How do I add a new event?

1.  Log in to your account and select Events or Prospects.

2.  Click the "+" icon to enter details for the event.

3.  Complete the event and client information and continue.

4.  If "Planning Profiles" are configured (Admin > Master Settings) for the event type selected, the planners appropriate for the event will be selected and an automated email can sent.  You can then edit and manage additional details for this event.

Please see our video tutorial for a complete demonstration.