Event Planning
Plan
… events. … active for forms.
Live… trips on the calendar.
Live… vendors with … contacts.
Spend
Add a spend row. Goes straight into the ledger.
LivePublic reimbursement form. No login required. Writes to the ledger.
LiveEvery spend row, searchable + filterable, with Trip & Event rollups.
LiveRollups by Company, Trip, Event, Category, Payment Type.
Health Checks
What is missing on upcoming events. One row per event, filter by issue to work one thing at a time.
LiveSpend, vendors and events that are stuck or logged wrong. Resolve each one from its row.
Admin Config
Event Types, Event & Vendor & Contract Statuses, Contact Types, Advertising Types, Date Types.
LiveSpend Types, Spend Categories, Payment Types.
LiveEdit the Expense Reimbursement form: fields, labels, copy, Expense Types, receipt rules.
LiveOne record per community: departure address plus the public sign-up page branding (pill, headline, logo, concierge, disclaimers).
LiveCommunity, branding, events, trips, check, go live — one guided path. Events and Trips still work as they always did.
LiveEvery step to build a branded community sign-up page: community record, domain, event, trip, content, testing, Go Live.