Circa Knowledge

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    Webinars & Videos

    Watch and learn how to use Circa

    Changelog

    The latest updates and improvements to the Circa platform

    FAQ

    Need to know info & troubleshooting

    Popular Articles

    How do I send Task Assignment Notifications and Reminders automatically over email? How to update an Event Request that has already been submitted How do I create and update Contacts? How do Checklist Templates work? [Video] How to navigate the Events Dashboard Overview of User Types & Permissions How do I connect Events to Salesforce CRM Campaigns? How do I create custom views of the Events Dashboard? How to publish and share Event Calendars How to create a new Event

    Knowledge Base

    Getting Started

    New to Circa? Start here.

    Workspace Customization

    Settings for custom fields, integrations & your brand

    Dashboard

    Your homepage for events

    Event Calendars

    Publishing event calendars for your company

    Event Request Forms

    Streamline the event approval process

    Event Briefs

    Event overviews, updated automatically

    Event Registration

    In-person, virtual or hybrid registration

    Checklists & Tasks

    Event project management with checklists, tasks and templates designed just for events!

    Budgets

    Set planned budgets, track actuals and robust reports

    Reporting & Analytics

    The ultimate budget & ROI reporting for events

    Imports & Exports

    How to get any data in or out of Circa easily

    Notes & Attachments

    Fast, flexible and collaborative notes for your events team. Plus, attachment any file for easy access.

    Email Notifications

    Control what and how often you receive updates

    User Types & Teams

    Access controls for Admins, Teams and Event Staff

    Single Sign-On (SSO)

    Streamline access to event calendars & info at your company

    Subscription & Billing

    Pricing & Payments Info

    Integrations

    How to connect CRM, calendars, hosting tools & more



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