Accessing Event Tools and Moving Between Events

Located inside each Event Dashboard are a variety of tools you can use to manage all your details for each Event. You can view these tools by clicking on the "Tools" link in the left subnavigation menu.

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.
  • Using the "Quick Launch" panel on the home page of your account.

Video Tip- Go to the 2:00 mark in the video below for Event tool navigation tips.

Have more questions? Submit a request

0 Comments

Article is closed for comments.