Using Packages

Packages are reusable cost templates that you can apply to events and quotes. If you frequently offer the same set of services — like a standard AV setup, a catering package, or a conference bundle — packages let you define the costs once and apply them with a single click.

Getting There

Using packages — On any event or quote's Costs tab, click Add Package
Managing packages — Click Packages in the main sidebar navigation

How Packages Work

A package is essentially a pre-built set of cost line items, organised into groups and tabs just like costs on an event. When you apply a package to an event or quote, all its costs are copied over.

Each package has:

A name

A team (optional — for team-specific packages)

A currency (optional)

Cost line items — The same structure as event/quote costs

Cost groups — For organising the costs into sections

Cost tabs — For higher-level organisation

Creating a Package

Click Packages in the sidebar.
Click Create Package.
Enter a name and optionally assign it to a team.
Click Save.
You're taken to the package editor, which works like the event cost editor.
Add costs, groups, and tabs as needed.

Adding a Package to an Event or Quote

Open the event or quote's Costs tab.
Click Add Package.
Select a package from the dropdown.
Optionally select a target tab (the package's costs will be placed under this tab).
Click Add.

All costs from the package are copied into the event or quote, including groups, tabs, and resource allocations. The package itself is not modified — it's a template.

Note: If your administrator has enabled team-restricted packages, you'll only see packages assigned to your team.

Managing Packages

Editing a Package

Go to Packages in the sidebar.
Click a package to open it.
Add, edit, or remove costs just as you would on an event.

Changes to a package only affect future uses — events or quotes that already had the package applied are not updated.

Duplicating a Package

Click Duplicate on a package to create a copy with all its costs. This is useful for creating variations of a standard package.

Importing Packages

You can bulk-import packages from a spreadsheet:

Go to Packages and click Import.
Upload a file with columns for name, unit price, and notes.
Review and confirm the import.

Deleting a Package

Deleting a package removes it from the package list. Events and quotes that already had the package applied are not affected.

Tips & Best Practices

Tip: Create packages for your most common service bundles. When building a quote, start with a package and then customise the individual costs as needed for the specific event.

Tip: Use team-specific packages when different teams offer different services. Each team sees only their relevant packages.

Tip: Keep package costs at list prices. When you apply them to a quote, you can adjust individual line item prices for client-specific discounts.

Frequently Asked Questions

Q: If I update a package, do existing events change?

No. Packages are templates — when applied, costs are copied. Changes to the package only affect future applications.

Q: Can I apply multiple packages to the same event?

Yes. Each package application copies its costs into the event. You can apply as many packages as you need.

Q: Can packages include resource allocations?

Yes. If costs in the package have resource allocations, those are copied too.