Start here · two minutes
Build your first pholeo
Name the event, set the dates and the venue, and open a board ready for its first function. Everything else on this page builds on it.
$ getting-started --first-board
Your first board in an afternoon.
Eleven short videos, each with a write-up, in the order a planner actually builds an event. Start at the top or jump to the step you need.
Read the write-up
- “Honestly, most of it is in my head.” · a planner, on a Spec Sync call
- “I pride myself on being organized, and the specs are just not one of them.” · a planner, on a Spec Sync call
- “I always say I’m going to change the way we do our specs this year. And then life happens.” · a planner, on a Spec Sync call
- “We have a spreadsheet for the budget, then we build a new spreadsheet for the specs.” · a planner, on a Spec Sync call
The path
In the order the event gets built.
Set up
Ten minutes. Where things live and what a pholeo is.
- 01
Video + write-upSign in and find your way around Project Central
Projects hold events; a pholeo is one event. Where the modules sit and how to move between several events.
- 02
Video + write-upBuild your first pholeo in two minutes
Name the event, set the dates and the venue, and open an empty board ready for functions.
Build
The functions, the counts, the money. The part that used to be the workbook.
- 03
Video + write-upAdd functions with the item wizard
Rooms, times, sets and counts for each function, entered once.
- 04
Video + write-upBuild specs the whole way through
Spaces, menus, agenda, BEO and MEO exports and a live budget, in one flow.
- 05
Video + write-upPrice it from a catalog you build as you go
Add a coffee service once, reuse it across the program, change the price in one place.
- 06
Video + write-upRoll it up into the budget
Areas, cost centres and vendor pricing, with the rollup done for you.
- 07
Video + write-upLet service charges and tax calculate themselves
Plus-plus without the formula that breaks in the third tab.
Work it
Finding things, tracking changes, keeping the venue on the same page.
- 08
Video + write-upFind anything with search
One search across the whole event instead of a workbook of tabs.
- 09
Video + write-upSee who changed what, and when
The activity log that replaces FINAL_v3.
- 10
Video + write-upShare BEOs and specs with vendors
Polished PDF outputs and alerts, so the caterer and the AV house read the same version you do.
Run it and close it
Onsite without paper, then the reconciliation.
Stuck on your own spec?
Bring it to a Spec Sync.
Fifteen minutes with a planner from our side. Share one real BEO, function sheet or F&B master and we build the board from it with you, so the first thing you see is your own event.
Book a Spec SyncHelp centre
Opening with the public knowledge base.
Article-by-article documentation for every module is being published alongside the app. Until it is live, the videos above cover the path end to end and a Spec Sync covers the rest.
Meanwhile, hear how other planners run itStart with one real spec.
Share it and we will build your first board with you.