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Help and guides

Find clear instructions for planning events, recording contributions, inviting guests and managing your services.

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Choose a plan and request activation

Choose the right scope Plans may apply to one event, an organizer workspace, a provider business or separate service credits. Read the published features, limits, validity, currenc

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Design cards and share responsibly

Prepare the design Open the event’s Cards section and choose a contribution or invitation design. Review wording, colors, logo, watermark and format. Use images you are allowed to

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Give your committee the right access

Invite by responsibility Open the event’s committee or membership page. Invite a person using their current contact identity, choose the appropriate role or capabilities and set an

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Manage household and group responses

Choose group members explicitly Create a guest group and select the guests the representative is allowed to manage. A group is not permission to view every guest in the event. Conf

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Plan tasks and the event program

Turn preparation into actions Create tasks with a specific outcome, responsible person and deadline. Use priorities and milestones to identify what must be finished first. Dependen

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Write and submit a community article

Share useful experience Write a practical article about event preparation, guest care, budgeting or professional services. Give it a clear title, useful summary and accurate catego

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Create and manage an event

Set up the workspace Open Events and select or create the workspace that owns the event. Create a draft with a clear title, event type, date, timezone, venue and currency. Confirm

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Invitations, RSVP and attendance

Prepare the guest list Add guests with the contact details you are authorized to use. Set each guest’s maximum companions, group and seating details where needed. Review event capa

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