Organiser
An event's page
Run an event from its page — details, the Plan tab (budget, next actions, moments, services and tasks), calendar, run of show, status, PDF export and permanent deletion.
Updated on October 17, 2026
Goal
An event's page gathers everything about it: its details (date, time, venue, budget), its progress and shortcuts to guests, invitation, seating plan and gifts. Its Plan tab is the one screen to organize: the budget, the next actions, then each moment (the ★ big day first, then the others in chronological order) with its tasks grouped by service — caterer, DJ, decoration… It is also where you change the event's status, export it as a PDF or delete it.
Steps
- Open Events in the menu, then click the event. The pencil next to the title renames it; the Budget, Date, Time and Venue cards change with one click; under the address, Venue type (village hall, castle, beach…) helps the AI adapt the plan. The event's date and venue are those of the big day.
- The Overview tab shows what is spent and planned, the progress, the Organization section and your booking requests in progress. Organization lists every section of the event: plan, guests, invitation, seating plan, check-in, gifts, photos and requests (plus quotes & invoices and client space for an event planner). Each card sums up its state in one line and leads to its page.
- Open the Plan tab. At the top, Allocated (the sum of the moments' budgets, its share of the overall budget and what is left), Committed (accepted quotes) and Paid — and, as soon as a task collects money (contributions, kitty, till), Income with what is left to fund (budget − committed + income: Still available while positive, Left to fund when money is missing); a banner warns when the moments exceed the overall budget. Budget by service shows each service's planned, committed and paid amounts (caterer, DJ…), across all moments. Below, Next actions lists upcoming due dates across all moments, overdue ones first, each with its button: Done (or the action that completes the task), Find a provider or Pay the balance. Each instalment of a signed quote (deposit, balance…) shows there on its date with Record the payment, until your payments cover it.
- Each moment shows its date (or Date to be set, or Same day as the big day), its venue, its budget and its share of the overall budget, and its progress. Its ⋮ menu edits it (title, description, emoji), sets its date and time, duration, venue and budget, makes it Same day as the big day or Make it the big day, exports it as a PDF or deletes it. An event with a single moment shows no moment header. With several moments, they fold into an accordion: only one is open at a time, the ★ big day first. Click a moment's header to open it, or its chip in the moment bar above; each chip shows the tasks left. A filter (To do, Done…) shows its results in every moment at once. Each moment also has its own page: the ↗ arrow next to its ⋮ menu opens it, with only that moment, its tasks and the filters; Back to the plan returns to the Plan with that moment open.
- Within a moment, tasks are grouped by service; each group shows its icon and progress (“2/8 done”); tasks without one are grouped by nature: Decisions and framing (define, set, choose, approve), Guests, Team and contributors, Appointments, Paperwork, Content to prepare, Purchases and supplies, Bookings, Payments and income, Logistics, Follow-up and coordination, then Other tasks. Each row shows the "done" checkbox, the title, who handles it (or the people appointed), the committed and planned amounts, the payment method, the due date (in red when overdue), Waiting on: … while its prerequisite isn't done yet, and, once the task has started, a badge: In progress, Awaiting provider, Booked, Done or Cancelled — or, for a done task that set a value, that value. The checkbox tells where the task stands: empty (to do), an orange dash in progress (started, or a provider asked or booked whose service isn't delivered yet) or ticked (done). Clicking an empty box completes the task, asking only for what it takes: see Completing a task below. Clicking a ticked box reopens the task. To mark it In progress, or go over everything in detail, use Organize the task. Click the row to unfold its details, which only show what is filled in: when, where, what is paid, requests sent with their conversation and quote, and the Organize the task button, the only one to change anything. A simple task — one you do yourself, with no service, price or payment, such as a decision — stays uncluttered: no “Me”, no Record a payment when unfolded; only the action that completes it and Organize the task. Groups open one at a time, like moments: at first, the first one that still has a task to do; clicking another group's header opens it and closes the previous one. When folded, a group keeps its name, progress and buttons (Hand it all to one provider, +).
- Add a task, at the bottom of a moment, or a service's + opens a field: type the title then press Enter, the field stays open for the next one; Escape closes it. A task added in a service carries that service and becomes a booking. The + of a Purchases and supplies, Bookings, Logistics or Follow-up and coordination group also gives the task its type; the other groups of tasks without a service (decisions, appointments…) come from what the task asks for, so they have no +.
