Features

 

Event Booking

Quickly and easily book your events and meetings and send customized Proposals, BEOs, Contracts and Payment Schedules to your clients. They can collaborate with you on their events, make payments and sign these important documents with a few easy clicks.

 

Master Calendar

Our system automatically logs events, scheduled payments, staff schedulings, room schedulings, leads and tasks to the calendar for you to save you time. Setup options allow you to determine exactly which of these are then displayed on the Master Calendar. We also provide Automated Calendar Sync to Google, Outlook, Exchange, Office 365, Apple, VRBO and Airbnb Calendars. You can also manually add appointments, meetings and tours as needed.

 

Proposals, BEOs & Contracts

Our platform is designed to simplify, streamline and drastically reduce the time it takes to create and manage Proposals, BEOs and Contracts for your events. We understand that these documents are crucial for generating revenue, ensuring clear communication, setting expectations, and protecting your interests.

 

Food, Beverage and Catering

With our platform, you can rest assured that every detail of your catering needs will be meticulously managed and executed to perfection. Create Menu Items and Menu Packages complete with Choices and add them to a BEO in seconds. Then invite your customers to review and select their Choices with a few clicks via our Client Portal. Chef BEOs and Kitchen sheets are instantly provided for your Chefs, complete with Recipes and Prep Instructions.

 

Online Invoices and Payments

Create online invoices in seconds and schedule, track and receive online payments from all of your Private clients. You can also receive online Ticket payments from your Public Event guests/attendees.

 

Room and Area Scheduling

Easily schedule events for one or multiple rooms or areas and multiple locations. Track and manage calendar activities, revenue and utilization by room and location. 

 

Event Based CRM

Are you struggling keep track of all of your client interactions for your events? Our platform offers a comprehensive suite of features to help you seamlessly manage your customer interactions before, during, and after any event. From initial lead contact to follow-up emails and phone calls and post-event surveys, our CRM solution is designed to streamline the event experience for both you and your clients and provide a detailed contact and email history for you and your team.

 

Staff Scheduling

Schedule Staff or Vendors for an event quickly and easily. Your Staff or Vendors can receive immediate scheduling notifications by Email and/or Text Message. Scheduling adjustments can be made with a few clicks. Staff Schedulings are automatically posted to the Master Calendar.

 

Website Embeds

We provide a library of 25 different Plugins for your website which can easily be embedded on any website page. No other vendor can even come close to the depth and breadth of Website Plugins we provide and all of them are fully customizable. Lead Forms, Tour Requests, Event Calendars and Client Portal Embeds are just a few examples. The Embeds are excellent for Automated Lead Transfer and Improved Client Engagement, Collaboration and Customer Service.

 

Workflow Automation

Easily build different Workflows to automate the creation of Room Schedulings, Payments, Contracts, Proposals, Emails and Documents. Those Workflows can then be executed with a few clicks to create multiple important items in seconds. Multiple Emails can also be created to be sent a specified number of days before or after Event Date. Many other automated notifications are also provided for your team, leads, customers and vendors.

 

Task Automation

Schedule and Manage Tasks with a few clicks. Tasks can be scheduled and created automatically or manually, depending on your preference. Management can review Task Status system wide and make edits and reassignments quickly and easily. All tasks are automatically posted to the Master Calendar. Checklists also provide automated multiple task creation and assignment for events.

 

Public Event Ticketing

You can quickly and easily setup Public Event Registration and Ticketing for your free and paid Public Events. We provide a Ticket Widget Plug In which can be embedded directly on your website and allows your guests/attendees to review all of your Public Events and easily register and purchase tickets.

 

Event Check In

With our Event Check In feature, you can search by name, scroll the attendee list or scan the Barcode on each ticket to check in your guests/attendees. You can also automate the process with the Self Check In feature. You can also quickly and easily accept credit card or cash payments at the door. Works on all devices and updates in real-time if you have attendants at multiple entry points.

 

Ticket Revenue Reporting

We provide a series of reports on ticket orders and payments for every event. View current attendee counts, tickets sold and revenues. Confirmation emails and tickets are automatically sent to ticket purchasers. You can easily refund orders as well.

 

User Permissions

Without a doubt, the most advanced User Permissions available on the market today. You can determine the specific features a user may access and custom menus and web pages are generated based on that user's specified permissions. You can even selectively determine which sections of a web page that user may view/access.

 

In-App Messaging

Instantly send and receive messages to and from your Staff and/or Vendors. Quickly and easily send a message to one or multiple personnel. Attachments can also be included.

 

Product Integrations

We have built tight Product Integrations to Stripe for Online Payments, QuickBooks, Xero and FreshBooks for Accounting, ClickSend for Automated Text Messages, MailChimp and Constant Contact for Email Marketing, Salesforce, Hubspot, Slack and many other best of breed platforms. These integrations provide critical business functions, save enormous amounts of time and eliminate duplicate data entry into many of those systems.

 

Dashboards and Reports

Elegantly designed central and reporting dashboards to help you manage and monitor critical components of your business.

 

Client Collaboration

Your clients can quickly and easily view images you would like to share with them, their Proposals, BEOs, Contracts, Payments and additional documents. Clients can make Payments, sign Proposals, BEOs, Contracts or review and complete other required documents online with a few clicks.

 

Elegant Mobile Friendly UI

Our user interface is beautifully designed for ease of use and adjusts automatically for optimal performance on mobile, tablet, laptop and desktop devices.