Event Detail: Overview Tab

Every event in EventSync has a dedicated Event Detail page accessible by clicking any event name from the kanban board, Events List, or dashboard. The Event Detail page is organized into tabs, with the Overview tab being the primary landing view. This article covers everything on that tab — from the header status badge to the activity history feed at the bottom.

Opening Event Detail

Click any event card in the kanban view, any event row in the Events List, or any event name in the dashboard's Upcoming Events panel. The Event Detail page will open, defaulting to the Overview tab.

The URL will update to reflect the specific event, so you can bookmark or share direct links to any event's detail page with other members of your team.

Event Header

The top section of Event Detail displays the most important identifying information at a glance:

• Event Name — Displayed prominently. Click the pencil icon to rename inline.
• Event Type Badge — A colored badge (Corporate, Social, Gala, Birthday, etc.) based on your configured event types.
• Status Badge — Shows the current pipeline status with the corresponding color. Click the status badge to open a dropdown and change the status directly from the header.
• Event Date — The primary date of the event, formatted as day of week, month, date, and year.
• Coordinator — The team member assigned as the lead coordinator. Click to reassign.
• Created Date — When the event record was first created, shown in a lighter gray for context.

Changing Status from the Header

Clicking the status badge opens a popover with all available pipeline stages listed. Select a new stage to move the event. This is the same as dragging the event card in the kanban view — both actions update the same underlying status field.

Event Summary Card

Below the header is the Event Summary card — a structured block of key event details:

All fields in the summary card are editable. Click Edit in the card's top-right corner to open an edit sheet where you can update any of these values.

Client Card

The Client Card appears to the right of (or below, on smaller screens) the Event Summary. It displays the primary client contact's information:

• Full name
• Email address (click to compose email)
• Phone number (click to call on mobile)
• Organization or company name (if applicable)
• Client notes — a free-text field for internal notes about this client's preferences, communication style, or special requests

Adding Additional Contacts

Click Add Contact at the bottom of the Client Card to associate more contacts with this event. Common use cases include:

• A secondary contact at a corporate client (e.g., the executive assistant in addition to the event planner)
• The couple's wedding planner for a social event
• An on-site point of contact who will be present the day-of even though the primary client signed the contract

Additional contacts are stored with a role label (Primary, Secondary, On-Site, Billing Contact) to make their purpose clear to your team.

Quick Actions

The Quick Actions panel provides one-click shortcuts to the most common tasks for this event without requiring you to navigate to a different tab:

• Send Proposal — Opens the proposal creation sheet pre-filled with this event's details
• Create Invoice — Jumps to the Billing tab and opens the new invoice sheet
• Add Task — Opens the task creation sheet attached to this event
• Send Email — Opens your email client or the in-app email composer with the client's address pre-filled
• Upload Document — Opens a file picker to upload a document directly to this event's Documents tab

Notes and Internal Comments

Below the Quick Actions panel is a Notes area. This is a free-text field for any internal notes about the event that do not fit neatly into a structured field. Notes are visible to all team members with access to this event but are never shared with clients.

For structured, timestamped entries, use the Activity History feed instead of the notes field. Notes are best for persistent reference information (e.g., "Client is very detail-oriented; send all communications 48 hours in advance").

Activity History

The Activity History feed at the bottom of the Overview tab provides a chronological log of everything that has happened on this event record. Each entry includes a timestamp, the name of the user who performed the action, and a description.

Activity types logged include:

• Event created
• Status changed (from → to)
• Field updated (which field, old value, new value)
• Invoice created, sent, or paid
• Proposal created, sent, or signed
• Contract created, signed, or voided
• Task created or completed
• Document uploaded or deleted
• Staff or vendor assigned or removed
• Comment posted

Posting Comments

Team members can post manual comments to the Activity History feed using the text box at the bottom. Comments appear inline with system-generated activity entries, creating a unified communication log. This is useful for capturing phone conversation summaries, client feedback, or internal decisions that the team should know about.

Navigating Between Tabs

At the top of the Event Detail page, below the event header, you will find the tab navigation bar. The following tabs are available (each covered in detail in their own help articles):

• Overview (this article)
• Attendees
• Budget
• Vendors
• Staff
• Tasks
• Tickets
• Documents
• Timeline

You can navigate between tabs freely — your work is saved automatically as you make changes. If you have unsaved edits in a form sheet, you will be prompted to save or discard before navigating away.