- To reorganize, drag a task onto another one (it lands before it) or into another service of the open moment — on a computer, when tasks are grouped by moment and unfiltered. To change moment, use Move…. Everywhere, a task's ⋮ menu offers Move… (moment and service), Cancel task or Restore task, and Delete. A computed due date follows its new moment's date.
- The All, To do, Awaiting provider, Booked and Done chips filter the tasks; Group by sorts them by Moment, Service or Status. Add a moment creates a free moment or one taken from the template; Save as template keeps this organization for a future event: the moments and the ★ big day, the services, who handles each task, the due dates (relative to each moment), the times on the day and the prerequisites.
- Organize the task opens a step-by-step window (at the bottom of the screen on mobile), with a single question and a single field per screen. Everything is prefilled and every step can be skipped: Next and Previous move one step, the progress bar at the top jumps straight to any of them. Steps the task does not need are not shown. In order: Who takes care of it?, already answered by the template (Myself, A platform provider, An external provider from your address book, or A relative or friend); Who exactly? depending on the answer (the relative's name, then Their number?; the external provider's name, with its card to complete folded below; or the platform provider search), nothing to add for Myself; How much?, the planned amount, with what is committed and paid recalled as soon as there is any; Where?, the map of the place, by default the moment's (itself the event's), which Another address? replaces and Back to the moment's place restores (a formality with no place skips this step); To do before…, the due date, in the calendar; Which day?, the day it happens, then At what time? once a day is picked; How long?, the duration; How will it be paid?, the method agreed with a relative or an external provider (a platform provider is paid through its quote) — payments themselves are recorded from the task with Record a payment. More details lists the optional details and opens one at a time (All details goes back to the list): the Task title and its emoji, the service, the Type (Booking, Purchase, Logistics, Follow-up and coordination or Other: it sorts the task when it has no service; choosing a service for a task without a type makes it a booking), Depends on… (the task to do before this one), the description, This task sets (a value of the event), the Attachments and, if any, the Payments already recorded, with what is left to pay: you can switch a payment between due and paid, or delete it. Attach a file adds a PDF or a photo (a receipt, a document you received, the content you created), up to 10 MB and ten per task, uploaded right away without waiting for Save; clicking its name opens it, the bin removes it. The event PDF lists their names under each moment. Where does it stand? offers To do, In progress and Done (with a provider asked or booked, the task is at least in progress). Save, on that last step, saves it all; closing the window changes nothing. With a platform provider, tick one — or up to three to compare their quotes —, add a message, then Send the request. As soon as two quotes have arrived, Compare quotes shows them side by side; Select this quote accepts it and declines the others. The same provider can handle several tasks: once a provider is ticked, Also add (same service) offers the other tasks of that service, across all moments — one request, one conversation. Hand it all to one provider, in a service's header, opens its first task straight away with all the others already ticked. The search opens filtered on the task's service, with the Budget left for this service as a guide. An off-platform provider can also handle several tasks: the Also add (same service) step, right after its card, offers the other tasks of the same service. Once saved, they form a single service: the task you are organizing holds the agreed price and the payments (one deposit, one invoice), its row shows Same service: …, and the other rows say they are paid with it; recording a payment on any of them records it on that task. Tasks nobody was handling yet move to this provider; a task already entrusted to someone else keeps its own, so two providers can cover the same task (the florist and the lighting company for the decoration). Unticking a task removes it from the service.
- The Calendar tab shows everything dated, from the preparation to the day after, in Month, Week or Day view: moments (★ for the main one), task due dates, times on the day, appointments (a timed task on another day than its moment, such as a tasting, and any appointment task once its appointment is set) and payment installments, each with its colour — the legend recalls them. Today and Big day bring you back; Service and Moment filter. Clicking an item opens its task or moment in the Plan; in month view, drag a due date onto another day to move it.
- The Run of show tab shows, day by day, each moment and its timed tasks — the time, who takes care of it, where, and their phone. On the big day, the event page opens straight on it. Create the link gives a read-only link to send to your providers or the master of ceremonies, no account needed; Show phone numbers decides whether numbers appear on it. New link replaces the old one, Turn off the link stops it, Print or PDF puts it on paper.
- The PDF button exports the event file — the budget allocated, committed and paid (and by service), the income and what is left to fund, each moment (★ big day first) with its tasks grouped by service and their due dates, the day rundown, contacts, checklist and addresses; the Help link at the top of the page opens this manual. The Event status menu (⋮) lets you mark it as done, cancel it (it stays readable and can be restored), or delete it — a permanent deletion, confirmed first: moments and tasks disappear, guests and gifts are erased, open requests are cancelled and their vendors notified. Quotes and invoices already issued remain, as the law requires.
