Getting Started with EventSync
Overview of EventSync for managing non-wedding events — corporate meetings, private parties, tours, and more.
EventSync is CeremonySync's module for managing non-wedding events. While the core CeremonySync platform is built around weddings, many venues host a wide range of other events — corporate meetings, holiday parties, birthday celebrations, venue tours, and fundraising galas. EventSync gives you a dedicated pipeline and toolkit to manage these events from the first inquiry through to completion, without mixing them into your wedding workflow.
What EventSync does
EventSync provides a complete event management pipeline for non-wedding bookings:
- Inquiry management — Capture and track incoming inquiries for any event type
- Pipeline — Move inquiries through stages from first contact to signed contract using a visual Kanban board or sortable list view
- Proposals, contracts, and invoices — Create and send billing documents directly from an event inquiry
- Calendar — View all EventSync bookings on a dedicated calendar alongside your wedding schedule
- Event types — Define custom event categories (Corporate, Birthday, Tour, etc.) with unique colors for easy identification
- Ticket sales — Enable ticket-based entry for public events
- Dashboard analytics — Track inquiry volume, conversion rates, revenue, and pipeline health
EventSync vs. the core wedding pipeline
EventSync is intentionally separate from the wedding management pipeline for an important reason: the workflows are different. Weddings involve months of planning, guest lists, ceremony layouts, seating charts, and deeply personal coordination. EventSync events are typically shorter-cycle engagements with a simpler path from inquiry to completion.
| Core Wedding Pipeline | EventSync | |
|---|---|---|
| Intended for | Weddings | All other events |
| Pipeline stages | Lead → Proposal → Contract → Active | New → Contacted → Proposal Sent → Booked → Completed, plus Lost |
| Planning tools | Guest lists, seating, ceremony layout, timelines | None (event-focused, not planning-focused) |
| Billing | Invoices, payment plans, Stripe payments | Proposals, contracts, invoices |
| Calendar integration | Yes | Yes |
The EventSync Dashboard
When you open EventSync from the sidebar, you land on the Dashboard. This gives you a high-level overview of your non-wedding event business:
Stat cards
Four KPI cards summarize your recent performance over the selected date range:
| Card | What it shows |
|---|---|
| Total Inquiries | Number of inquiries received in the selected date range |
| Upcoming Booked | Confirmed events with a future event date |
| Conversion Rate | Percentage of inquiries that became booked or completed events |
| Open Proposals | Proposals sent but not yet accepted by the client |
Use the date range filter (7 days, 30 days, this quarter, this year, all time) to adjust which inquiries are included in the stats.
Charts
Below the KPI cards, six charts give you visual insight into your pipeline:
- Inquiry Pipeline — A funnel showing how inquiries drop off at each stage
- Upcoming Events — A list of booked events in the next 60 days
- Inquiry Trend — Volume of new inquiries over time
- Inquiry Sources — Where your inquiries are coming from (website, referral, walk-in, etc.)
- Inquiries by Event Type — Distribution across your custom event types
- Revenue Overview — Booked revenue and pipeline value
Creating your first inquiry
- Click New Inquiry from the Dashboard or Pipeline page
- Fill in the inquiry details:
| Field | Description |
|---|---|
| Event Name | Optional, but worth filling in — it becomes the event's heading everywhere and forms its public web address. Left blank, CeremonySync names the event from its type and organization. |
| Contact Name | The name of the person or organization making the inquiry |
| Email / Phone | Contact details |
| Event Type | Select from your configured event types |
| Event Date | Requested or confirmed event date |
| Guest Count | Estimated attendance |
| Source | How they found you (website, referral, social media, etc.) |
| Notes | Any additional context from the initial inquiry |
- Click Save
The inquiry enters your pipeline at the New Inquiry stage and appears on the Pipeline Kanban board.
First-time setup checklist
- Configure your Event Types in EventSync Settings (e.g., Corporate, Birthday Party, Tour, Fundraiser)
- Familiarize yourself with the pipeline stages
- Add your first test inquiry to see the workflow
- Connect your billing workflow (proposals, contracts, invoices) to your event inquiries
Next steps
- Managing the Event Pipeline — Kanban board, list view, and moving inquiries through stages
- Event Billing and Documents — Proposals, contracts, and invoices for EventSync events
- EventSync Calendar and Settings — Calendar view and event type configuration
Keep reading
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