How to Create an Event in EventDesk

Step 1: Go to the Events Menu

1. Log in to your EventDesk account.
2. From the left sidebar, click Events.
3. Click the “Add Event” button (CTA) to open the event creation form.

Step 2: Enter Event Details

Fill in the required information in the Create New Event form.

🔹 Lead / Client *
Select an existing lead or client from the dropdown list.
Note: You must have a client or lead added before creating an event.

🔹 Event Name *
Enter the name of the event.
Example: Annual Gala

🔹 Venue
Enter the event location.
Example: Grand Ballroom

🔹 Description
Add a brief description of the event details, requirements, or notes.

🔹 Max Guests
Set the maximum number of attendees.
You can leave it as unlimited if there is no restriction.

🔹 Registration Deadline
Choose the last date for guest registrations (if applicable).
🔹 Start Date & Time *

Select:
Event start date
Event start time

🔹 End Date & Time *
Select:
Event end date
Event end time

Step 3: Create the Event
After entering all required details:

1. Review the information.
   
2. Click Create Event.
   
   

Your event will now be added to the Events list and dashboard.