In this Basecamp Office Hours session (recorded live on April 27, 2023), Ashley, Laura and Kimberly from the Basecamp Customer Success team demonstrate how Basecamp can effectively be used to plan events. Kimberly, a former wedding planner and event designer, walks through an actual event planning set up in Basecamp. The team demos the Basecamp project management software, shares best practices, and answers customer questions live.

Timestamps:

00:00 - Introduction

08:30 - Walk-through of Basecamp Home Screen for event planning company

09:56 - Pinning and sorting projects

10:25 - Client access to projects

10:49 - Walk-through of a wedding planning project in Basecamp

10:56 - Lineup

11:17 - Seeing who is on a project in Basecamp

11:35 - Tools used in the Basecamp project

12:17 - Basecamp Schedule

12:38 - Tasks with Due Dates on the Schedule

13:30 - Linking to a Google document in Basecamp

14:00 - Message Board and pinning messages

14:42 - To-Dos - Card view vs. list view

16:05 - Docs & Files and client sharing

17:00 - Benefits of everything in one place

17:30 - Find feature

18:08 - Creating a project template

18:58 - Walk-through of a wedding planning project template

22:22 - Campfires, duplicating tools

23:30 - Starting a new project from scratch

24:04 - Starting a new project from a template

25:40 - Showing an event on the lineup

26:40 - Adding a client to your account and project

29:50 - What it looks like on the client's end when they are in a project

31:30 - Best practices for working with non-client collaborators in a Basecamp account for events

34:32 - Basecamp Schedules and syncing to external calendars

37:32 - Bulk assigning and bulk changing due dates

39:54 - Grouping To-dos

41:52 - Using Card Table for event planning

47:20 - Transitioning clients from an earlier version of Basecamp

48:37 - Switching between Basecamp2 and Basecamp3/4 accounts with the Launchpad

51:30 - Transitioning from BC2 to BC4 and 1-on-1 demos

52:13 - Pricing specials when you transfer to a newer version of Basecamp

53:20 - Steps in Card Table

54:45 - Creating internal links from one part of Basecamp to another

56:36 - Switching between accounts on the desktop app

58:38 - Tips for scheduling time with internal folks without calendar sharing
1:00:00 - Wrap-up and how to reach Customer Success team

Helpful Links:
🔗 Video tutorials: https://basecamp.com/learn
🔗 REWORK podcast: https://37signals.com/podcast/
🔗 Customizing Project Tools video tutorial: https://basecamp.com/learn/beyond-the-basics/customizing-project-tools
🔗 Working with Clients: https://basecamp.com/learn/beyond-the-basics/working-with-clients
🔗 To-Dos Video Tutorial: https://basecamp.com/learn/beyond-the-basics/working-with-to-dos
🔗 Using Card Table video tutorial: https://basecamp.com/learn/beyond-the-basics/card-table
🔗 Linking to other resources with Doors: https://3.basecamp-help.com/article/667-doors

For follow up questions, reach out to guides@basecamp.com