Video Tip- Go to the 3:07 mark in the video below for Event tool navigation tips.
Located inside each Event Dashboard are a variety of tools you can use to manage all your details for each Event. You can access these tools by clicking on them in list of tools under the "Overview & Tools" header.
These tools include:
- Attendee Management Tools - Event Registration (registration events only), Attendees & Orders (registration events only), Guest List (RSVP events only), Event Website, Floorplans and Check-In
- Productivity Tools - To-Do's, Itinerary, Files, Worksheets, Checklists and Appointments
- Financial Tools - Budget, Proposals and Invoices
- Collaboration Tools - Forms Builder, Vision Board and Message Board
- Additional Tools - Contracts, Notes and Time Tracking
You can also access tools inside of Events and/or easily move between Events by:
- Clicking on the name of the tool in the Tool Name Dropdown heading (under the Event name at the top of the page) to navigate among tools in the Event.
- Using the "Switch Event" feature in the top right corner of the Event Dashboard and each Event tool.