Add the BT Event Scheduler Component to the Event Record

Complete the steps below to add Messaging’s Communication tab to your Event object.

1. Open an Event record.
2. Click the Gear icon.
3. Click Edit Page.
   
4. Click the “More” tab in the Event page layout.
   
5. Click Add Tab.
   
6. Click the new tab and select Tab Label = “Custom”.
7. Enter Custom Label = “Communication”.
   
8. Click Done.
9. Move the Communication tab to the top of the Tabs list so First Tab = “Communications”.
10. Set Default Tab = “First Tab.”
11. In the left navigation pane under Components, search for “BT Event Scheduler.”
12. Click and drag the BT Event Scheduler component to the Communication tab.
    
13. Click Save.
14. Click Activate.
15. Click the App Default tab.
16. Click Assign as App Default.
    
17. Select “Events (Admin)” and “Events (Planner)”.
18. Click Next.
19. On the Assign Form Factor screen, choose your preferred platform, and click Next.
    
20. If everything looks okay on the Review Assignments screen, click Save.
21. Click Save.
22. Return to the Event record page.
    

To watch a video of the process, click here.