Finding out who changed an important contract, who canceled a payment or who sent the wrong proposal should not take detective work behind the scenes of your business. When several team members, assistants and partners operate the same event dashboard, the lack of traceability creates distrust, rework and operational insecurity.

The events market has traditionally lived with information scattered across loose WhatsApp threads and paper notes. The new History tab was built to end the guesswork for good, giving you a complete, visual, real-time audit trail of every action taken inside your account.

What changes in practice

• Financial and sales auditing. Records exactly when quotes were created, edited or approved, and documents any change to installments, payment methods and client movement through the sales pipeline.

• Traceability for contracts and documents. Know in detail who uploaded drafts, who adjusted clauses and which members sent signature links or collected briefing form responses.

• Operational control over checklists and vendors. Every task marked as done, vendor added or schedule change is recorded with the name of the person responsible and the exact time of the change.

• Check-in validation records. Follow QR code scans and check-in confirmations at the door, knowing exactly which host let each guest into the event.

Why this matters

For anyone leading an advisory or events company, full visibility is the key to delegating with peace of mind. Instead of endless meetings to find the source of a mistake or questions about what was agreed with the client, you have an immutable history that works as the single source of truth for your whole team.

That not only protects your business from miscommunication, it also brings transparency and legal backing to your relationship with clients and contracted partners.

💡 How to use it: In your dashboard, go to Settings > Team & Permissions and click the History tab to view the records filtered by date, member or action type.