1. Corporate Event Planner
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  3. Event planning
Feature · Event planning

Event planning

Give each event an owner, venue, schedule and capacity before review.

OverviewOpen events
Corporate Event Planner · Event planning

Open events

Events

New
Record numberSubjectStarts atEnds atCapacityOwner
EVN-68299Open evn-90123 Oct29 Oct550
EVN-76394Open evn-25204 Oct11 Oct940
EVN-17056Open evn-38425 Oct27 Oct540
EVN-23191Open evn-98110 Oct18 Oct180
EVN-20343Open evn-96105 Oct14 Oct860
6 of 6 records
Open evn-901Events · EVN-68299
Starts at23 Oct
Ends at29 Oct
Capacity550
CounterpartyVNS-8271
Example screen with sample data

What you can do

Put the plan on the calendar

The Event Organizer creates the event with a subject, organization, owner, venue, start time and capacity. The Events page places that record on a calendar and shows admission activity for the selected event. The full detail stays with the selected record, so the organizer can check the plan before using a guarded action. For a staff gathering, the owner can look at the planned start, venue and available capacity together instead of reconciling separate notes.

How the work is organized

  • One event record. The event holds its number, status, schedule, owner, organization, venue and revision.
  • A named venue. The venue record carries its active state, contact, address and eligibility note.
  • A reviewable change. The revision identifies the scope a reviewer saw and the operation receipt records a guarded action’s result.

A draft can move to review, approval and then open admission. Completed and cancelled events remain in the history. The organizer should check the event’s current revision when revising the scope; a decision made on an older revision should not silently govern a newer plan.

What to agree during setup

Choose who owns each event and which organization is responsible for it. Set the organization’s time zone before importing dates. Decide how staff check whether a venue is eligible and who may submit an event for review. Agree whether a changed schedule or capacity returns to review. The same rules should apply to a small meeting and a larger company program, even when different people organize them.

Check the handoff on an actual case

Start with a draft company session at an active venue. The Event Organizer records its start, end, owner and capacity. The Budget Reviewer sees the review version and records a decision against that source revision. After approval, open the event and reserve a place. Change its capacity and check that the team sees the new revision before any later approval or guarded action. This rehearsal makes the ownership and revision boundary visible before a live event depends on it.

What your team sees

  • Event calendar — Scheduled events with their status, owner, capacity and venue.
  • My events — Plans assigned to the signed-in owner.
  • Event status board — Events grouped through draft, review, approval, open, completion and cancellation.

Follow the work through

See event approval and admission to closeout. Use the implementation plan to rehearse an event before release.

What it keeps track of

Data model
Events
Programs, events and sessions with capacity, lifecycle and revision.
Organizations
Operating organizations that own events, venues and team members.
Team members
Staff membership linking a platform user to an organization and role.
Venues
Physical or virtual venues and resource providers used by events.
Operation receipts
Idempotent receipts for guarded operations with expected revision and result state.

Who uses it

Permissions
Event Organizer
Owns the plan; Budget Reviewer decides on the review version; Admin maintains staff and venue access.

Set up Corporate Event Planner your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started