This tutorial will give you an overview of your Event Editor.
Your Event Editor is the tool you use when creating a new event or modifying an existing one.
First, you need to navigate your way to the "Events" page from the main menu
From here, you can either add a new Event or modify an existing one to access your Event Editor:
Once you’ve clicked to either add or edit an event, a new window will popup for you to add/edit the details of your event.
At the top of this window you'll see the different tabs you can access within the Event Editor:
- Details
- Add / Update event details about the client, event, services / packages, pricing, notes, etc
- Payments
- Track payments received and due dates, override default payment methods accepted, etc
- Staffing
- Update staff assigned to the gig, etc
- Event Activity (list icon)
- Access the Booking Checklist, Messages Log, or Changes Log
- Utilities (wrench / screwdriver icon)
- Email/Text your client, staff, or yourself, Create invoices, Set the Autopilot Schedule, etc.
In the Details tab...
To add / update any field, simply hover over that section and click to edit the section. Once you're done editing, click "Done". NOTE: You still need to SAVE your changes.
In the Payments tab...
You can:
- Set client payment options
- Make note of what date the deposit and final balance was requested / received
- What payment method the client used
- And add any other payment notes you’d like to keep
In the Staffing tab...
This is where you review and add staff for a particular event.
In the Event Activity tab...
You can:
- Add deadlines and completed dates for your Booking Checklist items
- Access your Messages Log
- Access your Changes Log
In the Utilities tab...
In the COMMUNICATION section, you can send various types of emails (and/or SMS/text messages if you have the SMS Power-Up activated for your account)
In the AUTOPILOT section, you can configure your automation settings for this particular event
In the OTHER TOOLS section, you can:
- Create Invoices
- used to send your clients a formal invoice
- Generate a PDF
- Creates a printable PDF that you can take with you on the day of the event or keep for your records, including:
- An ad-hoc message or choice of Standard Text
- Booking details
- Private admin notes
- Creates a printable PDF that you can take with you on the day of the event or keep for your records, including:
- Copy your Client Confirmation Form link
- This is a confirmation form you can send to your client to provide any missing details, agree to your terms and make their first payment
- Copy a Booking Request Link
- This generates a web link to a form which allows your client to review the booking and fill in any required missing details
- Google Calendar Sync
- If you’ve set up your Google Calendar integration (found at Settings >Integration), here you’ll see confirmation of when this event was last synced with your Google Calendar, along with a button to "Re-sync" the event manually.