YOUR BUSINESS COMMAND CENTER.
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Find practical answers for your Eventdeskly workspace, from your first package to your next booking.
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Set up your Eventdeskly workspace
Your business command center starts with your business details, packages, and customer booking experience.
Getting startedCreate your first package
Packages describe the services or equipment rentals your event business offers, with their prices and included items.
Leads & bookingsCapture inquiries and track lead sources
Share a lead form with a link or website embed. Source and campaign labels help you see which inquiries become bookings.
Email & calendarSet up email automations
Email starters cover new inquiry responses, unbooked lead follow-ups, and upcoming event reminders. Delivery is opt-in, with approval on by default.
Getting startedAdd booking tools to your website
Website Integration provides booking links and embeds so visitors can explore your packages and send requests.
Leads & bookingsShare proposals and invoices
A proposal brings the client’s event details, packages, add-ons, booking terms, and balance together.
Billing & paymentsReview customer payment settings
Keep customer payment methods, recorded payments, and outstanding balances connected to the event.
Team & accessInvite staff and choose access
Assign people to events and choose the access they need. A roster job title alone does not grant account access.
Team & accessGet help signing in
Use your Eventdeskly account to access your workspace. Account-specific access problems need the support team.
Billing & paymentsUnderstand the trial
The standard trial is 30 days, with no credit card required and no automatic charge from starting the trial.
Email & calendarConnect Google Calendar to your bookings
Calendar sync can keep confirmed bookings in a dedicated Eventdeskly calendar. Google sign-in and Calendar sync are separate connections.
Leads & bookingsReview incomplete booking inquiries
See booking requests a visitor explicitly saved before completing the final submission, together with their follow-up preference.
Leads & bookingsRecord equipment pickup and return
Keep the actual handoff, returned quantities, condition notes, and inspection history with a confirmed equipment rental.
Leads & bookingsSet rental opening hours and return appointments
Use a rental location’s opening hours and closure dates to plan pickup and return appointments around closed days.
Email & calendarCheck your email sender and delivery status
Review the saved sender and reply address, then check whether included sending or a custom domain is ready to send.
Team & accessGive a Manager access to your workspace
Manager is an explicit login access level. A job title in a staff profile does not grant CRM access.