Event options

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Delivery consent points Event instructions Organizer's close-out letter Participants' review email Invoice

Event instructions

The briefing each person gets once an event is settled enough to describe — what to have ready, when to be there, and what the client has asked for. Three briefings, because they are three different jobs: the chef's brief is not the organizer's, and neither is a runbook for the room. The Participants summary is the fourth: the guests' own copy — when, the join link, what is on its way to them — one email to each person on the guest list. Plus the Kick Off Email — the first email the client gets, with a kick-off call to book, their sign-in and the link their team uses to send delivery addresses.

Send them from Events → the gold Kick Off Email, or Brief instructor, Brief organizer, Brief host and Brief participants in the Summary step on the tile of the event. Every button shows the finished email first and sends only when you press Send there. Each set saves on its own, and like every other admin change is held back until somebody presses Save changes at the top — wording that is only saved here is not yet what goes out. Sending reads the published wording.

The chef's and host's invites are different again: "you're on this, here's the date", with a calendar entry. They are sent from the same Summary step and their wording is not edited here.

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Organizer's close-out letter

What the organizer gets once their event has run. Send it from EventsEmail organizer (step 8) on the tile. The pictures are the ones ticked in that dialog; the review link, the team link and the member-area links are put in by the sender, so there is nothing to type for them here.

Held back until somebody presses Save changes at the top, like every other admin change. Sending reads the published wording.

A blank line starts a new paragraph. The planner can add a line of their own in the send dialog, under this.

The review ask

The team link

The referral scheme

The amounts live in these words — change them here if the scheme changes. The button opens the referral email in their member area. Never write it as the organizer GIVING us $100; say who gets what, the referred team first.

The membership

Which of the two goes out is decided by the member record behind the organizer's email. Neither is sent when that record can't be read — better silence than pitching a membership to somebody who has one. No dollar figure here: the 5% is exact, a worked-out amount would be a promise.

Participants' review email

What goes to the people who were at an event once it has run. Edit it here; send it from EventsEmail participants (step 8) on the tile of an event that has already happened. The organizer gets their own letter — the card above. When the event has photos on its tile they go between the message and the stars, under the two lines below; an event with no photos gets the words only.

The button and the stars go to that person's own review page on the site ({{reviewLink}}) — one link each, so what they write arrives attached to the event. See the review page as a guest sees it.

Like every other admin change this is held back until somebody presses Save changes in the bar at the top of this page — and an email that is only saved here is not yet the one that goes out. Sending reads the published wording, so an edit reaches an inbox after it is published and not before.

A blank line starts a new paragraph.

The button needs both halves — a label with no link, or a link with no label, is dropped rather than half-drawn.

Google is not in this email at all — the review page offers it once somebody has written something, to everybody, whatever they rated. Asking only the happy ones is against Google's own rules for reviews.

Only in an email whose event has photos on its tile. With none, neither line is sent.

Click one to drop it where you were typing. An event that does not carry it falls back to something ordinary rather than leaving a hole.

Invoice

What a new invoice opens on — the rates, the deposit already taken, the memo above the lines, the terms under the totals and the descriptions the office bills with — and the reminder emailed to a client who has not paid. Used by Invoice and Invoice reminder on Events → Billing (step 5) and on the Events overview. An invoice already in Stripe keeps the wording it was made with.

Like every other admin change this is held back until somebody presses Save changes in the bar at the top of this page. The composer reads the published set, so a change reaches an invoice after it is published and not before.

A fee of 0 leaves the fee line off. “Due in” counts from the day the invoice is finalised — every recent invoice was due the next day.

{{pct}} is the rate above. Prints as

Offered in the composer as the credit line, and editable there for the event that took a different one.

Reads:

The template is the one made in Stripe (Settings → Billing → Invoices → Templates), by its name there — every invoice made here is drawn with it, as one made in the dashboard is when it is picked. The memo and terms above still take precedence over the template’s own. Whoever is listed beside it is emailed each time a draft is saved or its lines change, with a link to review it in Stripe; separate addresses with commas.

Offered in the composer's description box. A standard rate fills the price when that line is picked — leave it blank where the rate is agreed per event, as it is for tickets and delivery. A credit (the membership discount) is typed as a minus in the composer.

Description
Standard rate ($)
Taxed

Payment reminder email

Sent by hand from Invoice reminder on a sent, unpaid invoice — from the event's planner, to the address Stripe billed, with the invoice's own Pay online button and a link to the PDF under it. Previewed before it goes, and Stripe is asked first so a client who has just paid is never chased.

These same boxes are on Event desk → Accounting, beside the list of unpaid invoices and the schedule that decides which of them is due a chase. One copy — whichever page you edit it on, it is this wording.

A blank line starts a new paragraph.

Both point at the invoice itself in Stripe — where they go is not a box, because a reminder whose button went anywhere else would be a reminder to pay somebody else.

Click one to drop it where you were typing. An invoice that does not carry it falls back to something ordinary rather than leaving a hole.