Learn Ripluo Step by Step
Watch video walkthroughs and read detailed written guides to get the most out of your event planning software.
Table of Contents
Getting Started
- 1Why Spreadsheets Are Killing Your Productivity: A Complete Ripluo OverviewA full walkthrough of every tool in Ripluo - from event planning essentials like schedules, checklists, and budgets to the built-in CRM with leads, proposals, contracts, and invoicing. See why spreadsheets can't keep up.
- 2Event Planning Software Tutorial for Beginners: Getting Started with RipluoLearn how to set up your Ripluo account, navigate the dashboard, customize your event tools, use Buildr AI to auto-generate schedules, and create your first event from scratch.
- 3How to Create Your First Event in RipluoLearn how to sign up for Ripluo, create your first event, customize your planning tools, and configure event settings. Everything you need to go from zero to planning in under five minutes.
Budgets
- 1How to Create and Manage an Event BudgetLearn how to set up an event budget in Ripluo with categories, transactions, estimated vs. actual cost tracking, and variance reports so you always know exactly where your money is going.
- 2How to Use Planned Items, Calculated Estimates, Financial Visibility, Transfers & SearchDive into Ripluo's advanced budget features: planned items for tracking committed costs, fixed and calculated estimates, financial visibility controls, direct transfers, subcategories, and budget search.
- 3How to Manage Budgets Across Multiple EventsLearn how to allocate budgets across multiple events in Ripluo, divide shared costs, transfer funds between events, and compare spending across your portfolio.
Floor Plans
- 1How to Design Event Floor Plans and Seating LayoutsLearn how to create event floor plans in Ripluo with draggable tables, chairs, stages, custom objects, labeled zones, guest assignment, and color-coding to visualize your entire event space.
- 2How to Share Floor Plans and Create Multiple LayoutsLearn how to create multiple layout versions of your event floor plan in Ripluo, share them with vendors, and export polished designs for printing and presentations.
Organization
- 1How to Use Event Notes and File ManagementLearn how to create and organize event notes in folders and manage file uploads within your Ripluo event workspace. Keep meeting notes, vendor info, and documents right where you need them.
- 2How to Use the Calendar View for Tasks and EventsSee all your task due dates and events on a visual calendar. Toggle between month, week, and day views to spot deadline clusters, plan your week, and stay on top of what is coming next.
CRM
- 1How to Build Your Contact and Company DatabaseLearn how to add contacts with custom fields, link them to companies, track activity timelines, and build a centralized database that powers your entire event business.
- 2How to Set Up and Manage Your Sales PipelineLearn how to create opportunities with line items, move deals through pipeline stages, track deal value and probability, and log activities to close more event business.
- 3How to Customize Your CRM Pipeline StagesLearn how to add, rename, reorder, and remove pipeline stages in Ripluo's CRM to match your specific sales process - with examples for wedding planners, corporate planners, and agencies.
- 4How to Log Emails to Your CRM with BCCLearn how to find your BCC address, set it up in Gmail or Outlook, and automatically log every client email to the right contact in Ripluo's CRM.
- 5How to Capture Leads and Convert Them to ClientsLearn how to embed lead capture forms, integrate with Google and Facebook Ads, track where your leads come from, and convert leads into contacts and pipeline opportunities.
- 6How to Convert a Won Deal into an EventLearn how to turn a closed opportunity into a fully set up event with pre-populated details, creating a smooth handoff from sales to planning.
Setup
- 1How to Set Up Your Service Catalog, Tax & Discount TemplatesCreate a reusable service catalog with pricing and item codes, build tax and discount templates, and use them across proposals, quotes, and invoices for consistent and accurate billing.
- 2How to Set Up Organization Branding and SettingsConfigure your organization's logo, brand colors, and tagline in Ripluo. See how your branding automatically carries through proposals, contracts, invoices, and public-facing event pages.
Use Cases
- 1How to Use Ripluo for Wedding PlanningA complete guide for wedding planners showing how to manage timelines, guest coordination, vendor relationships, proposals, contracts, and invoicing - all from one platform built for event professionals.
