Starting Your Event Planning with Pholeo: Item Wizard

 
 

Starting a new event can feel overwhelming, but Pholeo is here to simplify the process. With our intuitive platform, you can streamline event planning from start to finish. Follow the guide below or watch the video above to start using the Item Wizard to streamline your event planning!

Creating Your Event

First, create a new event under your chosen project. Pholeo’s interface guides you through building your event step-by-step. Look for the “Start Here” arrow to point you to the Item Wizard.. Use the item wizard to create a new item, such as a breakfast for 25 people.

Setting Up Details

Next, specify the list or create a new one with the event date. Add the location and details, like “Ballroom A,” and set up budget areas (e.g., food and beverage). Input important notes, start and end times, and expected attendance.

Adding Products and Services

You can add products or services to your event. For example, include soft drinks, set the price, and quantity, and Pholeo will calculate the subtotal and total for you. This helps in managing your budget efficiently.

Finalizing Your Event

Finish by entering the overall event budget and updating it with actual costs once invoices are received. Pholeo’s user-friendly platform allows you to keep track of all items and lists, making your event planning smooth and organized.

With Pholeo, you can create and manage events effortlessly, ensuring every detail is accounted for. Try Pholeo today and experience a new level of efficiency in event planning!

Gregory Perrine

Avid troubleshooter and eternal student, Greg was inspired by his grandmother's experience with technology and launched eGuide Tech Allies. With over a decade in sales experience, Greg honed his business skills in the world of high-end off premise catering, learning the ins and outs of operating a small business. Greg brings his passion for helping others and enriching the lives of those around him to the core of this business. 

http://www.eguidetechallies.com
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