Use this document as your personal checklist to get the most out of your Releventful account. We know how amazing event professionals are and how they love to be organized – so we created this for you!

Take this list at your pace, we’ll start with the basics of getting some important things set up in your account and then move into more advanced topics like how to automate your business and how to use the power of Releventful to simplify your day-to-day.

Let’s get started!

Step 1: The Basics

Set Up Your Business Brand

Choose your brand colors, add your logo & more.

Set Up Your Time Zone and Date Preferences

Make sure all the dates, times, and other region-specific info is set for your business.

Step 2: Getting Ready to Sell Your Product

Set Up Your Tax Rates

Set Up Your Packages & Add-Ons

Design Your Proposal Templates

Create Your First Invoice

Step 3: Set Up Your Website Lead Form

Automatically send your new leads into Releventful from your website.

Step 4: Automate Your Business

Learn how to make Releventful work for you – from setting up email campaigns for your new leads to automatically requesting your clients to fill out planning forms. It’s all here.

After Onboarding

Add Your Employees to Your Account

Set Up Employee Scheduling

Connect Your Apps with Zapier

Learn More

Releventful’s Client & Vendor Portal

Did this answer your question?