Announcements
- Enhanced AI-Powered Support
- Upcoming Live Webinars - Join Us!
- Visit the New Momentus Learning Center!
- Getting Started with the Momentus Community
- Momentus Payments and Outlook Calendar Integration Documentation has moved
- Momentus Elite June Update Preview
Monthly Digests and Webinars
- Upcoming Webinars and Recordings
- June 2026 Digest
- June 2026 - Elite Live Q&A [Webinar]
- May 2026 Digest
- May 2026 - Ditch the Docs: Move Your Event Planning to Momentus Elite [Webinar]
- April 2026 Digest
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
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 Feature Summary by Tier
- Momentus Elite Glossary
- Broadcast Messages
Accounts & Contacts
- Get the Most From Your CRM (Webinar)
- About Account Tags
- About Contact Groups
- About Contact Tags
- Account and Contact Hierarchies
- Add Account Tags
Booking Events
- Book an Event or Hold
- Add More Dates or Rooms to an Event
- All About Status
- Blackouts and Internal Events
- Book a Prospect
- Confirm an Event on the Details Page
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
- Create a Custom Calendar View
- Event Calendar View Gallery
- Function Calendar View Gallery
- Add a Published Calendar to Apple Calendar
- Add a Published Calendar to Google Calendar
- Add a Published Calendar to Outlook
Detailing Events
- Detail Your Events
- Supercharge your Event Detailing with Instruction Sets (Webinar)
- Add a Billing Note to Items
- Add a Discount
- Add a Package to an Event
- Add a Price Schedule to an Event
- Email in Momentus Elite
- Add Email Merge Fields
- Email in Elite (Webinar)
- Email Template Gallery
- How Emails Work with Multiple Recipients
- Manage Email Templates
Events
- Add, Edit, and Remove Event, Series, and Account Notes
- Change an Event's Account
- About Event Tags
- Add Event Tags
- Copy All the Things: An overview of how to copy events and event details
- Create a Custom Event List/Report
Event Financials
- Accounts Receivable Workflow (Webinar)
- Event Financials
- Financials Overview (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
- Cancel or Delete Functions
- Create a Custom Function List/Report
- Create a Function
Exhibitor Ordering
- Exhibitor Ordering
- 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
- Configure an Event for Exhibitor Orders
Insights Reports & Dashboards
- Schedule a Report
- Insights Reports and Dashboards
- Translate Document Field Labels
- 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
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
- Instruction Set Gallery
- Manage Your Inventory and Pricing
- About Inventory Packages
- Package Gallery
- Bulk Adjust Cost, Price, and GL Codes in a Price Schedule
- Translate Inventory to Alternate Languages
Live Entertainment
- Workflow for Live Entertainment Bookers
- Performances
- Post-Show and Post-Event Reports
- Post-Show Reporting (Webinar)
- Use the Live Entertainment Settlement Tab
- Post-Show Note Sets Gallery
Mobile
Operations
- Operations Hub Overview
- Operations in Elite
- Create a Custom Operations View
- Download Event Orders
- Event Dashboard
- Event Outline Templates
Sales
- How do I change an inquiry's venue?
- 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)
Saved Views
Series
- Series of Events
- Should I Book This as a Series?
- Add, Edit, and Remove Event, Series, and Account Notes
- Add Existing Events to a Series
- Book Events In a Series
- Copy Series Information to your Clipboard
System Admin Info & Account-Wide Settings
- Admin Walkthrough (Webinar)
- Overview of the System Admin Section
- Add Holidays to Your Calendar
- Booking Portal Site Branding Guidelines
- Can I Rename Reference Data?
- Change the Start Day of Week
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
Integrations
- How do I access Momentus Connect from Elite?
- Momentus Elite and Integrations
- Configure the EventDraw Connector
- Enhance Your Tessitura Workflow
- Momentus Elite/Enterprise Glossary
- Send a Document to DocuSign
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
- Page Breaks in Handlebars Documents
- 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
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 one event order per detail" Default Setting
- Create a Bookmark
- Email Notifications About Activity in Your Account
- Launch Momentus Elite via a Shortcut or as a Browser App
- Opt In to New Features
Venues & Rooms
- About Combo Rooms
- Create a Room
- Edit a Room
- Inactivate a Room
- Order Rooms and Room Groups
- Organize Your Spaces: Venues and Groups
Data Conversion
Release Notes
- May 2026 Minor Update
- June 2026 Update
- April 2026 Minor Update
- April 2026 Update
- February 2026 Minor Update
- January 2026 Update