Managing Your Event Details
The event edit screen has the following sections
Event Info
This has the main event information like the event dates and times, event status, event type, room, venue (i.e. the event location), event booking details, and custom fields.
💡Pro Tip: you can customize the custom fields in the settings by clicking the Settings button in the side navigation, then go to Business Setup, Custom Fields Setup.
Event Contacts
Here you can add more people to your event. To add additional contacts, click on the Manage Contacts button to choose the type of contacts you need to add.
Additional Clients - if you have more than one client, you can add the additional client here.
ℹ️ Note: when Invoicing the client - only one client can be assigned to the invoice for payment and signing the contract.
Event Contacts - if you have additional businesses, vendors, or people that need access to the portal, they will be added as a an event contact.
Employees - you can manage which employees have access to the portal here.
ℹ️ Note: you can schedule your employees without giving them access to the portal. Learn more about employee scheduling.
💡Pro Tip: if you have a set team that always needs access to all event portals, you can manage that by clicking on Settings button in the side navigation, then go to Event Settings, Portal Team Default.
Invoices
Here you can add multiple invoices and view all invoice payments.
Sales Pipeline
Here you can add Sales details, change the Sales Rep, and add an Estimated Event Cost.
Scheduling
Here you can schedule your employees or staff for the event.
Accounting Entries
Here you can add credit/debit entries to the event.