Ready to get your event started? Creating a new event page is the first step toward a smooth planning process. This guide walks you through each screen you’ll see, what to include, and a few best practices to keep in mind along the way.
You can come back and update these details later, so don’t worry if you’re still working out the specifics.
Select the Event Type
Choose the option that best matches your event: Offsite, Conference, Incentive Trip, SKO, Executive Retreat, or Other.
Each type slightly tailors the planning experience, helping us set up the platform for your needs.
Add a Destination
Enter your desired location(s). You can compare venues in different cities on the same event page.
If you’re still exploring options, skip this step—you can browse destinations or request suggestions later.
Choose Your Dates or Timing Window
You’ll be asked when you’re planning to hold your event. There are a few options:
Dates
Use this if you already have a confirmed event date (or range). You can also indicate if your event will be a single day.
Single Day
If your event will take place all in one day, you can select the exact date and set your start and end times here. This helps vendors understand your schedule early on—especially for things like meeting space, meals, or transportation.
Flexible
Ideal if your dates aren’t locked in yet. You can share your general timeframe and how many days the event will be. This is great for venue sourcing and availability checks.
Pro tip: If your dates are flexible, consider selecting multiple months to widen your options for better venue pricing and availability.
Enter Your Guest Count
Provide your expected attendees. This helps match venues and plan for food, beverage minimums, and room blocks. You can use a rough estimate for now.
Set a Budget
Enter your estimated budget—even a rough range helps prioritize the right venues and vendors. Unsure? Use our Budget Estimator tool or learn more about budget recommendations.
You can update your budget anytime, but major changes may affect venue or vendor options.
Name Your Event
Pick a name that’s clear and recognizable. Best practices:
Include company name and event type (e.g., “Acme Co. Q3 Offsite”)
Keep it short and easy to scan
You can always update it later!
Once you’ve completed these steps, your event page is ready! You can explore vendors, add collaborators, and start building your itinerary.
Need to make changes later? Update details anytime in the Event Details section.
TL;DR
Choose your event type to tailor the planning experience
Add a destination (optional—you can update later)
Set dates (confirmed, single-day, or flexible)
Enter guest count and budget
Give your event a clear name
Once done, your page is ready for planning and can be updated anytime