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Events
Q124 Product Release
Getting Started
Brand & Application Settings
Leads
Clients
Events
Booking & Scheduling
Services, Products & Packages
Invoices
Proposals
Projects
E-mail Templates
Staff Roles & Permissions
Contracts
Step-by-Step Guide
Questionnaires
Vendors & Locations
Tasks & Workflows
Money & Finances
Workshops
Sharing
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Academy & Support Center
Events
Q124 Product Release
Getting Started
Brand & Application Settings
Leads
Clients
Events
Booking & Scheduling
Services, Products & Packages
Invoices
Proposals
Projects
E-mail Templates
Staff Roles & Permissions
Contracts
Step-by-Step Guide
Questionnaires
Vendors & Locations
Tasks & Workflows
Money & Finances
Workshops
Sharing
Events
Plan and execute events, from scheduling and communication to staffing and invoice.
[Video Walkthrough] All About Events
How to manually create an Event
How to create or edit event types
How to create staff roles and permissions and assign roles to Staff members
How to Assign Staff to an Event
Creating an event timeline
Creating event reminders
How to Create a Timeline Template, apply it to an Event, and share with Clients
How to add custom fields to events
How to view events by calendar or a list
How to create a contract for an event and send to a client
How to add an invoice to an event
How to Add Mileage to event and view mileage across all events
How to add a location to an event
How to Add Vendors to an Event
Adding an external calendar
How to Bulk Assign Events to a Staff Member
Cancelling and archiving events