The Event Dashboard

The event dashboard is your central hub for monitoring and managing an event. It provides real-time visibility into invite statuses, booking progress, flight and hotel details, and approvals — all in one place.

Overview Tab

The Overview tab is the default view and provides a high-level summary of event progress. You can filter the entire dashboard by a specific group using the group dropdown, or view all groups at once.

Invites Card

Shows the distribution of invite statuses across your event: Invited, Draft, and Withdrawn / Canceled.

Bookings Card

Shows overall booking progress across all guests: Fully Booked, In Progress, Needs Review, and Not Started.

From this card you can:

• Send Reminders — Select from guests who haven’t yet completed their bookings and send them a reminder email
• Review Approvals — View any pending approvals for event guests

Flights Card

Shows aggregated flight booking status and a chart of arrival and departure dates across your guests.

Hotels Card

Shows each hotel option configured for the event, including room block utilization and direct book counts.

Guest Tables

Below the overview cards, a set of sub-tabs provides detailed guest-level data. Select a guest from any table to open the guest invite dashboard, where you can review booking details, manage approvals, inspect transactions, download e-tickets and confirmations, review communications, and view invite activity. See Managing Invites for details.

Invites

A searchable, sortable, filterable table of all invited guests showing guest details, group assignment, included products, trip status, and custom field values.

Trip and Booking Status

Shows guest booking status across each product (flights, hotels, ground transportation, expenses).

Arrivals and Departures

Detailed flight information for all guests, including airline, flight number, times, status, and layover information.

Hotels

Shows hotel bookings for event guests. For room block reservations, you can also:

• Edit a reservation — Update check-in/check-out dates or special requests
• Cancel a reservation — Remove a guest’s room block booking

Exporting Data

Each guest table can be exported to CSV using the download button in the toolbar. The export respects any active filters and search terms but includes all matching records regardless of pagination — so you get the full dataset, not just the current page.

Exported files include all visible columns for that table, including custom field values on the Invites tab. Files are named with the current date for easy organization (e.g., invites-2025-03-01.csv).

Approvals Tab

The Approvals tab shows items requiring your review, organized into sub-tabs for Expenses, Flights, Hotels, and Ground transportation. Each sub-tab shows a count of pending approvals. When a specific group is selected in the group filter, the tables are filtered to show only items for guests in that group.

Dynamic Tiles Tab

Create and manage custom information tiles that appear on guests’ dashboards for this event. Tiles created here are specific to this event and will only appear for guests invited to it.

• Add custom tiles with titles, descriptions, icons, buttons, and visibility conditions
• Add smart tiles like the Weather tile, which automatically shows event-location forecasts
• Target tiles to specific groups using visibility conditions

For more details on tile configuration, see the Dynamic Tiles documentation.

Messaging Tab

Set up and monitor automated messages for your event guests. The tab has two views — Configure to manage your messages, and Sent to see delivery history and status for every message sent to guests.

See Messaging for full details on trigger types, smart texts, placeholders, and sent message statuses.

Canceled Event View

When an event is canceled, the dashboard becomes read-only and editing is no longer possible. Historical data is preserved for reference.