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Getting Started

Learn the essentials of Releventful, set up your account, and get comfortable navigating the platform.

3 authors4 articles
Rae

Learn how to set up and use Rae to assist with sales, workflows, business insights, and everyday tasks in Releventful.

1 author1 article
Leads & Sales

Learn how to capture and manage leads, communicate with prospects, move opportunities through your sales process, and turn inquiries into booked events.

1 author13 articles
Portal Templates Client Portal

Learn how to create and manage portal templates, client access, planning tasks, forms, files, and communication throughout the client experience.

1 author8 articles
Staff Employee Management

Learn how to manage your team in Releventful, including employee access, roles, permissions, notifications, scheduling, availability, and event information.

1 author5 articles
Appointments & Calendars

Learn how to manage appointments, availability, calendar connections, and tour scheduling in Releventful while helping prevent scheduling conflicts.

1 author1 article
Invoicing & Payments

Learn how to create and manage invoices, payment schedules, client payments, reminders, refunds, and Releventful Payments from billing through deposit.

2 authors4 articles
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.

1 author1 article
Discover Releventful

Discover how Releventful helps event businesses manage leads, bookings, client planning, payments, workflows, and event services in one connected platform.

2 authors9 articles
Rae Website Chat

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.

1 author1 article
What's New

Releventful's latest release notes and history.

1 author1 article