Accessing the Settings 0:01
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Navigate to the bottom left of the screen.
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Click on the Settings icon.
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Select the Customize tab.
Creating a New Event Template 0:14
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In the Event Template section, create a new template.
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Name the template.
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Optionally, drop in a saved Notes Template if available.
Adding Income and Expense Items 0:31
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Add an Income item:
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Choose between fixed or per ticket sold.
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Add an Expense item:
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Choose between fixed, per ticket sold, or percentage of gross.
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Saving the Template 1:18
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Click Save to store the new template.
Applying the Template to an Event 1:36
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Go back to the calendar.
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When creating a new event, drop in the created template.
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If editing an existing event, go to Edit Details and add the template.
Reviewing Income and Expenses 1:52
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Check the finances section of the event to see the income and expenses listed.
Updating Actual Income and Expenses Post-Event 2:39
Viewing Profit and Loss Impact 3:05