Events
Create and manage client events
Creating Events
How to create a new event in Gilded, what information to include, and how to get started quickly.
Editing Event Details
How to update event information after creation and what effect changes have on your documents.
Event Workflow and Statuses
How the event workflow timeline works, what each status means, and how to advance status manually.
Client Intake Forms
How to send intake forms so clients can fill in their own event details before your first meeting.