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Quickstart Guides

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4 articles


Watch a live or recorded training webinar

12 articles


Quick answers to frequently asked questions

10 articles

Org Reports & Settings

Set up your Org for streamlined collaboration.

8 articles

Team Reports & Settings

Set up your Team Settings for streamlined collaboration.

12 articles

Single Sign-On (SSO)

How to setup SSO with your IT team using Okta or another SAML provider

6 articles


Learn how to manage access Permissions for your team and company

8 articles

Events Dashboard

Learn how to navigate the Events Dashboard.

9 articles

Publishing Event Lists

Customize and share your Event Lists with your team.

2 articles

Publishing Event Briefs

Customize and share your Event Briefs with your team.

2 articles

Event Requests Forms

Create and share Event Request Forms to receive and respond to suggested Events.

6 articles

Lead Capture

Capture leads from events and sync to your CRM

5 articles


Learn how to use EventGeek on mobile and iOS devices.

3 articles

Event Info & Notes

10 articles

Team Inbox

How to capture notes, leads, meetings and more through email forwarding

6 articles


How to use tasks and assignments and keep everyone on track

18 articles

Checklist Templates

Create checklists from Templates and set due dates to event start dates

6 articles


Planned vs. Actual, Invoices, Reporting

6 articles


Upload and 3rd Party Integrations

2 articles


Daily Timeline with Travel and Meetings

5 articles


Group Planning, Schedules & Expenses

2 articles


Briefings, Notes and Salesforce Sync

5 articles


Leads, Customers, Vendors and more

4 articles


Leads, Meetings, Goals & Surveys

5 articles

Salesforce CRM Integration

Sync Leads, Meetings and more with Campaigns

10 articles

Calendar Integration

Integrate with Outlook, Google and more.

4 articles

Account Settings

Update account info, reset your password, manage emails and set your homepage.

5 articles


Check out our public roadmap

1 article


Subscription plans explained

1 article

Contact us

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2 articles