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
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