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There are different permission levels in Circa for adding collaborators, as well as publishing options that don't require viewers to...
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Inviting Members To add a new Org Member, click the + at the top of the sidebar and selecting Add...
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Once an Org Admin has set Meeting Types and customized Booking Forms within Org Reports & Settings, Team Members and Event Staff can...
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Adding Event Staff to an event To add Event Staff to an event: Click into an individual event and navigate...
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If you have a list of Events in a spreadsheet that you want to upload into Circa, you can import...
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Adding or removing Dashboard columns Columns dictate which Event information is visible within a view. To add or remove columns...
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The sidebar is frequently used to navigate across Settings, Teams, Events and more. Navigation within the sidebar is best described...
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In Circa, you can create customized views within your Events Dashboard and download them directly via CSV. To export a...
You can download the Circa iOS app in iTunes or you can download the Circa Android app in the Google Play Store....
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Event Budgets can be tracked across your entire Event portfolio in Circa. Adding in expenses only takes a few clicks. ...
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Checklists are the to-do lists of your Event and are comprised of Tasks and Sections. You can assign Tasks to...
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When you can assign Tasks and Subtasks to collaborators, they will receive Notifications and Reminders automatically over email. Assigning Tasks...
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Checklist Templates let you import a Checklist into an event. With Templates, you can also set the Due Dates on...
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Importing Contacts from a spreadsheet Preparing your spreadsheet Use this Contacts Import Template spreadsheet as a starting point for your...
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Creating an Event Calendar To create an Event Calendar, navigate to your Org Reports & Settings by clicking the building...
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Event Briefs are a single responsive web page, Google Doc or PDF designed to present all the information that Event...
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Event Request Forms enable your team to gather event requests in a streamlined process, including an internal review process. Note...
Org Admins can customize Registration Forms with Custom Fields, email confirmation and calendar invites. Admins can also enable Contacts created...
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All Events within Circa have a time zone that updates to reflect the time zone of the Event's location. If...
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Subscription plans are payable by credit card only for payments under $10,000. Subscriptions are automatically renewed on the renewal date....
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To access Org Reports & Setting, click on the building icon at the top of the Sidebar. Note that your...
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