- 2How to Use Ripluo for Corporate Event ManagementA step-by-step guide for corporate event planners covering multi-track schedules, speaker management, sponsor coordination, team collaboration, budgeting, and client-facing proposals and invoicing.
- 3How to Use Ripluo for Multi-Event OperationsA guide for event agencies and high-volume planners covering multi-event management, team permissions across events, template libraries, client management through the CRM, and scaling your operations.
Why Spreadsheets Are Killing Your Productivity: A Complete Ripluo Overview
A full walkthrough of every tool in Ripluo - from event planning essentials like schedules, checklists, and budgets to the built-in CRM with leads, proposals, contracts, and invoicing. See why spreadsheets can't keep up.
Event Planning Software Tutorial for Beginners: Getting Started with Ripluo
Learn how to set up your Ripluo account, navigate the dashboard, customize your event tools, use Buildr AI to auto-generate schedules, and create your first event from scratch.
How to Build an Event Run of Show That Updates Itself
Stop manually recalculating your event timeline. Learn how to build a dynamic run of show in Ripluo with auto-updating times, team instructions, breakout rooms, and Buildr AI.
How to Create Your First Event in Ripluo
Learn how to sign up for Ripluo, create your first event, customize your planning tools, and configure event settings. Everything you need to go from zero to planning in under five minutes.
How to Create Checklists and Manage Event Tasks
Learn how to create organized checklists in Ripluo with tasks, subtasks, priorities, due dates, team assignments, and @mention comments. Use Buildr AI to generate checklists in seconds instead of starting from scratch.
How to Create and Manage an Event Budget
Learn how to set up an event budget in Ripluo with categories, transactions, estimated vs. actual cost tracking, and variance reports so you always know exactly where your money is going.
How to Use Planned Items, Calculated Estimates, Financial Visibility, Transfers & Search
Dive into Ripluo's advanced budget features: planned items for tracking committed costs, fixed and calculated estimates, financial visibility controls, direct transfers, subcategories, and budget search.
How to Manage Budgets Across Multiple Events
Learn how to allocate budgets across multiple events in Ripluo, divide shared costs, transfer funds between events, and compare spending across your portfolio.
How to Design Event Floor Plans and Seating Layouts
Learn how to create event floor plans in Ripluo with draggable tables, chairs, stages, custom objects, labeled zones, guest assignment, and color-coding to visualize your entire event space.
How to Share Floor Plans and Create Multiple Layouts
Learn how to create multiple layout versions of your event floor plan in Ripluo, share them with vendors, and export polished designs for printing and presentations.
How to Use Event Notes and File Management
Learn how to create and organize event notes in folders and manage file uploads within your Ripluo event workspace. Keep meeting notes, vendor info, and documents right where you need them.
How to Use the Calendar View for Tasks and Events
See all your task due dates and events on a visual calendar. Toggle between month, week, and day views to spot deadline clusters, plan your week, and stay on top of what is coming next.
How to Use Event Lists for Seating, Run-of-Show & Custom Tracking
Discover Ripluo's new Event Lists feature: create customizable tables with columns, sorting, and filtering for seating charts, vendor tracking, run-of-show details, equipment inventories, and more.
How to Create and Customize Public Event Pages
Learn how to create shareable public event pages in Ripluo, customize their appearance, choose which sections to display, embed them on your website, and track page views.
How to Create Guest Lists and RSVP Forms
Learn how to build guest lists with custom columns, add guests manually or in bulk, create branded RSVP forms, and track responses in real time - all from one place.
How to Manage Volunteers - Opportunities, Applications & Check-In
Learn how to create volunteer opportunities, publish application forms, review and assign volunteers to shifts, and track check-ins on event day.
How to Manage Vendors and Compare Quotes
Learn how to build your vendor database, organize vendors by category, collect and compare quotes, and accept the best option directly into your event budget.
How to Book Speakers and Manage Travel Logistics
Learn how to manage your speaker pipeline, track multiple contacts per speaker, collect travel preferences, and coordinate logistics from booking to event day.
