A bundle groups items, staff, equipment and services into one line on a quote. Build one in Bundles and save it once. Later changes save as you type.
Before you start
Add your items, equipment and staff roles and rates first. A bundle with a typed price can start empty, but until something is inside it, EventSage shows what it charges, not what it earns.
Name the bundle and choose how it sells
- Open Bundles, under Settings then Libraries.
- Click New bundle. The editor opens on Basics.
- Type a Bundle name. The bundle can't save without one.
- Under How it sells, choose how it reaches a quote.
- Core (always on)
- Included in every quote.
- Add-on (selectable)
- One you pick per event in Quick Quote. Clients can add or drop it on a proposal.
- Featured (proposal headline)
- Headlines the proposal. A lower Display order appears earlier.
Add what goes inside
- Click Add items at the foot of Basics.
- Click Item, Staff, Equipment, Service or Bundle.
- Pick what the line holds and how much of it the bundle uses.
A Service line is a fixed quantity per event. A Bundle line nests one bundle inside another, as Put one bundle inside another explains.
Set how it charges
- Click Set pricing. The step opens on How this charges.
- Click the card that matches how you sell it.
- Fill in the fields the card shows.
The five cards charge like this.
- Sum of items
- Adds up what's inside and applies your markup.
- Scalable set rate
- Sells one price up to a size you set, then charges for extra guests or hours.
- Per guest
- Charges one rate for every guest.
- Per guest · hour
- Charges one rate that counts guests and hours.
- Flat fee
- Charges one amount per event, hour, staff member or station. Per staff member, you also name the staff role the price follows.
Help me choose recommends a card after a few questions and sets nothing until you click it.
A price you type is what the client pays, rounded up by Price rounding when you set a step, and the contingency buffer joins it only if you tick Apply contingency buffer, which starts off. A flat fee per event never takes the buffer. EventSage taxes a bundle whole at its own tax class, staff inside included, and you pin a Tax class under Limits & tax only for non-standard goods, alcohol excise or exempt items. How markup, margin and the buffer set a price covers the rest.
Present it and save it
- Click Configure presentation.
- Leave Show item breakdown to clients on to let clients expand "See what's included".
- Write a Client-facing description.
- Click Save bundle. The panel stays open on Tasks, and the bundle now saves as you type.
- Click Done when you finish.
Something look off?
Work through each check in order. Most fixes take under a minute.
The bundle won't save or a line disappears
- 1 · The name is emptyType a Bundle name under Basics.
- 2 · A price per staff member has no roleChoose the role under Which staff it follows.
- 3 · A Scalable set rate with your own rates has a blank rateFill it in. A rate of 0 is fine if extra guests or hours are free.
- 4 · A staff line holds a fractionA staff line needs a whole number.
- 5 · A line had nothing pickedThe first save drops a line with nothing chosen. Add it again and pick what it holds.