Documentation

Everything you need to set up, configure, and get the most out of EventFlow.

A chef working the pass during service, plates stacked on the shelf and order tickets clipped along the rail.

Getting Started

Setup is guided: we connect your events inbox, build your knowledge base with you, and supervise the first week. Most venues are live in about a week.

Knowledge Base Setup

How your spaces, menus, pricing, and policies become the knowledge base, and how to edit it from your dashboard.

Venue factsEdited Oct 14 by Morgan

Harbor Room: Private, seats 28, standing 40
Minimum: $2,000 Fri and Sat, $1,200 Sun to Thu
Group menus: $65 Family-Style, $85 Chef's Menu
Online booking: Parties up to 8
Corkage: $35 a bottle

Email Configuration

How EventFlow connects to your events inbox (Outlook / Microsoft 365 today, Gmail on request) and replies from your own address.

Follow-Up Sequences

How the Day 3, 7, and 14 check-ins work, and how they stop when a guest replies, books, or declines.

Lena Ortiz, team dinner for 18Quiet since Oct 16

Mon, Oct 19Day 3 check-inSent

Fri, Oct 23Day 7 check-inSent

Fri, Oct 30Day 14, last oneScheduled

Lead Scoring & Classification

Understand how EventFlow scores leads (A/B/C/D) and when it hands a guest to your team.

Developer Resources

OpenAPI spec, llms.txt agent guide, and machine-readable endpoints. Browse developer resources.

CRM Integration

Connect Tripleseat for real-time availability checks, automatic web-lead replies, running notes, and soft holds. Other platforms are available as custom integrations on the Premium plan.

Courtesy holdTentative

Guest: Dana Kowalski, 24 guests
Room and date: Harbor Room, Sat, Mar 13, 2027
Placed: Sat, Oct 17, 10:06 AM
Reminder: Thu, Oct 22, 4:06 PM
Releases: Sat, Oct 24, 10:06 AM, unless Dana books

A vast hall set for one dinner: hundreds of round tables with flowers, and the crew still setting the last places.

An archival photograph of a club dining room set for a banquet, with long tables of food and stacked plates.

Let's look at your inbox

Tell us how inquiries reach you today, and we'll walk you through what EventFlow would have sent back. Setup takes about a week, and we do it with you.

Book a demo