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- Event + Ticketing + CRM + Analytics
- Process
- Event preparation
Event preparation
Prepare a scheduled event and record a separate review decision.
Step by step
-
Prepare event Event Owner
Event Owner creates the event under the right organization, selects an active venue, assigns an owner and enters its schedule and capacity.
- Establish schedule and scope
- Updates Events, Organizations, Team members, Venues
-
Submit event Event Owner
Event Owner checks the current revision and moves the event from Draft to Review.
- Preserve submitted revision
- Updates Events, Operation receipts
-
Review event Independent Reviewer
Independent Reviewer checks the venue, schedule, capacity and current revision, then records Approve, Reject or Return with a reason.
- Record decision and reason
- Updates Review decisions, Events, Record attachments
ApprovalA person approves before the work moves on. -
Open event Event Owner
Event Owner opens approved scope for admissions.
- Make approved event available
- Updates Events, Operation receipts
Who does what
Roles and permissions- Event Owner
- Prepares and opens; Independent Reviewer decides; Admin maintains organization, venue and membership records; Admission Operator receives the open event.
Set up Event + Ticketing + CRM + Analytics your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.