Dashboard tour — Help

When you sign in to 1pm, you land on Leads: the enquiries waiting on a reply, worked as a pipeline. Everything else lives one click away in the sidebar down the left.

This article gives you a quick tour of the main screens and where each section sits. Working the leads inbox covers the landing page in full, and The sidebar and where everything lives walks through every navigation item. Here we focus on the two screens you will spend the most time on: the leads inbox you land on, and the events list.

The events list

The events list is where the day-to-day work starts. Open Events from the sidebar and it shows every event in your account, with upcoming events first. Clicking any event opens the planner, which is where you actually build the run of show.

What's on the page:

A row for every event, showing the event name, date, status, and the people you've assigned as Client and Organizer.
A New event button in the top right. Click it to open an inline form and create a new event.
A search box. Type a few characters of an event name and the list filters live as you type.
A Show old events checkbox. By default the list hides events whose date has already passed so you stay focused on what's coming up. Tick this box to bring the historical events back into view.
A Status filter dropdown. Narrow the list to a particular pipeline status, for example only Confirmed events, or only Enquiry events. The available statuses are Enquiry, Tentative, Confirmed, Cancelled, and Completed.
Events and Templates tabs. Above the list, two tabs with live counts switch between your real events and your reusable event templates. Most of the time you stay on Events.
A pager at the bottom. The list shows 25 events per page. Most venues never see the pager because their next thirty days fits on a single screen, but it's there for the long tail.

The sidebar

Your main navigation is the sidebar down the left. The sidebar and where everything lives covers each item in detail, but in order it runs: Leads (with Quotes, Reply templates, Proposal templates and Lead Types beneath it), Events (with Templates beneath it), Onboarding, Programs, Calendar, Tasks, Automations, Contacts (with Dietary options, Crew statuses and Import CSV beneath it), Fields, Spaces, Files, Invoices, Items, Requests, Reports, Branding, Emails and Terms. On the Hospitality plan, Menus, Ingredients and Recipes follow at the bottom under their own heading. The section you are in stays highlighted so you always know where you are, and the ⋯ button beside the "Manage" heading lets you hide the rows you never use.

On a phone or in a narrow window, the sidebar tucks away behind a hamburger menu icon at the top left. Tap it to slide the same list out.

The top bar

The slim bar across the top holds your account and help links rather than the main navigation:

The 1pm logo. Clicking it takes you back to the page you land on at sign-in.
Help. Opens the help centre in a new tab.
Account and Team. Your plan and billing, profile, security, and (if you share the account) the people you work with.
Your email address. A read-only label so you can confirm which account you're signed in as. Useful if you have a couple of accounts open in different browsers.
Sign out. Self-explanatory.

Branding and Terms have their own sidebar entries, and billing sits under Account, so if you remember those from the old top bar, that is where they have moved to.

The verify-email banner

If you haven't verified your email yet, you'll see a yellow banner across the top of every page prompting you to verify. You can dismiss it for the current browser session, and it will come back next time you visit. You can keep using 1pm without verifying. Verifying is what lets you reset your own password later if you forget it.

Creating your first event

The fastest way to feel at home in 1pm is to make a real event and add a few timeline items to it.

Click New event. Fill in the name, the date, the venue or space, and pick a Client and an Organizer if you have crew already added. Save. The new event appears at the top of the list and you can open it to start building the run sheet.

If you don't have any crew added yet, that's fine. You can leave Client and Organizer blank and come back to fill them in once you've added contacts in the Contacts section.