Releventful

Naomi Sherman

Browse our entire video resource library and review our support resources.

Tutorial & Support Resource Library

Dashboard Guide and System Navigation Tutorial

Creating a Lead & Event Tutorial

Creating Inventory Tutorial

Allocating Inventory for Events Tutorial

Data Import Tutorial

Room Management Tutorial

Releventful Overview & Setup Tutorials

The Website Lead Form Tutorial

Packages and Add-Ons Tutorial

Contract Templates Tutorial

Creating a Proposal Template Tutorial

Planning Form Tutorial

Suggestions for customizing your lead form, proposal template, email templates and planning forms with the Releventful editor.

Style Guide for Templates: Design Tips & Tricks Tutorial

Form and Template Tutorials

Convert Inquiry to a Lead Tutorial

Portal Templates: Automating the Sales and Booking Process Tutorial (Part 1/2)

Portal Templates: Automating the Planning Process Tutorial (Part 2/2)

Portal Templates: Event To-Dos Tutorial

Portal Templates: Event Timeline Tutorial

Portal Templates: Scheduled Client & Employee Messages Tutorial

The To-Do Timeline Tutorial

Automation Setup & Workflow Tutorials

Introduction to the Sales Pipeline Tutorial

Sales Campaign Tutorial

Sales Pipeline & Campaign Tutorials

The Quick-Close Invoicing Process Tutorial

How to charge a client a refundable deposit and how to issue the refund following the event.

Refundable Deposits Tutorial

BEO Creation Tutorial

The BEO Settings and Client Signature Tutorial

Invoicing Tutorials

Payment Configuration Tutorial

Creating a Payment Schedule with Stripe Tutorial

Creating a Payment Schedule with Releventful Pay Tutorial

Automating Payment Schedules Tutorial

Payment Processing Tutorials

Employee Roles & Permissions Tutorial

Employee Scheduling Tutorial

Releventful for Your Team Tutorial

Open Positions Tutorial

Employee and Permission Tutorials

Reporting Tutorial

Managing Your Business Tutorials

The Invoicing Process Client Experience Tutorial

The Event Portal Client Experience Tutorial

The Client Experience Tutorials

Showcasing the DJ Add-On Client Experience Tutorial

Planning Form & Song Selection by Category Tutorial (Part 1/2)

Planning Form & Song Selection by Category Tutorial (Part 2/2)

The Song Manager Tutorial

Live Song Selection Tutorial

DJ Add-On Tutorial Series

How to locate scheduled messages and automations

FAQ Tutorial: Where can I find a list of all the automated messages the system is sending?

FAQ Tutorials

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