Create an event
Select Events from the navigation menu on the left, then select Create event at the top right of the page.
There are four sections to the form when creating or editing an event. As a minimum you must complete everything on the Required information tab including the Event start and end date.
If you're unsure what a particular field is used for, a full list of every field and a detailed explanation of their function is listed below at the bottom of this article.
Once you have completed the fields on the Required information tab, select Create event at the bottom of the page.
You will then be redirected to the dashboard for this event. This page shows you all the information about the event along with a feed of any recent activity. The tabs across the top of the page allow you to quickly access the various features in EventWorks for the event, such as Quotes, Invoices and Tasks.
Here is a video guiding you through the steps to create an event.
Status : Select one of the preset Statuses.
Client Account : Select the account that this event will be for.
Client Contact : Select a name from the dropdown once a Client account has been selected. Alternatively, you can search for the client contact first and then the Client account is then auto-filled once a contact is selected.
Event Name : Enter how you'd like the event to be labelled.
Event Type : Select from one of the preset Event types.
Guests : Set how many guests are due to attend. This figure is used when adding costs which are calculated "per head". This can be amended at any time.
Event start date and time : Set the date and time the event will start.
Event end date and time : Set the date and time the event will end.
Client decision date: This field is used as a filter when searching for an event. It allows you to view any events that are due to make a decision in the near future.
Event code : You can manually enter an event code here. If left blank, EventWorks will auto-assign an event code for you.
Source : Select from the list where the lead originated from.
Other source: This is a free text box in which you can enter anything if the source that the lead originated from isn't on the list from the Source option.
Medium : Select from the dropdown list the means in which you received the initial enquiry. This allows you to track how prospective clients have contacted you.
Team : This field allows you to allocate the event to a particular team that is attached to your organisation.
Salesperson : Select which member of the team is the primary Salesperson.
Event manager : Select which user will be designated the Event Manager. Note - this will not amend the selected users site permissions.
Agency account : This list is populated by the accounts you have created. Search for the agency that will be attached to this event.
Referral account : This list is populated by the accounts you have created. This field allows you to allocate which account referred this lead to you.
Venue : Select an account where the event will be hosted.
Resources : Select a Resources package from the list.
Include in reports : Ticking this box will include this event in all of the reporting options. Unticking this box will exclude this event from the all of the reports.
Tags : This is a free text box. It allows you to instantly create your own tags which will help you search for the event more easily. For example, Christmas Party or Conference.
Lost reason : This dropdown list is auto-populated with reasons why a potential lead has been lost.
Description : You can enter any details about the event here. The text editor allows for basic formatting. The information entered here will be displayed on the at the top of the Event info panel on the Event Dashboard.
Client budget : This is the budget that has been outlined by the client that has requested the event.
Estimated price : Enter the estimated price of the event here.
Estimated profit : Enter the estimated profit for the event here. This figure will be used when calculating the uplift on the event. This article explains how the uplift figure is calculated.
Estimated uplift : Enter the expected uplift/uplift target here.
Note - all of these fields can be amended at any time after the event has been created.
Was this article helpful? Let us know by rating the article below!
There are four sections to the form when creating or editing an event. As a minimum you must complete everything on the Required information tab including the Event start and end date.
If you're unsure what a particular field is used for, a full list of every field and a detailed explanation of their function is listed below at the bottom of this article.
Once you have completed the fields on the Required information tab, select Create event at the bottom of the page.
You will then be redirected to the dashboard for this event. This page shows you all the information about the event along with a feed of any recent activity. The tabs across the top of the page allow you to quickly access the various features in EventWorks for the event, such as Quotes, Invoices and Tasks.
Here is a video guiding you through the steps to create an event.
Required Information Tab
Status : Select one of the preset Statuses.
Client Account : Select the account that this event will be for.
Client Contact : Select a name from the dropdown once a Client account has been selected. Alternatively, you can search for the client contact first and then the Client account is then auto-filled once a contact is selected.
Event Name : Enter how you'd like the event to be labelled.
Event Type : Select from one of the preset Event types.
Guests : Set how many guests are due to attend. This figure is used when adding costs which are calculated "per head". This can be amended at any time.
Event start date and time : Set the date and time the event will start.
Event end date and time : Set the date and time the event will end.
Additional Information Tab
Client decision date: This field is used as a filter when searching for an event. It allows you to view any events that are due to make a decision in the near future.
Event code : You can manually enter an event code here. If left blank, EventWorks will auto-assign an event code for you.
Source : Select from the list where the lead originated from.
Other source: This is a free text box in which you can enter anything if the source that the lead originated from isn't on the list from the Source option.
Medium : Select from the dropdown list the means in which you received the initial enquiry. This allows you to track how prospective clients have contacted you.
Team : This field allows you to allocate the event to a particular team that is attached to your organisation.
Salesperson : Select which member of the team is the primary Salesperson.
Event manager : Select which user will be designated the Event Manager. Note - this will not amend the selected users site permissions.
Agency account : This list is populated by the accounts you have created. Search for the agency that will be attached to this event.
Referral account : This list is populated by the accounts you have created. This field allows you to allocate which account referred this lead to you.
Venue : Select an account where the event will be hosted.
Resources : Select a Resources package from the list.
Include in reports : Ticking this box will include this event in all of the reporting options. Unticking this box will exclude this event from the all of the reports.
Tags : This is a free text box. It allows you to instantly create your own tags which will help you search for the event more easily. For example, Christmas Party or Conference.
Lost reason : This dropdown list is auto-populated with reasons why a potential lead has been lost.
Description : You can enter any details about the event here. The text editor allows for basic formatting. The information entered here will be displayed on the at the top of the Event info panel on the Event Dashboard.
Financial Tab
Client budget : This is the budget that has been outlined by the client that has requested the event.
Estimated price : Enter the estimated price of the event here.
Estimated profit : Enter the estimated profit for the event here. This figure will be used when calculating the uplift on the event. This article explains how the uplift figure is calculated.
Estimated uplift : Enter the expected uplift/uplift target here.
Note - all of these fields can be amended at any time after the event has been created.
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Updated on: 08/09/2020
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