Admin Dashboard
System Access
New Event Onboarding
v1 New Client Onboarding
This will automatically create your:
Client, Event, Venue, Shifts and Vendor Assignments.
It will also associate them all to each other!
v2 New Client Onboarding
Use this one if when you submit the v1 form, the guest count and "Staff X Needed" fields don't update in the Event record.
WITHOUT Numerical Field
Create Staff Assignment
Use when you figured out the Staff that is going to work a specific Shift.
Event Related Changes
Create a New Shift / Vendor Assignment
When To Use?
Staffing Requirement Changes
You need to add an additional Shift to an existing Event
You need to add an additional Vendor Assignment to an existing Event
After creation, remember to follow the instructions in the SOP.
New Team Onbaording
Add New Vendor
Add New Staff Member
