Event Planning
Trips, Events, Spend, Marketing, and the admin config that powers them.
Plan
Trips
Multi-day, multi-event arrangements.
Events
The source of truth. Downstream forms read from here.
Calendar
Month grid · color-coded by company.
Event Marketing
Postcards, FB ads, newsletters per event.
Spend
Submit Spend
Log an expense or company-card charge.
Spend Ledger
Every spend row, searchable and filterable.
Reports
Spend by company, event, category, trip.
Admin Config
Event Types
Seminar, Expo, Group Trip, Local Event, Other.
Event Statuses
Tentative, Confirmed, Completed, Cancelled.
Contract Statuses
Not Required, To Send, Sent, Signed.
Spend Types
Expense Reimbursement Request, Company Spend.
Spend Categories
Venue, Lodging, Marketing, plus sub-categories.
Payment Types
Amex 2001, Personal Card, ACH, Other.
Advertising Types
Postcard, FB Advertising, Newsletter, HOA.