Adapting the plan to the venue, date and time
When the venue, date or time change after the plan was created, or weren't known yet, a The venue, date or time has changed banner appears at the top of the Plan tab. Adapt the plan (in that banner, or in the Moments and tasks header) asks the AI to reread the plan with that context: the day of the week, a public holiday or a long weekend, school holidays in the zone, rush hours for guests' access, sunset, what the venue type already provides.
- Click Adapt the plan. The window shows what the AI takes into account: the date, the time, the venue's city and its type. At least a date or a venue is needed.
- Click Suggest changes (the chip shows its cost: 1 credit). If the AI isn't available, no credit is used.
- The AI sums up what it noticed, then suggests its changes, sorted into groups that open one at a time: Moments to add, Moments to move, Moments to remove, Tasks to add, Tasks to move and Tasks to remove. Each change gives its reason and, for a move, the before and after.
- Untick what you don't want to keep. Removals come unticked: tick them to accept them. Removing a moment also removes its tasks, and the changes aimed at it are greyed out.
- Click Apply. The banner goes away until the next change of venue, date or time; its cross (Dismiss) hides it without changing anything.
Completing a task
A task's checkbox only asks for what it takes to call the task done. Nothing to add: one click marks it Done, with no extra window, and the confirmation message offers Undo. Otherwise it opens the Complete the task window on what is missing: what you enter is saved and the task is checked in the same move; closing the window changes nothing. The same action shows on the row (Set the date, Record the settlement… — the icon alone on a phone), in its ⋮ menu and, instead of Done, in Next actions. What a task asks for is set by the template or by the plan suggested by AI; otherwise it follows from who handles the task and its price. Reopening a task erases nothing recorded when completing it.
| Kind of task | What the checkbox asks for |
|---|---|
| Nothing else to add (“Team briefing”) | Nothing: it checks straight away. |
| Setting a value (“Choose the date”, “Set the budget”) | The value: date, venue, budget or guest count. Already set, it checks straight away. |
| Handed to a relative or an external provider, or with a planned price not fully paid | The settlement: the final amount, paid or still to pay. |
| Handed to a platform provider whose quote is accepted | The service delivered: the balance, then a review. |
| Purchase or order (“Buy the gifts”) | The purchase: the amount spent and its payment. |
| Income (“Collect contributions”, kitty, till) | The income: the money received. |
| Appointing, recruiting, briefing (“Choose the witnesses”) | The people: name, role, phone. |
| Appointment, fitting, rehearsal | The appointment, in two steps: set it, then say it took place. |
| Paperwork (“Get the death certificate”, “Submit the file to the town hall”) | The document obtained: the day, the reference, the issuing body and the document itself. |
| Content to create (“Write the wishes”, “Prepare the speech”, “Make the slideshow”) | Your choice: the text, a link, the file — or nothing, to say it's ready. |
| Decision (“Define the objectives”, “Set success indicators”, “Choose the theme”, “Approve the brief”) | What was decided, in a few lines. |
| List (“Draw up the trousseau list”, “Equipment inventory”) | The list's items: the task ticks itself once everything is ticked. |
| Delivery (“Receive the delivery”, “Tent and furniture delivery”) | The receipt: when it arrived, as expected or not, what differs and a photo. |
| In a section: guest list, invitations, replies, seating plan | Nothing: it checks itself; before that, the checkbox asks you to confirm. |
The value: date, venue, budget, guest count
“Choose the date”, “Book the venue”, “Set the budget”, “Estimate the number of guests”… set a value of the event. Their row carries the action button — Set the date, Set the venue, Set the budget or Set the guest count — instead of the organization: a small one-field window (the date, with the time if you add one; the address, with its venue type; the amount; the number), and Save writes the value AND checks the task. On the ★ big day (or a preparation step such as “Scope and budget”), the date and venue are the event's; in another moment, that moment's (“Choose the ceremony venue”). The budget and the guest count are always the event's. Once done, the row shows the value (“June 12, 2027”, “€8,000”, the address): one click edits it, in the same prefilled window. To hand the task over anyway (a wedding planner looking for the venue), the ⋮ menu keeps Organize in detail. On a task you added yourself, Organize the task › More details offers This task sets: nothing in particular, the date, the venue, the budget or the guest count.
