Events & bookings

Create events, booking pages, locations, tasks and collaboration.

15 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, use phases, and manage status via Kanban 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, and review them in the incoming inquiries.Embed Your Booking Page in Your WebsiteYou can embed your booking page directly into your own website using a ready-made iFrame snippet.Create & configure booking pagesCreate as many booking pages as you like, configure them across seven sections, and switch them active or inactive at any time.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, and restore an archived event whenever needed.Create an event with the creation wizardYou can create a new event in three steps using the wizard, setting the name, customer, date, location, 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 Finances tab — and how to add new cost items or invoice instalments.Team View in an Event (Schedule, Shifts, Chat)The consolidated team view of an event with all four team tabs — Participants, Shifts, Schedule, and Chat — 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, and generate seating plans using the AI assistant.Creating and getting the most out of event locationsYou create event locations, maintain their details and photos, and assign each location its events.Communication and Collaboration with External PartiesAfter reading this, you'll know how to give clients, staff, and partners access to relevant event content via the EventHub customer portal and how to activate the link.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.