Account-Level Tools and Settings
Account, Subscription and Packages
System Access and User Group Permissions
Customizing Your Account
- Overview - How Can I Customize My Account
- Uploading/Displaying Your Organization's Logo and Home Page Branding
- Customizing the Email Headers/Footers for Emails Sent From Your Account
- Customing the Reply-To Email Addresses and Email Sender "From" Line
- Customizing Default Email Messages
- Customizing the Layout of Downloadable PDFs
Tags
Venues and Spaces/Rooms
- Overview - How Do Venues and Spaces/Rooms Work
- Adding/Managing Venue Locations in Your Account
- Adding/Managing Spaces/Rooms in Your Account
- Adding Venue Images to a Venue Listing
- Assigning Venues and Spaces/Rooms to Events and Leads
- Viewing Venue and Space/Room Assignments on the Calendar
Templates
- Overview - How Do Templates Work
- Creating/Using Budget Templates
- Creating/Using Checklist Templates
- Creating/Using Contract Templates
- Creating/Using Floorplan Templates
- Creating/Using Forms Builder Templates
Contacts
- Overview - How Do Contacts Work
- Using the Filter/Search Feature for Contacts
- Adding a New Contact
- Importing Contacts From a File
- Importing Contacts From Another Application
- Granting Contacts Access to Your Account
Dashboards and Reports
Events and Leads
Events
- Overview - How Do Events Work
- Accessing Event Tools and Moving Between Events
- Adding a New Event
- Attendee Management - Registration vs. RSVP
- Adding/Editing an Event Date/Time
- Assigning Venues and Spaces/Rooms to Events
Leads
- Overview - How Do Leads Work
- Adding a New Lead
- Converting a Lead to an Event
- Adding/Editing a Tentative Event Date/Time to a Lead
- Assigning Venues and Spaces/Rooms to Leads
- Assigning Contacts to Leads
Registration and Ticketing (Attendee Management)
Overview
Event Branding & Point-of-Contact
Checkout Options
- Managing Checkout Settings
- How Ticket Processing/Service Fees Work
- Setting Up to Accept Refunds for Registrations
- Setting Up Checkout Time Limit for Registrations
- Allowing Ticket Buyers to Edit Ticket Information
- Allowing Ticket Buyers to Transfer Tickets/Registrations
Tickets and Ticket Setup
- About Setting Up and Managing Tickets
- Adding Tickets to the Checkout Form
- Adding/Managing Ticket Pricing and Sale Dates
- Pausing the Sale of a Ticket
- Managing Ticket Settings
- About Collecting Information for Attendees Via the Checkout Form
Payment Processing for Registrations/Tickets
Discount Codes for Registration/Ticketing
Attendee List (for Registrations)
- Overview - How the Attendee List for Registrations Works
- Viewing/Managing Individual Attendees
- Viewing/Managing Attendees' Responses to Custom Questions
- Downloading Attendee Lists and Name Badges for Registered Attendees
- Downloading Files Uploaded by Attendees (via the Checkout Form)
- Viewing/Managing Waitlists for Tickets
Orders / Order Tracking (for Registrations)
Check-In Tool
RSVPs (Attendee Management)
Attendee List & RSVP Management
- Overview - How Does the Attendee List Work
- Adding/Managing RSVP Pools
- Adding Attendees to the Attendee List
- Editing/Managing Attendee Information
- Grouping Attendees Together
- Adding Plus Ones to Attendees
Event Promotion & Communciations
Event Websites
- Overview - How Do Event Websites Work
- Managing Website Status
- Managing the Website URL/Address
- Managing Password Protection
- Managing Event Website Fonts
- Managing Contact Email
Floorplans & Event Layout
Overview & General Usage
- Overview - How Do Floorplans Work
- Adding/Managing Floorplans
- Importing a Floorplan Template
- Managing View Options
- Uploading/Scaling a Background Image/Diagram
- Downloading PDFs of Floorplans and Seating Arrangements
Working With Floorplan Elements
- Adding/Using/Moving Floorplan Elements
- Duplicating Floorplan Elements
- Rotating Floorplan Elements
- Using Round Tables
- Using Rectangular Tables
- Using Square Tables
Productivity Tools
To-Do's / Task Manager
Calendars
- Overview - How Do Calendars Work
- Getting Around the Calendars Tool
- Adding an Appointment to the Calendar
- Adding To-Do's Via the Calendar
- Adding a Personal Sub-Calendar
- Adding an Event Sub-Calendar
Itineraries
- Overview - How Do Itineraries Work
- Adding/Managing an Itinerary Item
- Importing an Itinerary Template
- Adding/Using Itinerary Categories and Viewing Category Itineraries
- Assigning Vendors to Itinerary Items and Viewing/Downloading Vendor Itineraries
- Assigning Contacts to Itinerary Items and Viewing/Downloading Contact Itineraries
Worksheets
File Storage / Sharing
Checklists
Financial and Business Tools
Budgets
- Overview - How Do Budgets Work
- Adding/Managing Budget Line Items
- Adding/Managing Budget Categories
- Creating/Managing Budget Counts
- Managing Line Items in Batches with Checkboxes
- Assigning Line Item Managers and Vendors to Budget Line Items
Invoices and Payments
- Overview - How Do Invoices Work
- Adding a New Invoice
- Creating an Invoice from a Proposal
- Linking an Invoice to an Event
- Adding an Invoice Line Item
- Adding an Invoice Payment
Proposals
- Overview - How Do Proposals Work
- Adding a New Proposal
- Linking a Proposal to an Event
- Adding a Proposal Line Item
- Adding an Image to a Proposal Line Item
- Importing a Line Item Template into a Proposal
Contracts and Electronic Signatures
Collaboration Tools
Forms Builder
- Overview - How Does the Forms Builder Work
- Adding a New Form
- Adding Questions/Form Items
- Importing a Forms Builder Template Into a New Form
- Collecting Responses to a Form
- Editing the Responses to a Form