Announcements
- Knowledge Base Updates: October 2024
- Knowledge Base Updates: September 2024
- Upcoming Webinar: Email in Elite
- What's New in the Knowledge Base: August 2024
- What's New in the Knowledge Base: July 2024
- Momentus Elite June Update Preview
FAQ
- How do I contact the Momentus Elite Support Team?
- How do I log in to Momentus Elite?
- How do I reset or change my password?
- Momentus Elite Glossary
- Support Ticket Requests
- Broadcast Messages
Getting Started in Momentus Elite
- Getting Started in Momentus Elite
- Introduction to Momentus Elite
- Momentus Elite Foundations (Webinar)
- Getting Started: Financial Foundations
- Getting Started: Setting Up Inventory and Pricing
- Getting Started: Packages and Instruction Sets
Webinars and Events
Accounts & Contacts
- About Account Tags
- About Contact Groups
- About Contact Tags
- Account and Contact Hierarchies
- Add Account Tags
- Add Contact Tags
Booking Events
- Book Holds and Events
- Booking in Momentus Elite: Arenas & Holds Management (Video)
- Booking in Momentus Elite: Performing Arts Centers (Video)
- Booking in Momentus Elite: Convention Centers (Video)
- Add More Dates or Rooms to an Event
- All About Status
Postponed, Canceled, and Lost Holds and Events
- Best Practices for Postponed, Canceled, and Lost Holds and Events
- Cancel an Event
- Handling Financials When an Event is Lost/Canceled
- How can I find my cancelled or lost events?
- Mark an Event as Lost
- Restore a Lost or Canceled Event
Calendar
- Getting Comfortable With Your Calendar (Webinar)
- Calendar View Gallery
- Add a Published Calendar to Apple Calendar
- Add a Published Calendar to Google Calendar
- Add a Published Calendar to Outlook
- Calendar Notes: Add Notes
Detailing Events
- Detail Your Events
- Detailing Events (Webinar)
- Supercharge your Event Detailing with Instruction Sets (Webinar)
- Add a Billing Note to Items
- Add a Discount
- Add a Package to an Event
- Email in Momentus Elite
- Email in Elite (Webinar)
- Add Email Merge Fields
- Email Template Gallery
- Send an Ad Hoc Email
- Manage Email Templates
Events
- Change an Event's Account
- About Event Tags
- Add Event Tags
- Add Event, Series, and Account Notes
- Copy All the Things: An overview of how to copy events and event details
- Create a Custom Event List/Report
Event Financials
- Event Financials
- Financials Overview (Webinar)
- Accounts Receivable Workflow (Webinar)
- Tracking Revenue (Webinar)
- Accept Online Invoice Payments
- Add a Payment
Event Schedule & Functions
- About Functions
- Add and Edit Functions with the Function Mass Editor
- Batch Edit Functions
- Building an Event Schedule via Functions (Webinar)
- Cancel or Remove Functions
- Create a Custom Function List/Report
Exhibitor Ordering
- Exhibitor Ordering
- Introduction to Exhibitor Ordering (Webinar)
- Add an Exhibitor Order
- Add an Exhibitor to an Event
- Add Instructions to the Online Exhibitor Store
- Add Item Images to the Online Exhibitor Store
Insights Reports & Dashboards
- Insights Reports and Dashboards
- Create a Report Part 1: Setting Up Your Data for Report Building
- Create a Report Part 2: Building the Report
- Create a Report Part 3: Parameters
- Create a Report Part 4: Groupings
- Create a Report Part 5: Calculated Fields and Format Strings
Insights Report & Dashboard Library
- Aging Invoices Report
- Attendance Dashboard
- Booking Dashboard
- Booking – Bookings Analysis (Graphical)
- Completed Tasks Report
- Confirmed Events per Year
Insights Document Template Library
- Insights Document Template Library
- Event Estimate
- Event Order (BEO) – External
- Event Order – Internal Sporting Event (Single Day)
- Event Order – Internal
- Event Order – Internal PAC (Single Day)
Inventory & Prices
- Manage Your Inventory and Pricing
- Setting Up Inventory and Pricing (Webinar)
- About Inventory Packages
- Building and Using Packages (Webinar)
- Activate an Instruction Set
- Add and Edit Pricing for Inventory Items and Packages
Live Entertainment
- Workflow for Live Entertainment Bookers
- Performances
- Post-Show and Post-Event Reports
- Post-Show Reporting (Webinar)
- Post-Show Note Sets Gallery
- The Shift: Arena and Stadium Event Document Alternative (Webinar)
Mobile
Operations
Sales
- Add an Inquiry
- Add Economic Impact and Room Nights to an Inquiry or Event
- Add Estimated Revenue to an Inquiry, Prospect, or Event
- Add Spaces to an Inquiry
- All About Rental Rates (Webinar)
- Change an Inquiry's Dates
Saved Views
Series
- Series of Events
- Add Existing Events to a Series
- Add Event, Series, and Account Notes
- Book Events In a Series
- Copy Series Information to your Clipboard
- Edit Events in Series
System Admin Info & Account-Wide Settings
- Account Setup Requirements
- Admin Walkthrough (Webinar)
- Configure Your Momentus Elite Account: System Admin Review (Video)
- Overview of the System Admin Section
- Add Holidays to Your Calendar
- Booking Portal Site Branding Guidelines
Tasks & Task Templates
- Task Management
- Task Management in Momentus Elite (Webinar)
- Task Template Gallery
- Apply a Task Template
- Complete a Task
- Copy a Task Template
Third-Party Integrations
- Enhance Your Tessitura Workflow
- Momentus Elite and Integrations
- Send a Document to DocuSign
- Set Up the DocuSign Integration
- Set Up the DocuSign Integration (Feature Focus Webinar)
- Share Avails via Corporate Calendar View
Tracking Changes
- Tracking Changes
- Global Activity Log
- Track Changes to Event Details
- Tracking Changes to Event Details (Webinar)
- Activity Log Gallery
- Create a Custom Activity Log View/Report
Troubleshooting
- Special Characters (&, %, #, and $) in File Names
- Troubleshoot a Digital Signage Integration
- Allow Pop-Ups in Your Browser
- Clear Your Browser Cache
- Enable Cookies and JavaScript
- How do I preview PDFs on an iPad?
User Administration & Roles
- Application Authentication and Security
- User Role Permissions
- Access Multiple Momentus Elite Accounts
- Add a User
- Configure Single Sign-on
- Create a User Role
User Settings & Notifications
- Make Your Account Your Own
- Create a Bookmark
- "Create one event order per detail" Default Setting
- Email Notifications About Activity in Your Account
- Launch Momentus Elite via a Shortcut or as a Browser App
- Set a Default Space Usage
Venues & Rooms
- About Combo Rooms
- Add a Room
- Edit a Room
- Inactivate a Room
- Order Rooms and Room Groups
- Organize Your Spaces: Venues and Groups
Data Conversion
Release Notes & Development Roadmap
- ★ Development Roadmap
- October 2024 Update: Multi-Rate Inventory Items and Accessibility
- October 2024: Insights Release Notes
- July 2024 Minor Update
- June 2024 Update: Email Merge Fields and Booking Portal Items
- June 2024 Update: Insights Release Notes