Your run-of-show, cloned and running.
Every Partner Summit, board offsite, and launch dinner has a playbook. Save yours. Clone it. Adapt it. Never rebuild from a blank timeline again. Set auto-reminders by text or email to keep every deadline on track.
-
Template librarySave any event as a playbook. Clone with one click. Inherit tasks, vendors, and timing.
-
Role assignmentsPlaybooks know who does what - event lead, marketing, legal, IT. Tasks route automatically on clone.
-
VersionedEvery playbook is versioned. Roll back when a change doesn't work.
Registration, ticketing, and attendee tracking for every event.
Conferences, town halls, partner summits, launch dinners - registration, ticketing, and attendee tracking are built into the same platform you're already using to plan. Ticketing fees stay competitive with standalone platforms, and every detail rolls up to your program reporting.
-
Branded registration pagesPublic or invite-only registration with your branding. Custom fields, capacity caps, waitlists.
-
Ticketing with fee collectionFree, paid, and tiered tickets with built-in payment processing. Competitive fees, no separate platform.
-
Attendee tracking & RSVPsLive counts, dietary needs, badge data, check-in. Everything rolls up to your program dashboard.
Stakeholder sign-off, with a paper trail.
Finance, legal, VP Ops - every approval lives in-platform. No DocuSign tabs, no Slack threads, no "wait, who approved this?"
-
Configurable chainsRoute by cost, venue, region. Finance + Legal + VP above $50k; Finance only below.
-
Audit trailEvery approval stamped with who, when, what changed. Export for compliance.
-
SLA alertsEscalate automatically when an approver sits on it for more than 48 hours.
Finance-grade event budgets.
Track every line, share live with stakeholders, and catch potential overages before they hit the bottom line - with the integrations your finance team needs on the roadmap.
-
Real-time line-item tracking, shared with stakeholdersEvery charge, deposit, and payment in one place. Categories roll up to totals automatically. Share live with finance, your VP, and your team — everyone sees the same numbers.
-
PO + invoice matching Coming SoonVendor invoices auto-match to POs. Mismatches flagged before they land on a desk.
-
Overage alerts + AI savings finderVariance alerts flag potential overages early. Budget IQ scans your spend for renegotiable fees, vendor swaps, and payment-timing wins — quietly, in a sidebar.
-
Multi-currency + vendor tax forms Coming SoonGlobal events, one budget, right numbers. Vendor tax forms (W-9, W-8) collected and stored at booking.
One workspace, every stakeholder.
Event lead, comms, IT, facilities, legal, vendor partners, executive sponsors - each with the right view, the right permissions, and the right notifications.
-
Role-based permissionsSee what you need. Not what you don't. SSO and SCIM on Enterprise.
-
Shared workspaceTimeline, budget, vendor list - one source of truth. No duplicated trackers.
-
Vendor partnersExternal vendors get scoped guest access. They see their tasks, not your budget.
Show the board what events returned.
Roll up every event into a program view. Spend, attendance, NPS, pipeline sourced. Built to answer "was it worth it?" before anyone asks.
-
Program roll-upsFilter by quarter, region, event type. Every metric, one dashboard.
-
ROI taggingTag events to pipeline, recruiting, retention. See the outcome, not just the spend.
-
Stakeholder exportsBoard-ready PDFs. One click. Branded.