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- Corporate Event Planner
- Who it's for
- Multi-office programs
Multi-office programs
Teams planning events across offices need a clear local schedule and one accountable owner for each event. Organization records hold time zone and currency, while venues hold contact, address and eligibility details. The event links these to capacity and lifecycle status, giving reviewers a concrete plan to assess.
How Corporate Event Planner is set up for you
Local context
Set each organization's time zone before entering event dates so staff read the calendar consistently.
Venue choice
Keep active venues and their eligibility notes current for each office.
Ownership
Link a team member to a user and organization, then assign that person to the event.
Review
Record decisions against the event revision so a changed date or capacity does not inherit an earlier approval without inspection.
Teams planning events across offices need a clear local schedule and one accountable owner for each event. Organization records hold time zone and currency, while venues hold contact, address and eligibility details. The event links these to capacity and lifecycle status, giving reviewers a concrete plan to assess.
A regional organizer can draft an office session with a venue and owner, submit its budget, and ask an independent reviewer to decide. The Admissions Coordinator then works from the approved, open event. At the end, the finance team reads admission quantities and verified provider evidence for the same event rather than combining separate office spreadsheets.
Begin with one office and one active venue per organization. Confirm codes, time zones and staff membership. Rehearse an event whose start time changes during review and another whose venue becomes inactive. Make sure organizers can recognize the current revision and reviewers can find the reason behind their decision. Expand to more offices after the first event's admission and closeout records are complete.
Features to start with
Roles on the team
- Event Organizer
- Owns event plans, schedules, venue choices and draft corrections.
- Budget Reviewer
- Decides whether a submitted event budget can proceed and records the reason.
- Admissions Coordinator
- Reserves capacity and records entry for an open event.
- Finance Reviewer
- Checks provider payment evidence and closeout discrepancies.
- Admin
- Maintains organizations, staff access and venue records.
Set up Corporate Event Planner your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.