The settlement
Record the settlement opens a window with two tabs: Settle the task completes it (final amount, what is settled) and Record a deposit records a partial payment and leaves it open. Both tabs carry their icon. The deposit takes three steps: How much? (the amount, in the event's currency, with its adjustable Step for the − and + buttons), How? (the payment method) and When? (Already paid, dated today; Another day opens the calendar). The task's ⋮ menu, Record a payment, opens the same window on the deposit. Settle the task reminds you who handles the task; Change closes the window and opens Organize the task, where you hand the task to someone else. It also fills in step by step, one question per screen (Next and Previous, the bar at the top shows where you are): for a relative, their name then their phone, carried over from the task; the final amount; the payment; then, if it is paid, the amount paid, the payment method and the date. Steps that don't apply don't show. The final amount starts from the planned price and becomes the task's price. Paid records a payment — the rest by default, which you can change — with the method planned on the task and today's date; Still to pay records nothing, and the rest stays in the budget. Complete the task, on the last step, saves it all and ticks the task.
The service delivered
Confirm the service reminds you of the accepted quote, what is already paid and the balance. For the balance, choose Later, Paid offline (the amount, the planned method and the date are recorded on the booking) or, when online payment is open on the platform, Pay online: the quote opens once the task is ticked, and its invoice is paid there. The service was delivered ticks the task; you are then offered to leave a verified review of the provider — it's optional, Later closes it and the row keeps Leave a review.
The purchase
Record the purchase (“Buy the gifts”, “Order the galettes”): the amount spent becomes the task's price; Already paid (on by default), the payment method and the payment date record the payment — turn it off for a purchase you'll pay later, it stays “to pay”. The optional note (shop, order reference) goes with the payment, shown in Organize the task. A deposit already paid on the task is deducted: only the rest is recorded. Attach the receipt adds the receipt — a photo of the receipt or a PDF invoice: it is attached to the payment, opens in one click from Organize the task, and the event PDF lists it by name, marked “(receipt)”. The budget follows: the price counts in the allocated amount, the payment in the paid amount; the committed amount only counts accepted quotes.
The income
Record the income (“Collect contributions”, “Open the kitty”, “Count the day's takings”): the amount received, the payment method, the day (Received on) and, if you like, From whom? (a family, a collection). Several payments in? Record and add another saves this one without ticking the task and clears the amount for the next; the Already received list shows them with their total, and the bin removes one recorded by mistake. Complete the task records the last amount entered and ticks the task — or just ticks it when payments are already recorded. This money joins the budget's Income, never the paid amount: what is left to fund is the overall budget, minus what is committed (each task's accepted quote, or what is paid when it is more, like a purchase without a quote), plus income. Reopening the task doesn't remove what was received.
The people
Name the person (“Appoint the moderator”, “Choose the witnesses”, “Brief the volunteers”): for each one, their name, their role — already suggested from the task's title, editable — and their phone (optional). Add a person names several. Pick someone you know finds, by name or phone number, a relative already named on another task, the client (for an event planner), a guest or an entry of your address book. Complete the task saves them and ticks the task; the Plan row then shows their names. They become the event's Contacts: listed under the run of show — on the shared link, only when phone numbers are shown there — and in the Contacts section of the PDF. Reopening the task and completing it again replaces the list.
The appointment
“Meet the officiant”, “Rehearse the ceremony”, a fitting are completed in two steps. First Set the appointment: the day, the time if you know it and how long it lasts, and the place. The appointment shows in the Calendar tab and the task moves to In progress; until it has taken place, Change the appointment lets you move it. Once it has passed — at the end of the slot, or from its day if it has no time — the checkbox offers The appointment took place: an optional note (what was decided, what's left to do) is added to the task's description, and the task is checked. A past appointment not checked yet shows in Next actions.
The paperwork
Record the document obtained (“Get the death certificate”, “Submit the file to the town hall”, “Have the banns published in the parish”): the day it was obtained (Obtained on, today by default, never a future date) and, if you have them, its reference (file or certificate number) and the body that issued it (town hall, consulate, parish). Attach a file adds the document itself — a PDF or a photo, uploaded as soon as you pick it, found later under More details in Organize the task. Complete the task saves it all and ticks the task; its row then shows “Obtained on …” and the reference. The task's due date, computed from the event date, does not change. Reopening the task and completing it again picks up what was recorded.
