Getting Started - Create and Manage Events

The Events page allows you to create and manage all of your client events, including scheduling, team assignments, menus, and notes.

• Add New Event
• Edit Event Details
• Upload & Send Menu's
• Assign Team Members
• Add Notes

Add New Event

To add a new event:

1. From the Events menu, click Add New Event.

2. A drawer will slide out from the right side of the screen.

3. Enter the following required details:

   • Event Name

   • Contact (select from existing contacts)

   • Start Date & Time

   • End Date & Time

4. Once completed, click Save.

You will be automatically redirected to the Event Details screen.

Edit Event Details

The Event Details screen is where you manage all information for a specific event.

The default Overview tab displays the core event details and allows editing at any time.

Right of the Overview tab is a Transactions tab where any related payments to an invoice appear.

Upload & Send Menu's

Within the Menu submenu of an event you can attach and manage your custom menu(s).

• Upload Menu: Browse or drag-and-drop a file, then click Upload.
  

• Manage Menu: Once uploaded, you can:

  • Approve the menu yourself

  • Share/email to the contact for approval

  • Download

  • Delete

You can upload and manage multiple menu's on each event.

And yes—we know we just said ‘menu’ more times than a waiter at a busy bistro. Thanks for sticking with us. 

Assign Team Members

The Team submenu allows you to assign team members to the event.

• Pro & Grow plans: Choose from your saved team roster (set up in Business Center > Team Members) to quickly assign staff to the event. 

• Solo plan: Enter team members directly into the event using Add Additional Member. 
  ⚡ Upgrade to Pro or Grow plans to create a reusable staff roster. 

• Optional Join Time: You may specify a join time for each team member.

• Share Event: After adding, you can share/email event details and a calendar invite.

• Manage Team Members: Edit or delete assigned members as needed.

Add Notes

The Notebook submenu serves as a centralized place for consultation & event notes.

• Event Notes: Add and view notes related to the event.

• Consultation Notes: If a consultation was scheduled via your inquiry form, you will have the option to keep notes specific to the consultation.

• Note History & Timeline: All notes are tracked and displayed chronologically for easy reference.