Events
The event window: stages, sections, tasks and everything attached to a booking.
- Create an eventAdd an event from the New event window or the Calendar, choose its stage, room and package, use a template and know what the Free plan counts.
- The event window: tabs, editing and sharingFind your way around an open event: the header, the Overview, the More menu, Edit event and Save changes, Share links and deleting an event.
- Hold a date, release it, and cancel an eventUse the hold bar on a tentative date to give the client more time or release it, and understand what the Cancelled stage does and does not do.
- The calendar, blocked dates and double bookingsRead the shared calendar, share the public calendar, close dates with Block dates, add a calendar feed to Google, and see how clashes are checked.
- Tasks, timeline, staffing and requirementsTrack an event’s to-dos, key milestones, detailed schedule, staff and equipment lists, requirements and internal notes inside the event window.
- Final guest count and capacityAsk your client to confirm a final guest count by a deadline, see when it locks, and track capacity for an event.
- Today and the quick searchUse the Today screen for what is on and what needs you, and Ctrl K to jump to an event, form, layout, menu or BEO.