Your First Event

Events are the heart of Gilded. Every client engagement — from initial inquiry to final payment — lives inside an event. Here is how to create your first one.

Creating a New Event

From the Dashboard or the Events page in the sidebar, click the + New Event button in the top right corner. This opens the new event form.

Adding Client Details

The first section of the form collects your client's information:

• Client name — the primary contact (e.g., "Sarah Mitchell")
• Client email — where documents and payment links are sent
• Client phone — optional, for your records
• Partner name — the other half of the couple, if applicable

This information powers your auto-fill fields. When you type {{client_name}} in a document, Gilded fills in the client's name automatically.

Entering Event Details

Next, fill in what you know about the wedding:

• Event name — a label for your reference (e.g., "Mitchell-Park Wedding")
• Event date — the wedding date

You do not need to have every detail finalized. You can always come back and update these fields later from the event page.

Adding Venue Information

If you have a venue confirmed, add it here:

• Venue name — the ceremony or reception venue
• Venue address — full address for the venue

The venue name is available as an auto-fill field ({{venue_name}}) so it flows into your documents automatically.

Pricing Comes Later

There is no pricing on the new event form, and that is deliberate — price belongs to a document, not to the event. You set it in the builder's Pricing & Payment Schedule panel when you write the proposal or agreement, and it becomes the event's committed price once the couple approves or signs.

So {{total_price}}, {{deposit_amount}} and {{remaining_balance}} fill in from the document you are writing, not from anything entered here.

(The one exception is the This wedding is already booked switch, for a couple you signed before Gilded — that does ask for the contract total and what they have paid, because there is no document to take it from.)

Saving and Viewing Your Event

Click Create Event to save. You land on the event detail page, which is where everything for this couple lives. From here you can:

• See the activity timeline — a running log of every action taken on this event
• View the status — the current workflow stage (starts at "Prospect")
• Create documents — build a proposal, contract, or combined document
• Manage payments — request deposits and track payment status
• View client contact info — quick access to email and phone

What to Do Next

Now that your event is set up, it is time to build a document. Check out Document Types to understand your options, or jump straight into Building Proposals.