Solution Evolution Guide: Moving to Flex

Step 1: Discover


Power Up and Take Training.


Solution Evolution Training: Transitioning to Flex is where you'll want to start. We offer this live online training twice a week. Register today for the next available session.


Your existing Cvent Event Management knowledge is not obsolete: you will build on it. While the process of building and designing your registration has been transformed, everything you know about configuring event details, invitee management, promotion, reporting, and more remains true.

Need a refresher on Cvent Event Management basics? Take training.




Explore Available Flex Resources.


Bookmark the Flex Customer Resources page.

The Flex Customer Resources page is the epicenter for all customer resources focused on the new event type, whether it’s our most popular articles, FAQs, helpful web design webinars, in-person training registration links, and much more.


Read articles from the Knowledge Base.

You’re likely already familiar with our Knowledge Base, our hub of helpful articles, how-to guides, and step-by-step walkthroughs. Below are just a few of the key articles you should keep in your back pocket as you ramp up your Flex usage, and you can always use the search bar to find more along the way.


Engage in the Cvent Community.

Open Forum: Engage in peer-to-peer discussions with other Cvent users about their transition to Flex
Product News page: Keep up with the latest Flex release notes and noteworthy news
Ideas page: Submit product ideas and enhancements as you further get your hands into Flex




Educate Yourself on the Feature Roadmap.


There’s a good chance you can launch at least one of your events in Flex right now. Even if you can't launch yet, you can always start building it out now. Building your templates now will save you time later – as soon as whichever critical event feature is released, it’s just a matter of adding in that feature. Got all the features you need? Launch it!



TIP: Reference the Flex Features page for the full scope of what's on the roadmap.




We're here to help you.


Always remember you have the option to consult with your Cvent Account Team for guidance on what makes the most sense for your organization, as well as our 24/7 customer support team.

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