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