How to Set Up Your Organization in EventDesk

After creating your account, the next step is to configure your organization settings. This ensures your business details appear correctly across events, invoices, and client communications.

Follow the steps below to complete your organization setup.

 

 

Step 2: Update Organization Details
Under Organization Settings, fill in the following details:

📞 Phone Number

• Enter your organization’s contact number.
• This number may be used in client communications and documents.

📍 Address

• Enter your complete business address.

• This address will appear on invoices and official documents.

Once completed, click Save Changes.

 

Step 3: Add Service Categories
Scroll down to the Service Categories section.

Service categories help you:

• Organize your services

• Structure estimates

• Categorize event requirements

You can:

• Use existing categories

• Click + Add Category to create a new one

Examples:

• Catering

• Decoration

• Photography

• Live Music

• Sound System

Adding accurate service categories improves event planning and estimate creation.

 

Step 4: Explore Other Settings Tabs
At the top of the Settings page, you will see additional tabs:

• Team – Manage team members

• Finance – Configure financial settings

• Subscription – Manage your plan

Complete these sections based on your business needs.

 

 

✅ Organization Setup Complete
Once your organization details and service categories are configured, you’re ready to:

• Create events

• Add clients

• Generate estimates

• Assign tasks to your team