The content
Record the content (“Write the wishes”, “Prepare the speech”, “Make the slideshow”, “Prepare the playlist”): everything is optional. Paste the text (the speech, the wishes, the readings), add a link (a playlist, an online slideshow; the address must start with http or https, or it is completed) or attach a file — a PDF or a photo, uploaded as soon as you pick it, found later under More details in Organize the task. Nothing to record? Complete the task simply says it's ready. With a text, Show in the Run of show displays it under the task in the Run of show tab, on its shared link and in the PDF — handy for the speech you'll read on the day. The text and the link are shown when you expand the task's row. Reopening the task and completing it again picks up what was recorded. The invitation itself is made in the Invitation section: its task leads there and checks itself once every guest has received their invitation.
The decision
Record the decision (“Define the objectives”, “Set ticket prices”, “Choose the theme”, “Approve the brief”): write What was decided, in a few lines — it is required, it is what remains of the decision. It shows under the task's title (Decided: …) and in full when you unfold its row. Reopening the task and completing it again brings the text back, to correct it.
The list
Open the list (“Draw up the trousseau list”, “Equipment inventory”, “Write the shopping list and share it out”): every change is saved straight away. Type an item and, if needed, its quantity, then Add — or press Enter. Tick items as you go; the arrows move an item up or down (from the keyboard too, focus follows the item) and the bin removes it. The Plan row shows progress (“7 / 12”). Ticking the last item ticks the task; unticking later does not reopen it. You can also complete it earlier: the window says how many items are not ticked, and Complete the task confirms — the list stays as it is. Some template tasks come with a suggested list (kitchen utensils, shots to take…), to complete or trim; saving your event as a template keeps its tasks' lists.
The delivery
Record the delivery (“Receive the delivery”, “Rented equipment delivered”, “Tent and furniture delivery”): the day and time it arrived (now by default, never a future date), then As expected? Yes or No. When it is not, say what is wrong — this is required — and attach a photo if you like. The window recalls the purchase or booking task the delivery belongs to: the one it depends on if you set it in Organize the task, otherwise a task for the same service. When that provider is booked on the platform, Let … know in the messages (ticked by default) sends them your note, then opens the request's conversation. Complete the task saves it all and ticks the task; its row then shows “Received …” and, when needed, “Issue reported”. A delivery planned at a set time shows in the day's Run of show tab.
Tasks done in a section
Drawing up the guest list, sending the invitations, following the replies, making the seating plan: these tasks follow what their section notices, with nothing to enter. Their row shows the progress (“42 / 60 replies”) and its button (Go to guests…) opens the section. The task checks itself once the list reaches the expected guest count (each guest counts with the companions they may bring), once every guest has received their invitation (sent from Guests, or whose reply is recorded), once all the replies are in — or the day of the event is past, which closes replies —, or once every confirmed guest has a seat in the seating plan. With the section complete, the checkbox checks straight away. Before that, it recalls where the section stands and asks you to confirm: Check it anyway — for the guest list, The list is complete, the only way to complete it without an expected guest count.
FAQ
Why does the checkbox open a window? The task needs a piece of information to be called done: the value it sets, what was paid, the service delivered, the people appointed, the appointment… The Complete the task window asks only for that and saves it while checking the task — the table in Completing a task tells what each kind of task asks for. For a task done in a section that isn't complete yet, it only asks you to confirm. With nothing to add, the checkbox checks straight away.
Why did my task check itself? Two kinds of tasks check themselves. Those that set a value (“Choose the date”, “Set the budget”): as soon as the value is set elsewhere — on the Date or Budget card, in a moment's settings, at creation —, the task is done; clearing the value doesn't reopen it. And those done in a section (“Track replies”, “Seating plan”): as soon as the section notices it is done — see Tasks done in a section. A done task stays done, even if a guest is added; one click on its checkbox reopens it, and a section task reopened by hand doesn't check itself again until the section's progress moves.
Why does a task's checkbox show a dash? The task is in progress: you marked it started, or a provider was asked or booked and the service isn't delivered yet. Tick the box once the service is delivered.
What is "Depends on…" for? To say that a task waits for another one of the same event: the seating plan waits for the RSVP replies. It's optional. The task shows Waiting on: … and only shows up in Next actions once its prerequisite is ticked done (or cancelled); its payment due dates stay there. A task can't depend on itself or on a task that already depends on it: the list only offers the possible choices. Templates already set the usual prerequisites (seating plan ← tracking replies, replies ← sending invitations, invitations ← guest list) when they include both tasks.
