Welcome to Momentus Elite! Whether you are new to your venue or your venue is new to Elite, we're glad you're here.
This getting started curriculum is designed as a nine-week program, covering one level per week. In each level there are several trainings as well as related readings and "electives" in the knowledge base. This curriculum is an excellent way to introduce new employees to Momentus Elite and even refresh your own knowledge!
Cohort Onboarding
This page lists the training which are a part of our cohort onboarding plan. If you're part of a cohort, you can register for all your trainings here! Cohort workshops and other meetings will be scheduled directly with your consultant.
Existing Clients
These trainings can also be used by existing clients — established venues who have already completed onboarding — to refresh their knowledge of Elite or to onboard new employees. You can attend live trainings alongside a cohort (register below) or watch recorded sessions. If your team is interested in working with a consultant to deepen your use of Elite, please contact us for training and consulting options.
Prerequisite
Before you dive into trainings, let's get you logged in and familiar with navigating Elite.
Introduction to Elite Welcome to Elite! Whether you are new to your venue or your venue is new to Elite, we're glad you're here. This training will get you logged in on both your computer and phone and then take you on a tour of the app, pointing out features and functionality along the way. |
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Elective
Using Elite On Your Phone We made it easy and intuitive to use Elite on your phone. In this webinar we'll walk you through the app, offering tips and tricks along the way so that you can access features easily on your phone. We'll also show you the one dedicated mobile page: the calendar. |
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Level 1
The first thing we'll need to do is set up your Elite account, and this section will help you understand the basics upon which Elite is built. If you're new to an existing Elite account, this section can help you understand how the information you're seeing is used in the application.
Elite Foundations In this training, we discuss two concepts which are key to understanding how to use Elite: event structure and status. |
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Related Reading
Financials Foundations In Elite you are able to track financials for an event from estimating revenue at the beginning of the sales process through to when revenue is realized and the event is paid in full. In this training, we'll take a high-level look at how financials work in Elite: where to find financial information for accounts and events, how revenue is tracked, financials statuses you can incorporate into your workflow, and take a sneak peek at the AR workflow. |
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Related Reading
Level 2
This level continues your account setup, this week focusing on inventory and pricing.
Setting Up Inventory and Pricing When your venue hosts an event, you often provide more than just the space. Elite allows you to create a library of the inventory for your events, whether it's food and beverage, furniture, equipment, or labor. You are able to track inventory stock levels, and also add pricing. In this webinar we will cover building your inventory library, adding pricing, and tracking stock levels - everything you need to start detailing your events. |
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Inventory and Pricing Part 2: Packages, Instruction Sets and Q&A In this training we'll dig deeper into package use cases as well as walking through building a package, as well as introduce you to instruction sets. Bring your packages for us to discuss! We should also have time for a general inventory and pricing Q&A. |
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Elective
Building and Using Packages In this webinar we deep dive into packages, our feature which allows you to create bundles of goods and services, set pricing for the bundle, and then allocate it to events. We'll discuss strategies in building packages, including how to build them so financials are reported correctly. We'll also show how they can be added to events and displayed in client-facing documents. |
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Related Reading
Level 3
Your account is set up and you're ready to start adding your events and information! In this section you'll learn to book your events and update event status, as well as how to customize your calendar to see the information most important to you.
Booking Events This training is all about adding events to Elite. We discuss the different event statuses, blackout and internal events, adding additional dates or spaces to events, series, and so much more — everything you need to take an event from initial booking to confirmed. |
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Getting Comfortable With your Calendar The calendar is central to your Elite account. In this training we'll look at how to create custom views (including venue defaults), privacy settings, filter and display options, and mobile viewing. |
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Electives
Using Usage Space usage tracks the specific purpose for which a booked space is being used, such as load in, event, dark, load out. In this webinar we’ll discuss what usage is used for, how to set up your custom usages, and how to add them to your events. |
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Workflow for Live Entertainment Bookers This article walks through the complete workflow for bookers at arenas and performing arts centers, or any users who send avails and manage holds. This article will give you an overview of the tools available to you and resources with more information and step-by-step instructions are linked throughout the article. |
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Contact Roles and Staff Assignments Every venue has key personnel for each event, such as the sales manager, event coordinator, manager on duty, etc. These people are employees or third-party contractors and are working on behalf of the venue. There are also key contacts which you have with your client: billing contact, on-site contact, signatory, etc. These are your clients or people working on behalf of your clients. In this 30-minute webinar, we show you how to track everyone via event and function staff assignments and contact roles. |
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Related Reading
Level 4
You are ready to start detailing events. First we'll create the event schedule, which is done with functions. Once the functions are built, we'll add all the details you need to successfully execute the event.
