Congratulations! You've just joined Joinways. This guide walks you through creating your first event, from initial client contact to signed quote. Estimated time: 10 minutes to master the basics.
Step 1: Create a new event
From the dashboard, click the 'New event' button in the top right. You can also create an event directly from an incoming inquiry in your unified inbox.
Essential information to fill in
Event name: use a clear format like 'XYZ Company Seminar - March 2026'. Date(s): select the date(s) from the calendar. Number of attendees: an estimate is fine at this stage. Event type: seminar, team building, conference, etc.
Tip: The event will automatically link to the contact and company if you create it from an inquiry. Otherwise, you can associate them later.
Step 2: Associate a contact and company
Each event should be associated with a primary contact and company. If the contact doesn't exist yet, click 'Create contact'. Joinways will automatically enrich the information (company, position, LinkedIn) using AI.
Why it matters: Properly associating events lets you track client history, identify recurring clients, and personalize communications.
Step 3: Choose space and services
Select the space(s) that will host the event. Joinways automatically checks availability and alerts you to conflicts.
Then add services from your catalog: room rental, catering, AV equipment, accommodation. Each service has a unit price you can adjust for this specific quote.
Step 4: Generate and send the quote
Once services are configured, click 'Generate quote'. Joinways automatically creates a professional document with your branding, service details, and terms and conditions.
Sending options
Direct email: quote is sent to contact with viewing and signature link. Downloadable PDF: for manual sending or printing. Share link: handy when multiple decision-makers need to review.
Step 5: Track and follow up
After sending, the event automatically moves to 'Quote sent' status. You can track: if the quote was opened (and how many times), time spent on each section, last consultation date.
Joinways automatically suggests follow-ups based on this behavior. A quote opened 3 times without signing? Perfect time to call.
Step 6: Electronic signature
When the client is ready, they can sign directly online. The e-signature is legally valid and you receive instant notification. The event automatically moves to 'Confirmed' status.
Good to know: Electronically signed quotes have a 34% higher conversion rate than quotes requiring print and scan.
Event statuses explained
New: inquiry received, not yet processed. In progress: client discussions, quote preparation. Quote sent: proposal sent, awaiting response. Confirmed: quote signed, event validated. Completed: past event. Lost: unconverted opportunity (useful for analysis).
Tips to work faster
Create quote templates: for recurring requests (1-day seminar, study day...), prepare templates. Use keyboard shortcuts: Ctrl+N for new event, Ctrl+S to save. Enable notifications: get alerted when a quote is opened or signed.
Need help?
Our support team is available Monday-Friday, 9am-6pm. Use the chat in the bottom right of the app or email support@joinways.com. Average response time: under 2 hours.