Assigning Venues and Spaces/Rooms to Events and Leads

To Assign a Venue and Space/Room to an Event or Lead:

  1. Go to the appropriate section in the main navigation bar ("Events" or "Leads"); find the appropriate Event/Lead; and click on the "Open" button next to the Event/Lead name.
  2. Find the "Venue Bookings" box and click on the "+" symbol.
  3. Select a Venue and Space/Room from the dropdown menus and add a "Reserved From" and "Reserved To" day and time.
  4. Click "Save" when you are finished.

Note: You can assign multiple Venues and Spaces/Rooms to an Event or Lead.

To Edit/Delete a Venue and Space/Room Assignment:

  1. Go to the appropriate section in the main navigation bar ("Events" or "Leads"); find the appropriate Event/Lead; and click on the "Open" link next to the Event/Lead name.
  2. Find the "Venue Bookings" box and find the appropriate Venue/Space listing:
    • To edit the listing, click "Edit"; make your edits; and click "Save."
    • To delete the listing, click "Delete" and confirm by clicking on the "Delete Now" button in the modal window.

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