and bill your clients for time-based services. You can create an event from an order, from a purchase order, from a work order, from reservations, and
---

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August 25, 2025

# Creating an event

### Introduction

An event in Paragon allows you to schedule, track and bill your clients for time-based services. You can create an event from an order, from a purchase order, from a work order, from reservations, and manually.

Here, we'll walk you through how to create an event for all options.

#### **Open the event module**

Navigate to the **event** module through the **more** menu.

The **event** module will open. From here we can create, view, or modify an event.

![](https://support.paragon-erp.com/hs-fs/hubfs/Event%20module-jpg.jpeg?width=533&height=536&name=Event%20module-jpg.jpeg)

 

#### **Create an event**

To add a new event, click the **add** button on the top-left side of the screen.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn816ad746250b8e538cd101ca4582e74b4b5c18c51c3acee2e8c66e9517c5bb5a2375d4072802cd5c082633f2a1a1e0d6-1-1-1-3-1.png)

 

This will bring up the **create event from** window.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsncc9dc2d885dc6014a4960474b20b69b83ce8e93b8b3988db120f48e6c4e26813d768f17281457579fe900692243287f5-1-1-1-3-1.png)

 

#### **Create an event manually**

Select the** manual** tab.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn6856b1b47272c0c2e337a82494bdc411c49e4fa24b1093594deadf62962968ff797fdb0ea012a2edaec3bb65d7b6884a-1-1-1-3-1.png)

 

#### **Enter values manually**

The new **event** screen will be presented. All fields will be empty and ready for manual entry.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn5656a0b19fe1397cf3200910c7515d99510020189151678847125dd15441035f664fa831795b80dcb6b992259a8195d7-1-1-1-3-1.png)

 

When creating an event manually you are able to select an account for a customer, vendor or yourself. You have two options that you can use to do this. The first is the drop down that you access by clicking on the search field. This will show you companies in descending order of use.

 

 ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsnfd648068c19400f75eaee8a553556764ebb83c9bfdd093b826a79c674321cd1c586ff4e3a49f0361061cb450e606d38f-1-1-1-3-1.png)

Alternatively you can use the browse option next to the field which will display all companies alphabetically with a search option.

![](https://support.paragon-erp.com/hs-fs/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-49-43-5908-PM-1-1-3-1.png?width=60&height=19&name=DocsDisplay-Feb-02-2024-09-49-43-5908-PM-1-1-3-1.png)

 

 

 ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsncd3f894c3aa73b2e5e58039f2222f17f69c21f3d6b74bee561f7ed9b6b7e63b170ae3bd2ff03a438e0f9434213a1df3d-1-1-1-3-1.png)

Note that a value cannot be selected for the field **source** because a manual event is not created from any other source transaction.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn6856b1b47272c0c2e337a82494bdc411eee096d215cfd94f7b33e27254598a6469af52c85734097d3f0ed15daf6ddeca-1-1-1-3-1.png)

 

Ensure you click on the **save** button in the bottom-right corner of the screen.

![](https://support.paragon-erp.com/hs-fs/hubfs/Save%20event-jpg.jpeg?width=1632&height=876&name=Save%20event-jpg.jpeg)

 

#### **View your event from the calendar**

Access the **calendar** module from the **more** menu.

![](https://support.paragon-erp.com/hs-fs/hubfs/Calendar%20from%20more%20screen-jpg-1.jpeg?width=533&height=521&name=Calendar%20from%20more%20screen-jpg-1.jpeg)

You will see that the event has been added to the calendar on the correct date.

 

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-49-38-3424-PM-1-1-3-1.png)

#### **Create an event from an order**

In this case, make sure that **orders **is selected.

![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-01-07%20085142-png.png?width=670&height=298&name=Screenshot%202025-01-07%20085142-png.png)

Choose the order that you want to create an event for, and click on the **accept **check mark at the bottom right hand corner.

![](https://support.paragon-erp.com/hs-fs/hubfs/Event%20headings-jpg.jpeg?width=670&height=356&name=Event%20headings-jpg.jpeg)

Click the **edit **button in the top right hand corner of the screen, and fill in the header fields. In this case, the **source **and **event name **will populate automatically from the order.

Once you're done, click the **save** button at the bottom right hand corner of the screen.

#### There's no need to activate your event. Simply creating one puts it on the calendar.

#### **Create an event from a purchase order**

In this case, make sure that **purchase orders **is selected.

![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-01-07%20090413-png.png?width=670&height=297&name=Screenshot%202025-01-07%20090413-png.png)

Follow the instructions for creating an event manually or from a order to complete your event from a purchase order.

#### **Create an event from a work order**

In this case, make sure that **workorders **is selected.

![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-01-07%20090736-png.png?width=670&height=293&name=Screenshot%202025-01-07%20090736-png.png)

Follow the instructions for creating an event manually or from a order to complete your event from a work order.

#### **Create an event from reservations**

In this case, make sure that **reservations **is selected.

![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-01-07%20091037-png.png?width=670&height=297&name=Screenshot%202025-01-07%20091037-png.png)

Follow the instructions for creating an event manually or from a order to complete your event from a reservation.

#### **What's next?**

Learn more about the **[calendar](https://support.paragon-erp.com/accessing-the-calendar-in-paragon?hsLang=en)** module and how to configure it.

 

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