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Setup (videos)

Tjeu Hendrickx avatar
Written by Tjeu Hendrickx
Updated yesterday

Settings

Add event types (and its importance)

Attributes (custom fields)


Users

Add users and assign user roles

Crew role


Products

Add and prepare a new product

Rate groups


Packages

Add and design a package


Locations

Add a new space

Setups for spaces

Linked spaces


Templates

Create and design a quote template

Quote template blocks explained

Create a document template (and document for an event)

Custom planning views (alternative for document templates)


Workflows


Automated messages

Automated messages explained

Automated messages per event type

Saved replies


Request for proposal tool

Prepare assortment for the request widget

Link attributes to widget's extra fields

Proces an event request

Try out the request widget



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