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. 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.
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