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Set up your first event in an afternoon

A short checklist that takes you from an empty workspace to a live event.

Updated October 2026

  1. 1Add the client, or convert a lead into a client.
  2. 2Create the event and choose its date, location and type.
  3. 3Add sub-events such as the ceremony, reception or rehearsal dinner.
  4. 4Build the master timeline from your template.
  5. 5Add the vendors involved and send any proposals.
  6. 6Set the budget by category.
  7. 7Send the client their portal invitation.

Most teams are branded, invited and running their first real event inside one afternoon.

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Write to Support@myeventvision.com and a planner from our team will reply, usually within a day.

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