Event Planning Software: A Beginners Guide to Appointment and Event Management

When you enter the world of event planning, the one thing you realize very quickly is that flexibility is a necessity. Your event planning software will need to track appointments you have set, events you are planning, your journal or diary entries you are writing, projects you are working on, and the tasks on your to-do list. In this beginner’s guide article series, you will receive insights into each of these categories and some productive ways to use them.

First, let’s take a look at appointments in event planning software. This is the most obvious category. When picking an event planning software package, make sure that you have a monthly view of your appointments. This view allows you to see your month at a glance so that you can make decision quickly and get a grip on your schedule flow to prevent costly schedule errors like double booking.

Second, let’s take a look at your events in the event planning software. Your software should also give you a monthly view at this point too. Let me give you more detail on the characteristics on the monthly view. Your monthly view should be interactive without the need to compromise the view in your event planning software. In other words, you can make notations onto the calendar’s monthly view without leaving that view. This is where you will get your biggest bang for the buck because you can make notations directly onto the view without popping up any extra screens and yet have full visual to every day of the month.

If you are like me, you have had to fumble with software that took you to a totally different window to add notes and while you were writing the notes you needed to go back to the original window to assess some critical data. You may have even had to copy out your notes to another program temporarily until you could flip back from the original screen. What a pain!

The flexibility to work on your appointment and events in an unencumbered environment are crucial to your productivity success. As you can see, there is at a basic level some important event planning software design issues to address when choosing package. In the next article we will tackle the journal.