To Assign a Venue and Space/Room to an Event or Lead:
- Go to the appropriate section in the main navigation bar ("Events" or "Leads"); find the appropriate Event/Lead; and click on the Event/Lead.
- In the Event/Lead dashboard, find the left subnavigation box, click on the "Venues" option and click on the "Add Venue" button.
- Select a Venue and Space/Room from the dropdown menus and add a "Reserved From" and "Reserved To" day and time.
- Click "Save" when you are finished.
Note: You can assign multiple Venues and Spaces/Rooms to an Event or Lead. You can also assign dates and times to the space/room reservation that are different from the start and end dates/times for the Event or Lead. This may be necessary if there is extra setup/teardown time for which you need to reserve the space/room.
To Edit/Delete a Venue and Space/Room Assignment:
- Go to the appropriate section in the main navigation bar ("Events" or "Leads"); find the appropriate Event/Lead; and click on the Event/Lead.
- In the Event/Lead dashboard, find the left subnavigation box, click on the "Venues" option 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.
To Download a PDF of the Venue Bookings for an Event/Lead:
- Go to the appropriate section in the main navigation bar ("Events" or "Leads"); find the appropriate Event/Lead; and click on the Event/Lead.
- In the Event/Lead dashboard, find the left subnavigation box, click on the "Venues" option and click on the "PDF" button; the PDF file will download momentairly.
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