Releventful

Set up the essentials, add your team, and test a sample client journey before working with real inquiries.

Getting Started with Releventful

Learn how to navigate Releventful and quickly find the tools you need for leads, events, planning, and daily tasks.

Understanding the Main Areas of Releventful

Set your account’s time zone, date format, and business details to ensure accurate scheduling and client-facing information.

Setting Up Your Releventful Account

Set up and verify your business brand details to ensure accurate information appears across client-facing documents and portals.

Setting Up Your Business Brand

Set up and manage multiple business brands to keep client information, team access, and events organized.

Setting Up Releventful for Multiple Brands

Set up employee accounts with the right roles, brand access, permissions, and notification preferences.

Adding and Managing Employees

Set employee permissions to give each team member the right level of access for their role and responsibilities.

Setting Up Employee Roles and Permissions

Configure employee notifications so each team member receives the alerts most relevant to their role and responsibilities.

Setting Up Employee Notification Preferences

Test a complete client journey to confirm your account, workflows, team access, communications, and payments are ready for real clients.

Preparing Your Account to Go Live

Releventful is hosted on an Amazon Web Services (AWS) server to ensure uptime and the protection of your data and privacy.

The Releventful Data Protection Policy

Refer a friend to Releventful and start earning!

Releventful's Affiliate Program FAQ

What to expect during the onboarding and implementation process.

Onboarding & Implementation Assistance

An overview of when product fixes and improvements are implemented.

Product Fixes & Improvements Schedule

Information on real-time updates, system health, and scheduled maintenance.

Live Platform Status & Maintenance

The Releventful Feature Request Process

How to submit an issue to our support team for investigation

Chat Support Expectations

Work with Releventful to import your data from a prior CRM

Import Existing Data into Your Releventful Account

Instructions for cancelling or deleting your Releventful account.

Cancelling Your Account

A "Do's and Don'ts" guide to using HTML within Releventful email templates.

HTML Email Guide

Releventful Support

Naomi Sherman

Erin Pender

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

Getting Started

Releventful has partnered with Zapier to enable you to connect with thousands of applications you use every day.

Connecting Your Apps with Zapier

Create a calendar showing clients your availability using Google Calendar and Zapier.

How to Create an Availability Calendar with Google and Zapier

Follow our setup guide to connect your Releventful account to Xero to sync all invoices and payments into your accounting software.

Xero Integration Setup

Learn how to connect your Prismm account to Releventful and embed floor plans in invoices, event To-Dos, and proposal templates.

Connect and Use Prismm Floor Plans in Releventful

Learn how to connect your Cvent account to Releventful and embed floor plans in invoices, event To-Dos, and proposal templates.

Connect and Use Cvent Event Diagrams (CED) Floor Plans in Releventful

Learn about Releventful's QuickBooks integration; what is sent through the integration and how data is managed.

The QuickBooks Integration

How Tax Works Between Releventful and Xero / QuickBooks

Releventful is partnering with Vertical Insure to simplify Event Host Liability Insurance for event professionals, hosts, and venues.

Event Host Liability Insurance

A complete guide to how your clients can purchase event host liability insurance directly through their Releventful event portal.

How to Setup Event Host Liability Insurance

Never miss an appointment with this integration. Ensure that all appointments scheduled via Calendly appear on your Releventful calendar.

Calendly Integration

Integrations

Privacy Policy

Terms

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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