How do I review a provider? As soon as the service is delivered — the day has passed, or the task is checked "done" —, its line offers Leave a review. Once given, the line shows "Review ★★★★★ given"; a booking covering several tasks has a single review, shown on each. The day after the service, a notification reminds you (can be turned off in your preferences, "Bookings" category; never an email). For an off-platform provider, Rate privately (or Private rating in the ⋮ menu) keeps a 1-to-5 rating and a comment, visible to you only.
Who sees phone numbers on the shared run of show? Nobody, as long as Show phone numbers is off: the link then shows who does what, where and when, without any number or the Contacts list. You can change your mind at any time; the link stays the same.
Why does a due date moved in the calendar no longer follow its moment? Dragging it onto another day sets it by hand, just like changing it in the task. Follow the moment, in the task's detail, links it again.
What happens to a request covering several tasks? Each covered task moves to awaiting the provider. Its quote has one line per task: the committed amount is split between them, and Compare quotes compares each task's share (For this task (excl. VAT)). Accepting the quote moves every covered task forward; cancelling the request puts them back to do.
Where did a step's page go? It joined the Plan tab: an old link opens the moment directly. Everything it offered — adding, ticking, organizing, deleting a task, setting the moment's date, venue or budget, exporting it as a PDF — is now done from the Plan.
What happens when I change a task's due date? It is then set by hand and no longer follows its moment's date. Follow the moment, under the field, gives it back: the date stays, and the next change to the moment's date will shift it again.
What is the AI allowed to change when adapting the plan? Only what isn't organized yet: a task still To do, with no provider, helper, price, payment, attachment, description or hand-set due date; a moment with no venue, budget or description of its own, whose tasks are all in that case. The ★ big day never moves, and a done or organized task stays as it is. If a task gets organized between the suggestion and Apply, its change is left out and a message says so.
What does the AI receive to adapt the plan? The category, your role, the guest count, the budget, the venue's city and department (never the exact address), the venue type, and the titles, dates and due dates of the moments and tasks. The day of the week, public holidays, school holidays, the season and sunset time are computed by etkivent and passed on as is.
How is the budget split? Only the overall budget is typed in, on the event's Budget card. A moment's share is the sum of its tasks' planned prices; you can set it by hand with Budget in the moment's ⋮ menu, and it then takes precedence. Each moment shows its share of the overall budget as a percentage.
How do I record a payment? Record a payment, in a task's ⋮ menu or its detail, offers the amount of the next instalment (or what is left to pay), the method planned on the task (or the last one used) and today's date, in three steps (How much?, How?, When?); Another day changes the date, untick Already paid for an upcoming payment. A payment to a selected provider is attached to them. If the provider is on the platform, Pay online opens their quote, where their invoice can be paid. The task's row then shows the method used, what is paid and what is left.
Does a task's status change by itself? The badge follows the task: a request sent makes it Awaiting provider, an accepted quote makes it Booked. Tick it once the service is done; unticked, it goes back to the status its requests justify.
Can I ask several providers for a quote for the same task? Yes, up to three requests in progress, each to a different provider. Select this quote accepts the best one and declines the others; their providers are notified.
I'm an event planner: what's different? Who takes care of it? offers In-house (me or my team), with one of your resources or a package from your catalog, A subcontractor from my book and Delegated (client or third party). When looking for a provider, Where to look lets you choose between the Directory and My partners. On a client's event, the amount is entered as a cost, and the price billed to the client (under More details, with the resource and the catalog package) gives your margin. Picking a package from your catalog takes its price as the billed price and files the task under the package's service. On the Plan tab, the Margin panel then breaks billed, cost and margin down by moment and by service.
What is the difference between cancelling and deleting? A cancelled event stays in your list, with its history, and can be restored. A deleted event is gone for good. The same goes for a task: cancelled, it stays visible under the All filter; deleted, it disappears along with its tracking.
What happens to my guests' data? It is erased as soon as the event is deleted. Without deletion, it is anonymized automatically twelve months after the event date: counts (replies, plus-ones) remain, names and contact details do not.
Where are attachments kept, and who can open them? In private storage: only you and, for an event planner, the client following the event can open them, through a link valid for one hour. A photo is downsized and stripped of its metadata (including GPS location) before upload. A removed attachment is deleted at once; the others are deleted with the task or the event, and at the latest twelve months after the event date.