★ Getting Started in VenueOps

Welcome to VenueOps! Whether you are new to your venue or your venue is new to EB, we're glad you're here.

This page is designed to introduce you to VenueOps from the very basics to a thorough understanding of the program. In each section there will be several webinars to attend or watch as well as related articles to read. If you have any questions along the way, please be sure to contact our Client Success team.

If your venue is new to VenueOps, your consultant will be working with you to establish a training plan which reflects your workflow. If you are new to an established venue, be sure to consult with other users in your building so that events and other information are added to your venue's account in a consistent manner; this is vital for reporting purposes.

Getting Started: Setting Up Your Account

The first thing we'll need to do is to set up your VenueOps account, and this section will help you understand the basics upon which VenueOps is built. If you're new to an existing VenueOps account, this section can help you understand how the information you're seeing is used in the application.

VenueOps Foundations
In this 30-minute webinar, we discuss two concepts which are key to understanding how to use VenueOps: event structure and status.

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Essential Information to Get Started in VenueOps
In this 30-minute webinar, we walk you through the account information we need to begin setting up your VenueOps account.

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Related Reading

Level 1

Your account is set up and you're ready to start adding your events and information! In this section you'll learn to book your events and build an event schedule, customize your calendar to see the information most important to you, and learn how tasks and task templates can make sure nothing falls through the cracks.

Booking Events
This webinar is all about adding events to VenueOps.

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Building an Event Schedule via Functions
In this 30-minute webinar, you'll learn to use functions to create an event schedule and structure, so that additional details, inventory items, and instructions can be effectively tracked.

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Getting Comfortable With your Calendar
The calendar is central to your VenueOps account. In this 30-minute webinar we’ll look at how to create custom views (including venue defaults), privacy settings, filter and display options, and mobile viewing.

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Task Management in VenueOps
In this 45-minute webinar we’ll walk you through task management, including creating tasks, creating and applying task templates, task dependencies, adding notifications, task page filtering, and more.

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Related Reading

Level 2

Now that events have been added, you're ready to set up your inventory and pricing so you can start adding rental rates, creating proposals and contracts, and detailing your events. Also explore usage and see if this is useful information to track.

Contracting Workflow
In this webinar we’ll walk you through the proposal/contracting process, as well as discuss the contract approval process and demo the DocuSign integration.

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All About Rental Rates
This 30-minute webinar will cover everything you need to know about rental rates.

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Setting Up Inventory and Pricing
VenueOps allows you to create a library of the inventory for your events, whether it's food and beverage, furniture, equipment, or labor. You are able to track inventory stock levels, and also add pricing.

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Detailing Events
Detailing events is all about managing event requirements, which we do in VenueOps via items and instructions. We’ll discuss not only how to add requirements to your event, but also best practices and strategy behind the different item types and instructions.

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Usage
Space usage tracks the specific purpose for which a booked space is being used, such as load in, event, dark, load out. In this webinar we’ll discuss what usage is used for, how to set up your custom usages, and how to add them to your events.

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Related Reading

Our Getting Started curriculum is still under construction — we're developing our training webinars and we'll be updating this page as we go. In the meantime, we have lots of content on the help desk for you to explore. You're also welcome to contact our Client Success team for training and consultation!

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