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- Corporate Event Planner
- Get started
Get Corporate Event Planner running in four steps.
Prepare an event, name its reviewers and rehearse admission closeout.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Corporate Event Planner. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Corporate Event Planner in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your ERP.AI account. Use Proto to configure Corporate Event Planner for the organization and staff who will run the first event. Give each person the access required for planning, budget review, admissions or finance.
Prepare the first operating cycle
Choose one upcoming event. Enter its organization, owner, venue, schedule and capacity. Set up the budget, identify the independent reviewer and decide which provider evidence will verify captures. Walk from draft through review, approval and open admissions. Record a reservation and one admission, then compare the line with verified payment evidence.
Review before release
Test a changed event revision after approval, a repeated admission scan, a missing provider capture and a receipt that needs review. Confirm who decides each exception and how the team records the reason. Use the implementation plan for the pilot handoff and pricing for the commercial setup.
Set up Corporate Event Planner your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.