Learn the essentials of Releventful, set up your account, and get comfortable navigating the platform.
Learn how to set up and use Rae to assist with sales, workflows, business insights, and everyday tasks in Releventful.
Learn how to capture and manage leads, communicate with prospects, move opportunities through your sales process, and turn inquiries into booked events.
Learn how to create, organize, and manage events, including client details, team assignments, locations, timelines, documents, and event statuses.
Learn how to create, customize, test, and troubleshoot automated workflows that manage communication, tasks, and key actions throughout the client journey.
Learn how to create and manage portal templates, client access, planning tasks, forms, files, and communication throughout the client experience.
Learn how to manage your team in Releventful, including employee access, roles, permissions, notifications, scheduling, availability, and event information.
Learn how to manage appointments, availability, calendar connections, and tour scheduling in Releventful while helping prevent scheduling conflicts.
Learn how to set up and use Website Chat to engage website visitors, capture and qualify leads, book appointments, and manage new inquiries in Releventful.
Learn how to manage the complete booking process in Releventful, from creating proposals and contracts to collecting signatures, setting booking rules, and confirming booked events.
Learn how to create and manage invoices, payment schedules, client payments, reminders, refunds, and Releventful Payments from billing through deposit.
Learn how to set up and manage your services and pricing in Releventful, including packages, add-ons, taxes, service charges, and revenue reporting.
Learn how to use Releventful reports and insights to track leads, sales, revenue, payments, taxes, and services while customizing, filtering, saving, and exporting the data you need.
Discover how Releventful helps event businesses manage leads, bookings, client planning, payments, workflows, and event services in one connected platform.
Learn how to set up, customize, test, publish, and manage Rae Website Chat to engage website visitors, capture leads, book appointments, and manage conversations in Rae Inbox.
Releventful's latest release notes and history.