How to Create Sponsorship Packages and Track Sponsors
Learn how to build sponsorship tiers with pricing, manage sponsor relationships through a pipeline, create public application forms, and handle floor plan placement and invoicing.
How to Track Sponsor Deliverables and Speaker Commitments
Learn how to use auto-generated deliverables checklists, speaker commitment templates, and fulfillment tracking to make sure every promise gets kept.
How to Track Venues and Manage Bookings
Learn how to build your venue database, track booking stages, log communications, manage multiple venues per event, and organize rooms within a venue.
How to Build Your Contact and Company Database
Learn how to add contacts with custom fields, link them to companies, track activity timelines, and build a centralized database that powers your entire event business.
How to Set Up and Manage Your Sales Pipeline
Learn how to create opportunities with line items, move deals through pipeline stages, track deal value and probability, and log activities to close more event business.
How to Customize Your CRM Pipeline Stages
Learn how to add, rename, reorder, and remove pipeline stages in Ripluo's CRM to match your specific sales process - with examples for wedding planners, corporate planners, and agencies.
How to Log Emails to Your CRM with BCC
Learn how to find your BCC address, set it up in Gmail or Outlook, and automatically log every client email to the right contact in Ripluo's CRM.
How to Capture Leads and Convert Them to Clients
Learn how to embed lead capture forms, integrate with Google and Facebook Ads, track where your leads come from, and convert leads into contacts and pipeline opportunities.
How to Convert a Won Deal into an Event
Learn how to turn a closed opportunity into a fully set up event with pre-populated details, creating a smooth handoff from sales to planning.
How to Create, Brand, and Send Proposals
Learn how to build professional branded proposals in Ripluo with custom line items, text snippets, and shareable links. Track when clients view your proposal and follow up at the right time.
How to Create Quotes with Taxes, Discounts & Expiration
Build professional quotes in Ripluo using your service catalog, apply tax and discount templates, set validity periods, and easily create invoices from accepted quotes.
How to Create Contracts and Collect E-Signatures
Build professional contracts in Ripluo using templates with 50+ auto-fill variables, collect legally binding e-signatures with one-time passcode verification, and maintain a complete record for every signed document.
How to Create Invoices and Accept Online Payments
Create professional invoices in Ripluo with line items, taxes, discounts, and payment terms. Connect Stripe to accept online payments, send payment links, and track your cash flow in one place.
How to Set Up Your Service Catalog, Tax & Discount Templates
Create a reusable service catalog with pricing and item codes, build tax and discount templates, and use them across proposals, quotes, and invoices for consistent and accurate billing.
How to Use Team Messaging, Email Templates & Notifications
Stay connected with your team using direct messages, group chats, and event-specific channels. Create reusable email templates with variables and customize your notification preferences.
How to Use Buildr AI to Generate Schedules, Checklists, Budgets & Emails
Let Buildr AI do the heavy lifting. Describe your event and get a ready-to-use schedule, checklist, budget, or email draft in seconds. Iterate, refine, and save directly to your workspace.
How to Set Up Your Team with Roles and Permissions
Invite team members to your Ripluo organization, assign roles like owner, admin, and member, and configure 30+ detailed permissions to control who sees what - including financial data.
How to Set Up Organization Branding and Settings
Configure your organization's logo, brand colors, and tagline in Ripluo. See how your branding automatically carries through proposals, contracts, invoices, and public-facing event pages.
How to Create Templates and Export PDFs
Save any event as a reusable template with schedules, checklists, and budgets. Export polished PDFs filtered by role, room, or full timeline so every vendor gets exactly what they need.
How to Use Ripluo for Wedding Planning
A complete guide for wedding planners showing how to manage timelines, guest coordination, vendor relationships, proposals, contracts, and invoicing - all from one platform built for event professionals.
How to Use Ripluo for Corporate Event Management
A step-by-step guide for corporate event planners covering multi-track schedules, speaker management, sponsor coordination, team collaboration, budgeting, and client-facing proposals and invoicing.
How to Use Ripluo for Multi-Event Operations
A guide for event agencies and high-volume planners covering multi-event management, team permissions across events, template libraries, client management through the CRM, and scaling your operations.