Create an event

To create an event from the Events page, enter its name and date and, optionally, choose an event template.

Enter the event name and date

Select New Event at the top right of the Events page to open the creation dialog.

Enter an Event Name your team will recognize, such as "Lena & Oliver Autumn Wedding," and select the Event Date. Both are required before you can select Create.

Choose an optional event template

Select a template in Template Name (Optional) to use a saved event setup. Leave it blank to use the defaults from Event Settings. Later changes to that template or those defaults do not change this event.

In this example, the event has a name and date and no template selected. It is ready to create.

You can also apply a template later, such as after learning more about the client's plans.

Create the event

Select Create. The new Event Page opens with the event's name, number, date, and initial Inquiry status above its tabs. You can now add the client and other event details.

The event also appears on the Events page, where you can find and reopen it.