Budgeting and Approval Workflows

When planning an event, be sure to set budgets and an approval process!

Step-by-Step Guide

Determine which Event Method is most suitable for your event.

Basic Events:

Pre-define a flight cost limit and receive approval requests on a per event basis (all attendees have the same cost limit and Event Planners will receive approval requests)

👑Pro Events:

Predefine flight cost limits and set-up an approval workflow on a per attendee basis.

Basic Events

Step-by-Step Guide

1 | Create New Event

On the Events Dashboard, click Create New Event or drop a guest list file onto the box and proceed to the Flights section.

2 | Flight Cost Limit

Enter a flight cost limit for attendees..

If the attendees have different limits, choose Pro Events.

If a limit is entered and an attendee chooses a flight that exceeds this limit, Roger will message the Event Planner for approval before proceeding.

Attendees are not aware of these limits or that an approval process exists - to enhance their experience.

3 | Finalize your event

Pro Events

Step-by-Step Guide

1 | Create New Event

On the Events Dashboard, create New Event and proceed to the Guest List section.

2 | Guest List

If your guest list is finalized, choose Right away and proceed to the next page where you can download the Advanced Guest List template.

If you're waiting for invitees to register, select Only when they register and proceed to the next page where you will be asked how would you like Roger to identify when an invitee registers. Here you should select Manually in spreadsheet.

3 | Advanced Guest List Template

Once you have downloaded the template, enter the Approver's email address under the Approver Email Address column.

Once ready, you can upload it on the next page.

4 | Finalize Event

When an attendee selects a flight that exceeds the limit specified, an email will be sent the Approver.