Events
The Events section lets you plan, organize, and manage events such as conferences, workshops, meetups, or client events.
What you can do
- Create an event - Click "New Event" and set name, dates, and status
- Edit an event - Update event details, dates, and description
- Manage agenda - Add agenda items with times and descriptions
- Add attendees - Register attendees (clients, leads, partners, suppliers)
- Assign resources - Add staff and speakers with roles (organizer, speaker, support)
- Track costs - Record and monitor event expenses
- Change status - Move the event through its lifecycle
- Delete an event - Remove events that are cancelled
Event statuses
| Status | Description |
|---|---|
| Draft | Event is being planned |
| Planned | Event details are finalized |
| In Progress | Event is currently happening |
| Completed | Event has ended |
| Cancelled | Event was cancelled |
Attendee management
Track who is coming to your event:
| Attendee Status | Description |
|---|---|
| Invited | Invitation sent |
| Registered | Attendee registered |
| Confirmed | Attendance confirmed |
| Declined | Attendee declined |
| Attended | Actually attended the event |
| No Show | Registered but did not attend |
Cost tracking
Record all expenses associated with an event:
- Estimated - Planned cost
- Confirmed - Approved cost
- Invoiced - Invoice received for this cost
- Paid - Cost has been paid
tip
Use the cost tracking feature to compare estimated vs. actual event expenses for better budgeting.