How to Set-Up Venue Hire Tags
From the Frontdesk, head to the Accounts header, click Tags.
On the tag list, click Venue Hire Purpose.
Click +Add on the Custom Tags panel to add relevant tags, ie. meetings, workshops, support groups.
How to Set-Up Venue Hire Policies
From the Frontdesk, head to the Accounts header, click Settings.
Under the Hires header, click +Add on the Venue Hire Policies panel. This will open the Add Venue Hire Policy window. Here, you can –
Copy from your existing hire agreement.
You can also Venue Hire Agreement Declarations panel to add terms a hirer has to agree to.
You can use the Venue Hire Default Settings panel to create a default settings for hire periods, such as buffer and pack-up time.
How to Set-Up Invoicing for Your Venue Hire
From the Frontdesk, head to the Accounts header, click Settings.
Under the Finance tab, click Edit on the Invoice settings panel. This will open the Edit Invoice Settings window. Here, you can add –
Invoice Number Prefix
Invoice Number Suffix
Invoice Number
Invoice Number Padding
Number of days before due
Payment Info text
Tickbox – Show Unit Qty and Unit Amount on invoices
How to Add a Site
From the Frontdesk, head to the Venue Hire header, click Sites and Spaces.
Click +Add site to open the Add Site window. Here, add your site’s –
Name
Reference Code
Description
Address
Click Add.
How to Add Spaces to the Site
Once the site is created, click Actions on the site tile, and select Add space to open the Add Space window. Here, you can add –
Site Name
Reference Code
Description
Location Type
Checkbox - Same address as the site
Checkbox - Link to VET location (if ACFE related)
Checkbox - Is a virtual location
If you wish to allocate a colour to the space, click the arrow next to Aquamarine.
Click Add.
How to Add Venue Pricing
There are two options available for venue pricing.
Global pricing – the price is the same across all rooms.
Individual room – the price is determined by the individual room.
From the Frontdesk, head to the Payments header, click Pricing.
Click +Add Pricing Table to open the Add Pricing Table window. Here, add your pricing table –
Internal and Public Name
Internal and Public Description
Click Add.
Now the pricing table has been created, click +Add Item.
The Add Pricing Window is now open. Here, add your venue’s –
Ticket Type
Name (Global Pricing)
Public/Internal Description
Rate Type (Flat or Variable)
Rate
Accounting and Tracking Codes
Checkbox – Available to staff when booking via backend system.
Checkbox – Available to public when booking via frontend system.
Checkbox – Set this item as the default item for this pricing table.
We now have a global price for all venue rooms. If you wish to individual price each room, continue to complete the Add Pricing Item window until all room types are accounted for.
