How to do it
These steps are for PlanWell on the web.
- Open Events and choose New event. Select an event type and enter the Event name.
- Choose Continue. Add the Event date, Venue, City or location, Client name, and Client email you know. If you enter a client email, include their name, then choose Continue.
- Choose the planning starter or Blank event workspace. If available, review whether Email the client invitation after setup is selected, then choose Create event.
- Choose Open event workspace to continue planning. If setup returned a Client invitation link, use Copy link to share it when email delivery needs attention. If no link was created, invite the client from People in the event.