Events & bookings
Create events, booking pages, locations, tasks and collaboration.
33 articles
Create & Share Run-of-Show PlansAfter reading this article you'll be able to create multiple run-of-show plans for an event, add schedule entries, save plans as templates, and share them with external contacts.Tasks: create & manageAfter reading this you'll be able to create tasks globally and per event, assign people (including yourself in one click), make tasks repeat, organize tasks without an event with tags, use phases, chain tasks that depend on each other, and manage status via Kanban with your own columns or Timeline.Creating & using custom questionsYou can define your own questions and required fields on a booking page, set them up with the right field types, put them in the order you want, and review the answers in the incoming inquiries.Readiness: build your own checksAfter this article you know how to add your own checks alongside the eight built-in ones — with a name, conditions, a time frame and a hint — and what to watch out for.Readiness: what an event is still missingAfter this article you know how the Readiness area collects open items across all events, how to close an item, assign it as a task or dismiss it, and how to configure which checks apply to your operation.Embed Your Booking Page in Your WebsiteYou can embed your booking page directly into your own website using a ready-made iFrame snippet.Offer your booking page in EnglishEnable English, translate the page texts, approve your product translations and test the finished page — in that order.Create & configure booking pagesCreate as many booking pages as you like, configure them across eight sections, switch them active or inactive at any time — and know how blocked days, booked rooms, selected room time windows and a room's turn-around time affect a booking.Documents & Drive in an EventAfter reading this article you'll be able to create, upload, share, and save all document types as templates from the Documents tab of any event.Event Archive: completed eventsAfter reading this, you'll know how to open the archive, search for events, restore an archived event, permanently delete an event, and find cancelled events again.Create an event with the creation wizardYou can create a new event in three steps using the wizard, setting the name, customer, date, multiple locations, floor plan, seating, tags, and color along the way.Event Finances: Revenue, Costs & Margin per EventAfter reading this article you'll know how to read revenue, planned and actual costs, contribution margin, and payment status at a glance in an event's Finance tab, how to add cost items or invoice instalments, how to upload, review, correct, cancel, assign supplier invoices to a budget envelope, link them to a supplier contact, keep an eye on their due dates and tick off what you have paid — and where to find every supplier invoice across all events and capture overheads without an event.Team View in an Event (Schedule, Shifts, Communication)The consolidated team view of an event with all four team tabs — Participants, Shifts, Schedule, and Communication — so you can coordinate crew, timeline, and communication in one place.Whiteboard & Seating Plan in an EventAfter reading this, you'll be able to create whiteboards in an event, edit them, save them as templates, share them with contacts, sketch seating ideas using the AI assistant — and know when to use the scaled floor-plan editor in the event instead.EventHub Customer Portal: What Your Customer Can See and Do OnlineAfter reading this you'll know what your customer can see and do in the EventHub customer portal — from signing a quote to paying an invoice —, how you answer the same questions yourself on the event overview, and what you configure per event to enable it.Creating and getting the most out of event locationsYou create event locations, maintain details, photos, the maximum guests, turn-around and cleaning time, default tasks, linked products (Required vs. Available), and files, add floor plans with a name and seats or as a drawing right in the overview, draw tables, chairs and standing areas for receptions in them, block periods and public holidays per location, bundle locations into groups with their own title image, and see each location's schedule and events at a glance.Menu configurator: let guests put together their own menuGuests pick their own selection on the booking page — e.g. which dishes they want — and it automatically becomes its own line item on the order and, later, the quote.Guest list and RSVPs: who is coming, and what they do not eatAfter this article you keep the guest list of an event, collect RSVPs including dietary and allergy details through an invitation link, and know where those details end up in the functionsheet.Calendar: Year, Month, Week & DayAfter reading this article you can switch the events calendar between year, month, week and day (the inquiries calendar between month, week and day), see in the year view at a glance how busy each month is, move through busy weeks with ease, spot events that are not yet confirmed at a glance, and see inquiries and events together in one calendar — and you know why inquiries are hidden while a status or invoice filter is active.AI chat on the booking pageInstead of a form, an AI chat can guide visitors on your booking page to an inquiry — how it advises, what it knows, what it never does, what it costs, and what happens when it is unavailable.Comments & mentionsAfter reading this you'll know where to write internal comments, how to address someone directly with @, and where the mentioned person finds the message.Communication: channels, team chat & direct messagesAfter reading this you'll know what the channels To me, Team chat, Customers and one per event show, how to write direct messages, when an event sits under “Customer waiting”, and what the team chat is for.Communication and Collaboration with External PartiesAfter reading this, you'll know how to bring clients into the EventHub customer portal, invite partners such as a photographer or DJ to an event, and message both directly from the event.Managing Contacts & CompaniesCreate, link, and import people and companies via CSV, and manage them in the CRM alongside all their events, requests, and finances.Managing Contributors in EventsAfter reading this article you will be able to create contributor groups for an event, assign contacts, save groups as templates, and send targeted emails to individual groups or all contributors.Bring Partners Onto an EventAfter reading this, you can invite external partners like a photographer, DJ, or tent rental company to an event by email and know what they can see and do in their own portal area.Discount codes for booking pages and ticketsCreate discount codes, let customers redeem them on booking pages and at ticket checkout, prefill them with a campaign link, use free-ticket and 100% codes without payment, and review redemptions.Speaker and exhibitor forms (event forms)Create a form page, link it to your events and collect details from speakers, exhibitors or sponsors – including file uploads and self-service editing.Customizing Status Columns (Events & Inquiries)After reading this article you'll be able to rename, recolor, reorder, add and remove the status columns for both events and inquiries.Ticket sales and admission with QR codesSet up ticket sales for an event, either paid directly or as an inquiry, buyers get QR-code PDF tickets by email, staff scan them at the door, with or without a login.Spotting an overbooking: rooms and rental itemsAfter reading this article you'll know when Univents warns you about a double booking, where the notice appears, how it is calculated — including the room's turn-around and cleaning time — and how to switch it off for rooms you deliberately book more than once.Showing events on your own website (event feed)You can release individual events to a public, key-less JSON feed and use it to power your own website's event calendar — including a from-price and a sold-out flag.Filtering, sorting and saving views of your eventsAfter reading this, you'll know how to narrow the events overview by time range, customer, location, tags, guest count and invoice status, how to sort it, and how to save a filter combination as a view – for example “write last week's invoices”.
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