Events & Planning

Create events, manage timelines, share links, assign staff, and organize documents.

Support category

Events & Planning articles

Create events, manage timelines, share links, assign staff, and organize documents.

Event Creation2 articles

How do I create an event?Workspace admins create events from the Events area, add the event details, choose or customize a timeline, assign staff and hosts, then use the generated host and guest links for portal access.For Workspace adminsHow do event lock dates and statuses work?Event statuses control who can edit the event. Lock settings help prevent last-minute client or guest changes while still allowing staff to make needed updates.For Workspace admins, Staff, Hosts

Event Links3 articles

How do host and guest links work?Each event can have a host link and a guest link. The host link grants host planning access, while the guest link grants limited guest access for enabled guest features.For Workspace admins, Hosts, GuestsHow do I assign an existing host to another event?Repeat hosts should keep one account and be assigned to each relevant event so they can log in once and see all of their events together.For Workspace admins, HostsWhat should I check before inviting a client or host?Before sending a host link, review the event details, status, timeline, visible cards, guest-request setting, documents, and any features the host should use.For Workspace admins, Staff

Timelines4 articles

How do I edit an event timeline?Event timelines are built from sections and cards. Workspace admins can customize the event timeline after it is created without changing the original saved template.For Workspace admins, Staff, HostsHow do task readiness items differ from planning cards?Readiness tasks track whether the event or workflow is operationally ready, while planning cards collect the details, answers, notes, and music requests for the event.For Workspace admins, StaffWhat should I do if a timeline card does not open on mobile?If a mobile timeline card does not open, refresh the page, try another card, and report the role, device, event, and whether the page stopped accepting taps afterward.For Workspace admins, Staff, Hosts, GuestsWhat should I do if an event or timeline change does not save?If an event, timeline card, question, note, or song does not save, pause before refreshing, click or tap out of the field once, then check whether the change appears on another view.For Workspace admins, Staff, Hosts, Guests

Documents1 article

How should I use the Docs area?Use Docs to store company policies, client contracts, employee contracts, insurance documents, liability files, and reference documents that may later connect to events or CRM automations.For Workspace admins, Staff

Staff Assignment1 article

How do I assign staff to an event?Workspace admins assign staff from the event people area by choosing the needed staff type and selecting the matching team members for the event.For Workspace admins, Staff

General Events & Planning2 articles

What is the Vendors area for?Use Vendors to keep venue partners, photographers, caterers, planners, and other event partners organized so their details can be reused across events.For Workspace admins, StaffWhat is the Weather area for?Weather is intended to help event teams monitor forecast-sensitive events and make better readiness decisions for outdoor or travel-heavy work.For Workspace admins, Staff, Hosts