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Creating an event is the first step in managing a wedding, corporate function, or any large booking. You’ll record who the client is, where the event is happening, and what they’re looking for so everything is in one place from the start.
Event details page showing venue, contacts, and booking information

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Starting a new event

You can create an event in two ways:
  • From the events dashboard — click the New Event button to start with a blank form.
  • From an enquiry form submission — when a customer fills in your online enquiry form, their answers are carried over automatically. You’ll also see an Enquiry Guide sidebar with their original responses so you don’t have to switch back and forth.
When you create an event from an enquiry, the customer’s name, event date, event type, and any other details they provided are pre-filled for you. You can edit anything before saving.

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Filling in the event details

1

Choose your customer

Start typing a name to search your existing customers. If this is someone new, you can create a customer record right from the same screen without leaving the form.
2

Add contacts

Every event needs a lead contact — this is the main person you’ll communicate with. You can also add extra contacts and label them by their role:
  • Bride
  • Groom
  • Parent of Bride
  • Parent of Groom
  • Event Coordinator
  • Other (with a custom label you type in)
The lead contact is always pinned to the event and cannot be removed.
3

Add venues

Add one or more venues for the event. For each venue, enter:
  • Venue name (e.g., “St Mary’s Church”, “The Grand Hotel”)
  • Address
  • Attendee count
These venues become your delivery addresses later when you create orders, so it’s worth getting the details right now.
4

Set the event details

Fill in the key information about the event:
  • Event type — choose from your configured event types (e.g. Wedding, Funeral, Corporate). Custom types can be added in Settings
  • Date and time
  • Season — helps with flower availability planning
  • Budget — pick from preset ranges or enter a custom amount
5

Add notes

Use the notes field to record anything from your conversations — style preferences, inspiration references, special requests, or important dates to remember. You can add the client’s colour palette later from the event details page.
6

Record the marketing source

Track where this enquiry came from by selecting a source or referral. You can also link any suppliers involved (like a wedding planner who referred the client). This helps you understand which marketing channels bring in bookings.
7

Save the event

Once you’ve filled everything in, save the event. It will be created in Draft status, and any automations you’ve set up (like sending a welcome email or notifying your team) will fire automatically.
You don’t have to fill in every field straight away. Create the event with the basics — customer, date, and event type — then come back to add colours, venues, and notes after your consultation.

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Creating from an enquiry form

If a customer submits an enquiry through your website, you’ll see it in your enquiry inbox. When you click Create Event from an enquiry, two things happen:
  • The form fields are pre-filled with everything the customer provided — their name, event date, type, and any preferences they shared.
  • An Enquiry Guide sidebar appears alongside the event form, showing the customer’s original responses word-for-word. This is helpful during a consultation so you can reference exactly what they asked for.
Review the pre-filled information before saving. Customers sometimes enter approximate dates or misspell venue names, so it’s worth a quick check.

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What happens after you create an event

Your new event starts in Draft status. From here you can:
  • Move it through the event lifecycle as you consult, quote, and confirm
  • Build a proposal with itemised pricing
  • Schedule consultations and add them to your calendar
  • Create orders when the event is confirmed
Any automation triggers you’ve configured will also run when the event is created, such as sending a confirmation email to the client or alerting a team member.

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Common questions

Yes. You can add, edit, or remove contacts and venues at any time from the event details page. The only exception is the lead contact, which stays pinned to the event.
That’s fine. You can create the event without any venues and add them later once the client confirms their locations.
Yes. The event type can be updated at any point from the event details page. Changing the type won’t affect any proposals or orders you’ve already created.
Events created from an enquiry show a link back to the original enquiry submission on the event details page, so you can always trace where it started.

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What’s next?

Event Lifecycle

Understand the stages an event moves through from draft to completion.

Quotation Builder

Build detailed, recipe-based quotes for your events.

Calendar

View all your events and consultations on a calendar.

Enquiry Forms

Set up online enquiry forms for your website.
Last modified on March 11, 2026