Accessing Event Tools and Moving Between Events

Located in 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), 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 easily move between Events by:

  • Adding and using the "Quick Launch" panel on the home page of your account.
  • Using the "Switch Event/Tool" feature in the top right corner of the Event Dashboard and each Event tool.

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