Circa Knowledge

Contact us

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 How do I connect Events to Salesforce CRM Campaigns? Overview of User Types & Permissions 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

User Types & Teams

Access controls for Admins, Teams and Event Staff

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

Single Sign-On (SSO)

Streamline access to event calendars & info at your company

Integrations

How to connect CRM, calendars, hosting tools & more

Subscription & Billing

Pricing & Payments Info