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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

The event details page after creating an event

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Starting a new event

You can create an event in two ways:
  • From the events dashboard — click the Create 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. See Converting Enquiries for the prefill flow and the Enquiry guide sidebar.

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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 additional contacts and label them by their role (bride, groom, parents, coordinator, or a custom label).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
  • Guest 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.
  • Event date and time. Tick No specific time if the timing isn’t confirmed yet.
  • Payment due date — auto-calculated a set number of weeks before the event (12 by default). Override it on this event if you need to, or change the default for every future event in Settings > General, under the Events group, using Payment Due Weeks Before Event. Changing that default needs the Settings (Admin) permission, which Admins have by default; your administrator can adjust who has it in Settings > Team.
  • Season — tag the event with a key seasonal moment (Christmas, Valentines, Mothers Day, Easter). This is a label for your own reference, and it prints on the event invoice. It does not adjust prices or check stock for you, so build any peak-season uplift into your quotation yourself. The Apply percentage adjustment tool is the quickest way.
  • Event budget — pick from preset ranges or choose Custom to enter a specific figure.
  • PO number — an optional purchase order reference. If you add one, it appears on the event’s invoices, which is handy for corporate or trade clients who need a PO on their paperwork.
5

Add notes

Use the notes field to record anything from your conversations — style preferences, inspiration references, special requests, or important dates to remember.
6

Record where the lead came from

Use the Marketing panel to track lead sources and partners:
  • How did you hear about us? — a free-text source (e.g. Instagram, Google, Referral, Wedding Fair).
  • Suppliers — other vendors working on the event (e.g. photographer, videographer) that you might partner with.
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 venues, colour notes, and other details after your consultation.

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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 July 1, 2026