Events
Plan and execute events, from scheduling and communication to staffing and invoice.
By Maria1 author18 articles
- [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