Create an event
Client, goal, deliverables and dates: everything the rest of the plan builds on.
- Go to Events and choose New event.
- Pick the client (or add one with their contacts), then the event type, start date, number of days, city, guest count and budget.
- Paste the client brief: WhatsApp notes, an RFP excerpt or your discovery notes.
- Start from a template or a past event. Mise drafts the event map with goals, deliverables and success metrics for you to review.
- Create the event. Overview shows readiness; the tabs across the top hold each part of the plan.
Events count against your plan's active-event limit only while they're in planning, confirmed, live or wrapping up. Leads and closed events are free.
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