4 guides
Getting started
Sign in, read your dashboard, and learn the two words the app leans on: buckets and skills.
All 4 guides55 guides across 10 topics
How can we help?
Guides for the people actually running events — planners, coordinators and team members. Search, or browse by topic below.
Start here
New here? Set up your workspace
Six steps — team, skills, branding, first event. About 20 minutes.
July 2026
What's new
Settings has a new home, buckets can be merged, supporters directory.
Browse by topic
Pick a topic, or jump straight to a guide.
9 guides
Events
Build one from a template or a spreadsheet, then keep its settings, options and status in order.
All 9 guides9 guides
Tasks
The day-to-day: who owns what, how to filter, and how to change twenty tasks at once.
All 9 guides5 guides
Team & skills
Who's on the roster, real or placeholder, and the skills that drive automatic assignment.
All 5 guides6 guides
Budget
Expenses, revenue, and the goals your budget bars are measured against.
All 6 guides4 guides
RSVPs & tickets
Track headcount, sell tickets, and keep both numbers current.
All 4 guides4 guides
Sponsors & supporters
Move sponsors through your pipeline and keep one record per company across every event.
All 4 guides3 guides
Reports & photos
Roll numbers up by event or by fiscal year, and manage the photos from event day.
Open topic8 guides
Workspace settings
Your org profile, branding, notifications, catalogs, plan, and the danger zone.
- Organization profile and defaults
- Upload your logo and pick an accent color
- Choose where branding appears
3 guides
Roles & permissions
What owners, admins, and members can each see and do.
Open topic