Once you gain access to your account, you’ll be directed to the Project page. Follow these steps to set up your first Project and manage its details effectively.
To create a Project, click the Create new or Create new project button on the Projects page.
Step 1: Fill in Project Details
Input the high-level details for your Project here.
Project Name - Enter the name of the Project, such as “Client Name(s)” or any other key identifier for the project. For example: "Smith/Williams Wedding Weekend" or "Well Fargo Initiative".
Client - Create a new Client here, or if you have repeat business with a past Client, you can search and select them from the dropdown.
Signed Contract - Toggle this option to indicate a contract has been signed between your company and the Client.
Management Fee - Determine whether the same Management Fee will apply to all Events in the Project or vary by Event. If you charge Per Event, the fields below will only display on the Event level:
Fee Type - Choose whether your company Management Fee will be a percentage (%) or a fixed amount ($).
Fee Amount - Enter the specific Management Fee percentage or the fixed dollar amount.
Project Leads - Search for and select Team Members to add as Project Leads. Team members must first be added to your Workspace under Settings. Use the dropdown to select the Role of each Project Lead.
Note: While the Owner leads and is responsible for the Project, the Members act as the secondary point of contact.
Step 2: Add Events
Set up one or more Events associated with the Project in the Events section.
Event Title - Provide the name of the Event. Example: "Wedding"
Abbreviation - Enter an acronym or abbreviation for the Event title (optional). Example: "WED" (Abbreviations will take the place of the Event name throughout the app for cleaner views).
Date - Select the date of your Event by using the date picker.
Estimated Guest Count - Enter the number of guests expected to attend the Event.
Location - Search for a venue Location or create a new one (Venues are considered a Vendor).
If needed, click Add Event to create additional Events for the project.
Once all details are filled in, review the information and click the Save Project button in the right corner to finalize your Project.
You can now manage your Project, Events, and other related details directly from the Project Overview page.