Creating Events

Every client engagement in Gilded starts with an event. An event is the home base for a couple — it holds their contact info, wedding details, documents, and payment history all in one place.

Two Ways to Create an Event

You can start a new event from either location:

• Dashboard: Click the New Event button in the top right corner of your dashboard.
• Events page: Navigate to Events in the sidebar and click New Event at the top of the page.

Both open the same form. Pick whichever feels more natural depending on where you are in the app.

What to Fill In

The new event form is organized into collapsible sections so you can focus on what matters right now and skip the rest.

Client Information

This is the only section you need to fill in to create an event:

• Client name — the primary contact for the couple
• Client email — where documents and payment links will be sent
• Partner name — optional, but useful for merge fields in your documents
• Partner email — optional, only needed if the partner is a separate signatory
• Phone number — optional

Event Details

• Event date — the wedding date (or leave blank if they have not decided yet)
• Guest count — estimated number of guests
• Event type — wedding, elopement, rehearsal dinner, etc.

Venue

• Venue name, address, and contact — collapse this section and come back to it later if you do not have venue details yet

Rehearsal

• Rehearsal date, time, and location — same idea, skip it if it is too early to know

Package

• Service package — if you have set up packages in Settings, you can assign one here. This auto-fills pricing into any documents you create for the event.

Starting with Minimal Information

You do not need to fill in every field to create an event. A client name and email address is enough to get started. You can come back and add venue details, rehearsal info, and a package later — either yourself or by sending the client an intake form.

This is especially useful for new leads. Create the event with just the basics, then flesh out the details as the relationship develops.

After You Create an Event

Once you click Create Event, you land on the event detail page. From here you can:

• Build and send a proposal, contract, or combined document
• View the activity timeline to track status changes
• Edit any event details you skipped during creation
• Send an intake form to let the client fill in their own details

The event starts in Prospect status and advances through the workflow as you send documents, collect signatures, and process payments.