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Using the Planning Sheet

A shared space for your team’s event details

Updated over 2 weeks ago

The Planning Sheet gives your team one central place to reference budgets, department details, menu selections, and any other planning docs you rely on. Upload a Google Sheet once and keep everyone aligned as plans evolve.

Add Your Planning Sheet

To get started, select the Link Document button on the page.

In the pop up window that appears, paste your Google Sheet link. Make sure your collaborators already have access to the file in Google Drive before adding it here.

Select Confirm to attach the sheet to your event.

Your sheet will now display directly on the page, and you can click through tabs or make edits without leaving the platform!

Update or Remove Your Sheet

If you need to replace the document or remove it altogether, select the Replace Link button.

Remove the existing link by selecting the "X" at the end of the field or paste a new one, then select Confirm to save your changes.


If you prefer working in Google Sheets directly, select the icon with the outward arrow on the top righthand side of the page to open your document in a new tab.

Note: Planning Sheets are only available for self-service events. If you’re working with one of our event planners, you’ll see a Full Service Hub tab instead, where your planner will link your working sheet for you. To learn more, visit the Full Service Hub article.

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