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  1. Event + Ticketing + CRM + Analytics
  2. Process
  3. Event preparation
Process · Event preparation

Event preparation

Prepare a scheduled event and record a separate review decision.

Step by step

  1. 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
  2. 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
  3. 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.
  4. Open event Event Owner

    Event Owner opens approved scope for admissions.

    • Make approved event available
    • Updates Events, Operation receipts
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.

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