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Creating a New Event Page

Kick off your planning and create a dedicated space for your event

Updated today

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

Start by choosing the option that best matches the kind of event you're planning. You’ll see choices like Offsite, Conference, Incentive Trip, SKO (Sales Kickoff), and Executive Retreat.

If none of those quite fit, “Other” is there for you too.

Each event type comes with a slightly different planning experience, so this step helps us tailor the platform to your needs.


Add a Destination

If you already know where you want to go (or even have a few locations in mind), you can enter them here. No need to create separate events— you can compare venues in different cities right from the same page.

If you’re still exploring options, feel free to skip this step. You’ll still be able to browse destinations or request suggestions later on.


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

Share how many people you expect to attend. This helps us match you with venues that can accommodate your group and inform things like food and beverage minimums or room blocks.

You can input an exact number or your best guess for now—we know things can shift.


Set a Budget

Enter your estimated budget, even if it’s just a rough range. This helps prioritize the right venues and vendors for your needs.

If you're unsure, try using our Budget Estimator tool to get a quick sense of what’s realistic based on your event type, size, and location. Alternatively, you can learn about our budget recommendations in more detail here.

You can update your budget at any time—just keep in mind that major changes might impact your venue or vendor options.


Name Your Event

Start by giving your event a name. This can be as straightforward or creative as you’d like, but we recommend choosing something descriptive that’s easy for your team to recognize—especially if you’ll be planning multiple events with us.

Best practices:

  • Include your company name and event type for clarity (e.g. “Acme Co. Q3 Offsite” or “Revenue Team Retreat – Fall 2025”)

  • Keep it short and skimmable

  • You can always update this later!


That’s it! After completing these steps, your event page will be set up and ready for planning. You’ll be able to explore vendors, add collaborators, and start building your itinerary.

Need help making changes later? You can always make changes in the Event Details section. Learn how here.

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