Helpful Videos
Short walkthroughs for getting Everbook set up and running your events. Each one is a single sitting, and you can start wherever your question is rather than watching in order.
3 videos
product supportfor wedding plannersAugust 29, 202609:24 watch
The Planner CRM: a full walkthrough
A complete tour of the planner workspace: the eight tabs, the difference between Clients and Events, and where every planning tool lives.
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product supportfor wedding professionalsAugust 28, 202607:47 watch
Onboarding 101: setting up your account
The signup flow end to end: choosing your trade, the website scan, what you handle in house, your event types, your pricing and sales tax, and your plan.
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product supportfor wedding plannersSeptember 4, 202613:18 watch
The Planner CRM: a deep dive
A slower pass through the planner workspace: what every tab does, how to add a client whose event is already booked, and every area of the Event Details Sheet.
Watch the videoSee how Everbook fits your operation.