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