How to add a Venue

Add Venues in order to allow customers to choose from a recommended venue list and charge accordingly.

1. From your dashboard, select the Contacts icon and select Venues from the sub-menu

2. Click + Add Venue

3. Click on Details tab.

4. Allow Public - If you wish for your customers to be able to select this Venue from a list in Lead and Booking forms, turn on the toggle. If you wish for this Venue to be hidden (e.g a customer's private residence), please ensure the toggle is off.

5. Click the Name field and type your Value. (required field)

6. Click the Address field and type your Values. (required field)

7. Click the Contact field and type your Value.

8. Choose from an existing Contact from your List, or Click + Create New Contact.

9. If you are creating new Contact for the Venue, a Create Contact form will appear. Add the

   • Phone

   • Email (required field)

   • Picture

   • Name

   • Address

10. Click Save.

11. You will return to the "Create Venue" page.

12. Add any Access Notes e.g Multiple Steps at Entrance.

13. Click Save.

14. Close the drawer by clicking on the X

Note - You can also store files, manage the contacts, and see a full activity history using the labelled tabs.