Accessing Event Tools and Moving Between Events

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. 

These tools include:

• Attendee Management Tools: Event Registration (registration events only), Orders & Ticket Sales (registration events only), Attendee List (RSVP events only), Event Webpage, Floorplans and Check-In tools
• 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, Food & Beverage (Venue accounts only) and Banquet Event Orders (Venue accounts only)

You can also access tools inside of Events and/or easily move between Events by:

• Clicking on the name of the tool in the dropdown heading (under the Event name at the top of the page)
• Using the "Switch Event" feature in the top right corner of the Event Dashboard