Welcome, Pro. This video gives you a high-level view of all the powerful tools at your disposal for managing your projects.
We know there's a lot to learn, but fear not! This video will introduce you to the essentials.
Our robust Help Center offers deep dives into each tool, and our friendly support team is just a click away to answer any questions 👋.
Let's get started on making your projects a success!
We recommend watching this full video, but if you need to go back to a specific tool, here's a recap:
Chapters:
00:00 Introduction
03:37 Sending Documents to Clients
06:01 Task Assignments
07:49 Timeline Filters
09:58 Collaborating with Clients
13:13 Managing Guest Lists
15:01 Sending Messages to Guests
16:51 RSVP Digital Link
18:40 Uploading Floor Plans
20:32 Syncing Guest Tables to Layouts
22:42 Guest Responses and Layout
24:34 Adding and Seating Tables
27:28 Adding Point of Contact and Files
29:16 Adding Vendor Invoices and Payment Schedules
31:29 Editing and Sharing Notes
Watch Part 1: Intro to Account Settings, Templates and the Lead Manager HERE!
For deeper dives, step-by-step or instructional videos for specific tools, please visit your Help Center located just under your name in the upper right corner.
If you can't find what you are looking for and have specific questions, you can reach out to Customer Support from the chat feature in the lower right of your screen.
