Circa Knowledge

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Webinars & Videos

Watch and learn how to use Circa

FAQ

Need to know info & troubleshooting

Changelog

The latest updates and improvements to the Circa platform

Integrations

How to connect CRM, calendars, hosting tools & more

Popular Articles

Overview of User Types & Permissions Calendar integration set up How do I create custom views of an event list? Why set up Single Sign-On (SSO) on Circa? How do I create and update Contacts? How to create a new event [Video] How to navigate the Events Dashboard How to update an Event Request that has already been submitted Publishing event calendars How do I publish Event Briefs?

Knowledge Base

Getting Started

New to Circa? Start here.

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

Meeting Scheduler

Book 1on1 sales meetings, in-person or online

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

Email Notifications

Control what and how often you receive updates

Event Intel

Track competitor, partner and industry events

User Types & Teams

Access controls for Admins, Teams and Event Staff

Single Sign-On (SSO)

Streamline access to event calendars & info at your company

Workspace Customization

Settings for custom fields, integrations & your brand