EventsCreating events

Creating events

To create an event: go to Events → + New event, enter a name, a client, start/end dates, and pick a venue. The agenda, registrations, and budget are ready to populate immediately.

What you need before you start

  • A Client in your Clients list (or create one inline from the event form).
  • A Venue in your Venues list, or external venue details (name + address) if it’s a one-off.
  • The dates — start and end. Same-day is fine.
  • The event type — Conference, Exhibition, Wedding, Corporate, Government, Other. This drives a few downstream defaults like agenda template suggestions.

Step by step

  1. From the left nav, click Events → + New event.
  2. Fill in the Basics: name, client, type, dates.
  3. Pick a Venue from the dropdown or enter one inline.
  4. Set the expected attendance — used by the Command Center to compute ”% of capacity” tiles.
  5. Click Create event. You land on the event’s detail page.

What gets auto-created

When you create an event, Novex sets up:

  • An empty Agenda structure with one day per calendar date between start and end.
  • A Cost Plan scaffold (you’ll add line items per category — Venue, AV, Catering, etc.).
  • An empty Registration form keyed to this event (only published when you switch the event to a registration-enabled stage).
  • A Command Center route at /t/<slug>/events/<id>/command-center — read-only until the event reaches IN_EXECUTION status.

Event status flow

StatusMeaning
DRAFTJust created. Internal only.
PLANNINGOperations active. Quotes / contracts circulating.
CONFIRMEDClient signed. Registration may open.
IN_EXECUTIONDay-of. Command Center is live; on-site check-in works.
COMPLETEDPost-event. Final invoice, lessons-learned, archive.
CANCELLEDCancelled at any stage. Read-only thereafter.

Move an event through the flow from the Status badge in the header. Permissions: only Admin + Ops Lead can advance past CONFIRMED.

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