Building an Event Schedule via Functions In this training you'll learn to use functions to create an event schedule and structure, so that additional details, inventory items, and instructions can be effectively tracked. |
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Detailing Events Detailing events is all about managing event requirements, which we do in Elite via items and instructions. We’ll discuss not only how to add requirements to your event, but also best practices and strategy behind the different item types and instructions. |
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Electives
All About Rental Rates This recording will cover everything you need to know about rental rates. |
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Supercharge your Event Detailing with Instruction Sets Join us for an overview of Instruction Sets, a feature which allows you to build a library of instructions for your events. We discuss use cases for instruction sets and show you how to set them up and then apply them to events, as well as show how to distribute this information via event orders and the Operations daily view. |
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Related Reading
- Add and Edit Functions with the Mass Editor
- Detail Your Events
- Copy All the Things: An overview of how to copy events and event details
Level 5
This week is all about leveraging event information you've entered in Elite to create documents and disseminate information as well as adding more pieces to your event workflow.
Sales Workflow In this training we'll walk you through the proposal and sales workflow, as well as discuss the contract approval process. We'll also demo the DocuSign integration. |
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Event Execution This training is all about how you take all the information that has been gathered about the event and use it to create an amazing experience for your guests. |
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Related Reading
- Workflow for Contracting
- Workflow for Contract Approval
- Operations Daily View
- Create Event Orders
- Download Event Orders
Level 6
Let's wrap up that event! This week we'll talk about post-event reports and also have an optional Office Hours session to talk about event workflow.
Post-Event Reports and Live Entertainment Features in Elite Elite has built-in post-event reports. In this training we'll show you what can be included and how to build your post-show reports, how to enter information on events, and email them out to staff. While we built these for live entertainment venues, all venues and all events can use them! We'll also touch on other features for venues who hold ticketed events. |
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Electives
Post-Show Reporting You are able to report on ticket counts, revenue, and attendance for each performance in your events, as well as add notes from each department. In this webinar we'll walk you through the reports, how to set them up, and how to input and distribute them post-show. |
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Related Reading
Level 7
This level is all about your financial workflow: invoicing for deposits and charges, recording and allocating payments, creating account credits, and refunding overpayments. We'll also look at reports and dashboards to help you stay on top of it all!
Financial Workflow 1 | Watch Now |
Financial Workflow 2 | Watch Now |
Electives
Using Event Adjustments In this in-depth webinar we will walk you through not only creating and utilizing event adjustments, but also the scenarios when you would use this feature instead of discounts, re-issuing an invoice, etc. We'll also share a checklist to make sure you have all the pieces in place before you create your first adjustment. |
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Related Reading
- Create an Invoice Schedule Template
- Invoice for Deposits
- Discounts and Adjustments: Reducing the Amount a Client is Charge
- Use the Aging Report
- Issue a Refund or Credit
Level 8
In this level we talk about tasks, task templates, and how they can facilitate communication in your workflow.
Task Management In this training we’ll walk you through tasks and how they can expedite both communication and project management. We'll cover creating tasks, creating and applying task templates, task dependencies, adding notifications, task page filtering, and more. |
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Related Reading
Level 9
Insights is a powerful reporting engine which drives your venue's reports and dashboards in Elite. This week is all about Insights!
Introduction to Insights In this training we'll show you report and dashboard functionality, what an Insights Admin can do, and some basic report and template edits that you are able to handle yourself. |
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Related Reading
Next Steps
Congratulations on completing the Getting Started course! You should have a good foundation to work in Elite and use it to its fullest. If you're new to Elite or your venue, we encourage you to dive in to the Knowledge Base to learn more about topics that interest you. Also keep an eye on the Upcoming Webinars page for future webinars and trainings. If you can't find what you're looking for or have a question, don't hesitate to contact us.