Getting started
Set up your workspace, bring your data across and run your first event.
5 articles
- Welcome to VisionWhat Vision is, who it is for and how the pieces fit together.
- Create and brand your workspaceAdd your business name, logo and colors so everything your clients see looks like you.
- Invite your team and set their accessAdd staff, coordinators, contractors and virtual assistants, each with the access they need.
- Import clients, guests and vendorsMove off spreadsheets by uploading a CSV. Columns are matched for you.
- Set up your first event in an afternoonA short checklist that takes you from an empty workspace to a live event.