One connected lifecycle.
Plan, invite, register, check in, operate, follow up — six stages, one system, zero exports between tools.
1 · Plan
Start with the event, not a spreadsheet.
Create the event once and everything hangs off it: the timeline, the budget, the team, vendors, the venue, and the run of show. Owners and due dates keep the work moving; the readiness view shows what stands between today and doors-open.
- Tasks with owners and deadlines
- Budget with committed vs. planned spend
- Vendors, venue, and files on the event record
2 · Invite
Invite the right people — you already know them.
Guest lists start from the relationships already in LeaderHQ. Pull a LeaderLeads segment, add guest groups and plus-ones, and send personalized invitations without exporting a CSV to yet another tool.
- Audiences built from LeaderLeads segments
- Guest groups, plus-ones, and waitlists
- Personalized invitation campaigns
3 · Register
Registration that captures what you actually need.
RSVPs, ticket choices, custom questions, and accessibility needs — captured against the guest’s relationship record, not a disconnected order table.
- RSVP and registration forms
- Custom questions and accessibility needs
- Paid ticketing is on the roadmap — free events first
4 · Check in
Every arrival, verified in a moment.
Every attendee gets a unique signed QR credential. Staff scan from a mobile browser — no native app required — with clear states for valid, duplicate, canceled, wrong-event, and denied scans, plus manual lookup when someone left their phone in the car.
- Signed, single-guest QR credentials
- Live attendance and capacity counts
- Manual lookup by name, email, or code
5 · Operate
The live event, under calm control.
When doors open, everyone works from the same picture: entrances and arrival counts, the run of show, staff assignments, and alerts when something needs an owner. Coming next: the full command center with multiple entrances and access levels.
- Run of show every staff member can see
- Arrival, capacity, and entrance reporting
- Alerts and incident ownership — coming next
6 · Follow up
The event ends. The relationship continues.
Attendance updates each guest’s relationship record the moment they scan in. Segment attendees and no-shows, create follow-up tasks in LeaderTask, trigger LeaderSend thank-yous, and book next steps with LeaderCal — while the event is still fresh.
- Attendee and no-show segments
- Follow-up tasks with owners and due dates
- Messages, surveys, and meetings from one place