Help center
Guides for getting the most out of EventOps.
Getting started
4 guides- Getting started with EventOpsWhat EventOps does and the first few things to set up.
- Creating your first eventSpin up an event workspace for timelines, tasks, vendors and budget.
- Using templatesReuse a checklist of tasks across similar events.
- Inviting teammatesAdd colleagues to your agency and set their role.
Planning and execution
5 guides- Assigning tasksCreate tasks, set owners and due dates, and track them on the board.
- Building a run-of-showLay out the minute-by-minute timeline for event day.
- Live Ops modeRun the day from a focused, real-time view of the timeline.
- Logging incidentsCapture issues during an event and how they were resolved.
- Resolving event-day incidentsClose an incident in Live Ops while preserving the operational record.
Client and vendor collaboration
10 guides- Working with vendorsAdd vendors, assign them to events, and share a brief.
- Vendor portal overviewWhat vendors see and do in their portal.
- Vendor login troubleshootingHelp a vendor who can't access their portal.
- Inviting clientsGive a client read-and-approve access to their event.
- Managing clientsBuild a client directory with contacts, event history, and privacy controls.
- Inquiries and consultationsCapture inbound leads, offer booking slots, qualify work, and create an event.
- Creating and sending proposalsPrice an offer, send a client review link, and manage accepted versions.
- Converting an accepted proposal to an eventCreate the event workspace and seed its budget without re-entering the offer.
- Client portal overviewWhat clients see: timeline, budget summary, and approvals.
- Creating approvalsRequest a yes/no decision from a client and track the outcome.
Budget, files, and billing
8 guides- Budget categories and line itemsStructure a budget and track planned vs actual spend.
- Understanding budget varianceRead the difference between planned, committed, and actual.
- Exporting a budget to CSVDownload a budget for spreadsheets or your accountant.
- Files and storage quotaUpload event files and understand your storage limit.
- Creating and issuing client invoicesBuild milestone invoices, issue a fixed client copy, and track collection.
- Tracking client and vendor paymentsUnderstand invoice collection, manual receipts, and the vendor payment ledger.
- Billing and seatsHow per-seat pricing, the trial, and the customer portal work.
- Cancelling or downgradingChange seats or cancel your subscription.
Administration and privacy
8 guides- Branding your agencyAdd your logo and colour so portals feel like yours.
- Roles and permissionsWhat owners, admins, planners, coordinators and viewers can do.
- Notification preferencesChoose instant email, daily digest, or off per notification.
- Running and scheduling reportsRun live reports, export CSV, and email recurring snapshots to teammates.
- Creating and monitoring automationsBuild disabled-first rules, preview matches, and inspect run outcomes.
- Operational troubleshootingRecover from access, email, billing, sync, and workflow failures safely.
- GDPR: data export and deletionHow to request a copy of your data or have it deleted.
- Frequently asked questionsQuick answers to common questions.