To get started, click on Setup (gear icon) at the top right of the screen. On this page you will find the company details.
Step 1: Including or excluding VAT
In the company settings you indicate whether the system applies inclusive or exclusive VAT.
Step 2: Adding Locations
In the menu on the left side of the screen, select Locations. Enter your locations, description and price. Link the right setup(s) to the location and enter its capacity.
Step 3: Event types
Go to General settings. Under event types, enter the type of events you are organizing. Some examples of event types:
Step 4: Adding products
Create categories that will decide how your products are divided. Examples:
Enter the products with the correct VAT rate. It is possible to split VAT.
Pay attention! In the large text box, enter the text you would like to have as a description in your quote and request for proposal widget.
Step 5: Composing packages
Once you have added the products, you can put together the arrangements. You can select one package per day; this can be a package with a price per person, but also a set-up of an event that the client can organise himself. In the end, the arrangements will also be shown in the request module.
Step 6: Quotation and worklists templates
Go to templates
Here you can create quote templates and other documents. Adjust the template to your own corporate identity. Click on add field to see the extra options.
Everything about the digital quotation. Click here.
Step 7: Add users
Depending on the functions and responsibilities of the employee, we have different user roles.
Administrator: can adjust the settings during management
Planner: can send out the quotations and communicate with the client
Staf: can only view the event information
If you want to use everything, then become an administrator and planner.
More information about adding users
More information about user roles