Feature |
Benefit |
Ease of Use |
Tab organization facilitates quick, easy navigation. Use quick tabs to quickly move from the booking grid to event management details, customer contacts, venues, and suppliers. |
Wizards |
Wizards will guide you through the important steps of a booking and makes the system user-friendly (especially for users with minimal computer experience or new employees). This saves time and ensures that all necessary information is captured. |
Automatic Reminders (Actions) |
The internal reminder system creates 'actions' - automatic pop up windows that notify users of impending tasks and to-do's. |
Staff Management |
Allows for multiple users. Assign events or tasks, send messages, or set reminders for other users from inside the program. |
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Get fast, detailed information with professionally designed, built in reports, or customize reports with the report explorer. |
Itineraries |
Create itineraries for attendees, speakers and sponsors, and produce reports that can be emailed directly to participants. |
Comprehensive Financial Control |
Manage accounting, invoicing and budgeting from within EventPro Planner. Track your actual vs. budgeted expenditure through the entire event process. |
Communications |
All communications are recorded in a log. Message other users and set reminders for yourself. Merge client or attendee information into form letters, mailing labels, or directly into the body of an email. |
Data Import and Export |
Import data via the mapping and import wizard. Import external attendee files directly into the system. Reports are easily exportable to a number of formats: RTF, XLS and PDF. |
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An online registration module is available for publishing events and attendee data to a website. |
Track Complete Event Details |
Record, update and search items such as attendee types, registrations, client communications, budgets and more. |
Controlled User Security
| Control the tasks users are allowed to perform, and the information they can view. Allows users access to different areas according to their responsibilities, while giving other users view-only rights.
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Graphical Event Booking View |
Change dates, add or remove days, or assign events to a new planner by dragging and dropping events on the calendar. |
Graphical Event Detail Calendar |
Schedule event functions with the graphical drag and drop view. Break down each hour of an event into individual functions and setup requirements. |
Highly Customizable |
Add user-defined fields to virtually any record, or remove the tabs not required. |
Detailed Client Records |
Record available room types and features. Search venues by feature to find appropriate locations for new event bookings. |
Track Suppliers |
Keep detailed supplier records to manage catering, labor and staffing, and setup items. |
Comments Fields |
Comment tabs allow the entering of detailed event information which can be printed in any of the numerous report formats. |
Manage Attendee Registrations |
Track all attendee details such as travel arrangements and room and item requirements. |
