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PlatformOverviewEvent ManagementEvent AppRegistration & MembershipTeam & Workflows

Your team. Aligned.
Behind the
scenes.

Projects, tasks, and timesheets in the same app as the events your team is running. Role-based staff access. System Emails fire on lifecycle events. Broadcasts go to the Segments you defined once. One workspace, not five.

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Projects & Tasks

Track every moving part.

Projects scoped to events. Tasks assigned to staff. Due dates that show up in the same calendar as the events themselves. No more "wait, was that in Asana or Trello?"

Project per eventTemplates for recurring conferences. Every task gets a default owner.
Task assignmentsAssigned, due, blocked, done. Comments inline. Mentions notify.
Calendar viewTasks and events on the same calendar. The deadline before the event and the event are visible together.
Spring Summit · Project
8 of 14 tasks complete
Confirm keynote riderBrady · Due May 28
Done
Print 412 attendee badgesMegan · In progress
In-prog
Finalize floor plan PDFAlex · Due May 30
Open
Onsite team briefDay 0 · 6:00 PM · Hotel lobby
Sched
Timesheets

Hours tracked where the work happens.

Staff log time against projects and events. Billable / non-billable categorization. Per-event labor cost rolls up to the event P&L without leaving the app.

Per-event timeHours rolled up against the event for true cost-to-run reporting.
Billable / non-billableTagged at entry. Per-staff or per-project defaults.
ApprovalsSubmit weekly. Manager approves. Exports to your payroll process.
Spring Summit · Labor
186 staff hours logged
Brady (Lead)62 hrs · 38 billable
Approved
Megan (Operations)48 hrs · 48 billable
Approved
Alex (Design)76 hrs · 76 billable
Submitted
System Emails

Lifecycle emails that send themselves.

Registration confirmed. Membership renewed. Card declined. Attendee cancelled. Certificate ready. Each template lives in the System Emails registry — default-ON when the body works without per-event editing, default-OFF when it needs operationally bespoke content the registrar must fill in.

Two-layer template modelOrg-level Default template seeds each new event. Per-event template is independent thereafter. Reset to default re-snapshots from the current default.
On / off per templateToggle defaulted at event creation, independent thereafter.
Audit trailSent emails logged against the recipient record. Open / bounce / unsubscribe tracking.
System Emails · Spring Summit
14 templates · 11 enabled
Registration ConfirmedDefault-ON · 412 sent · 96% open
Live
Day-Of ReminderDefault-ON · scheduled Day 0 · 8 PM
Sched
Booth Assignment (Exhibitors)Default-OFF · needs floor map · DRAFT
Edit
Broadcasts & Segments

Send to the right people.

Define a Segment once — "Members who attended in 2025 and haven't renewed yet" — and reuse it everywhere: Broadcasts, push notifications, badge print filters, reports. Tags layer on top for ad-hoc grouping. Broadcasts handle cold outreach (recipients don't have to exist yet).

SegmentsDynamic groups — they update automatically as members' status changes.
TagsStatic labels for ad-hoc grouping. "VIP", "Past speaker", "Board".
BroadcastsComposed and sent by a staff user. Cold outreach OK. Merge tags + scheduling built in.
Visual block editorDrag-and-drop layout, brand colors, mobile preview.
Broadcast queue
3 scheduled · 12 sent this month
Member retention re-engagementSegment: lapsed in 90 days · 84 recipients
Sched
Spring Summit teaserSegment: past attendees · 1,247 recipients
Sent
Cold list: prospective membersImported CSV · 412 recipients
Sent
Staff & Access

Role-based, scoped right.

Invite staff with role-based access. Event managers see their events. Membership coordinators see members and renewals. Finance sees payments. Admins see everything. No more "give me your login."

Pre-built rolesAdmin, Event Manager, Membership Coordinator, Finance, Read-only.
Per-event scopeRestrict event managers to specific events. Useful for contractors and committee chairs.
Audit logWho changed what, when. Available to admins.
Team · 9 staff
3 admins · 4 event managers · 2 read-only
Brady ChenAdmin · all events · all data
Admin
Megan ParkEvent Manager · Spring Summit, Annual Gala
EM
Jordan LeeRead-only · board access
RO
See the back office

Bring your team
into one place.

30-minute walkthrough. We'll show you projects, tasks, timesheets, broadcasts, and the System Emails registry — on real data.

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TEAM