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Events
Plan and execute events, from scheduling and communication to staffing and invoice.
[Video Walkthrough] All About Events
How to Create a Timeline Template, apply it to an Event, and share with Clients
Creating event reminders
How to add custom fields to events
How to create a contract for an event and send to a client
How to manually create an Event
How to create or edit event types
Cancelling and archiving events
Adding an external calendar
Creating an event timeline
How to Bulk Assign Events to a Staff Member
How to Assign Staff to an Event
How to Add Vendors to an Event
How to add a location to an event
How to Add Mileage to an event and view mileage across all events
How to add an invoice to an event
How to view events by calendar or a list
How to create staff roles and permissions and assign roles to Staff members