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Quickstart Guides

Start here!

5 articles

Webinars

Watch a live or recorded training webinar

12 articles

FAQ

Quick answers to frequently asked questions

13 articles

Org Reports & Settings

Set up your Org for streamlined collaboration.

9 articles

Team Reports & Settings

Set up your Team Settings for streamlined collaboration.

11 articles

Events Dashboard

Learn how to navigate the Events Dashboard.

10 articles

Publishing Event Calendars

Customize and share your Event Calendars 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

Event Info

Add Type, Role, Territory, Floor Plans and custom fields to organize your events.

7 articles

Checklists

How to use tasks and assignments and keep everyone on track

9 articles

Checklist Templates

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

1 article

Budgets

Planned vs. Actual, Invoices, Reporting

2 articles

Travel

Group Planning, Schedules & Expenses

1 article

Shipments

Track inventory and shipments with real-time updates from FedEx, UPS and more.

1 article

Attachments

Upload and 3rd Party Integrations

2 articles

Team Inbox

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

7 articles

Event Notes

Add free form notes, images and text formatting to your Events and Event Briefs

1 article

Schedules

Daily Timeline with Travel and Meetings

4 articles

Meetings

Briefings, Notes and Salesforce Sync

3 articles

Contacts

Leads, Customers, Vendors and more

4 articles

Lead Capture

Capture leads from events and sync to your CRM

4 articles

Salesforce CRM Integration

Sync Leads, Meetings and more with Campaigns

10 articles

ROI Tracking

Leads, Meetings, Goals & Surveys

4 articles

Account Settings

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

6 articles

Email Settings

Customize the type and frequency of your email notifications

2 articles

Permissions

Learn how to manage access Permissions for your team and company

7 articles

Imports & Exports

Import and export Events, Contacts, Budgets & more

4 articles

Calendar Integration

Integrate with Outlook, Google and more.

4 articles

Single Sign-On (SSO)

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

6 articles

Mobile

Learn how to use EventGeek on mobile and iOS devices.

3 articles

Subscriptions

Subscription plan options, pricing & payment

3 articles

Contact us

We're here to help!

2 articles