Explore Recent Webinars

If you can't make a live webinar, check out a recording of a past session! While we won't be there to answer questions as you go, you can contact us at success@eventboking.com or 865-966-4900.

Due to the release of VenueOps 35, the VenueOps you see in these recordings will look different than the version you are currently using. Most of the functionality will be the same, though! We are working on getting these recordings updated as soon as possible.

ACCOUNT SETUP

Setting Up Inventory and Pricing

When your venue hosts an event, you often provide more than just the space. 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. In this webinar we will cover building your inventory library, adding pricing, and tracking stock levels - everything you need to start detailing your events!

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Using Usages

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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SALES

Proposals, Estimates and Contracts: Contracting Workflow in VenueOps

VenueOps gives you the ability to manage your contracting process from proposal/estimate to contract to addendums, allowing you to enter information once and pull it into all documents. In this webinar we’ll walk you through the contracting process, as well as discuss the contract approval process and demo the DocuSign integration.

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DETAILING

Building an Event Schedule via Functions

After the event is booked, it’s time to drill down into the details. 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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CALENDAR

Getting Comfortable With Your Calendar

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

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BOOKING | SALES

Booking Events

This 30-minute webinar is all about adding events to VenueOps! We discuss the different event statuses, blackout and internal events, adding additional dates or spaces to events, series, and so much more — everything you need to take an event from initial booking to confirmed.

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GETTING STARTED

Essential Information to Get Started in VenueOps

During the initial intro call with your Primary CSA, we share a document where you are able to add the account information we need to begin setting up your VenueOps account. In this 30-minute webinar, we walk you through those items in VenueOps itself, both in the Sys Admin area as well as the main part of the program so you can see it all in action.

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GETTING STARTED

VenueOps Foundations

In this 30-minute webinar we discuss two concepts which are key to understanding how to use VenueOps: event structure and status. We’ll dig into events, series, functions, and booked spaces, and how they relate to each other. We’ll also discuss how the multiple status types (event status, booked space status, contract status, etc.) work together to define your workflow.

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ACCOUNT SETUP | SYS ADMIN

Admin Walkthrough

We’ve given VenueOps admins a ton of functionality to stay on top of maintaining your account. From adding new spaces and managing your users to customizing event-related information (such as event types, custom staffing assignments, lead sources, task types and more), in this webinar we make sure you're able to set up your account as you wish and track the data you need.

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ACCOUNT SETUP

Staff Assignments and Contact Roles

Every venue has key personnel for each event, such as the sales manager, event coordinator, manager on duty, etc. These people are employees or third-party contractors and are working on behalf of the venue. There are also key contacts which you have with your client: billing contact, on-site contact, signatory, etc. These are your clients or people working on behalf of your clients. In this 20-minute webinar, we show you how to track everyone via staff assignments and contact roles.

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WORKFLOW

VenueOps for Bookers

Are you a booker at a live events venue? In this one-hour webinar where we dive into your specific workflow and discuss how to get the most from your VenueOps account, including:

  • Setting up notifications and calendar views
  • Understanding event visibility for both internal users and on your avails
  • Booking holds, events, and series
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WORKFLOW

VenueOps for Sales

In this webinar we walk through a sales workflow in VenueOps. We cover managing leads and prospective events, keeping track of your follow-up calls and reminders, entering estimates and comparing business value of leads, creating proposals and contracts, confirming events, and more.

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WORKFLOW

VenueOps for Events

In this one-hour webinar we focus on event coordinators and all the details they need to manage. We discuss detailing events by diving into inventory, functions, event orders, tasks, and much more.

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WORKFLOW

VenueOps for Operations

Whether you prefer paper or paperless, you can get all the information you need for events in VenueOps. We'll discuss calendars and event lists, downloading event orders, and using the paperless daily view.

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WORKFLOW

VenueOps for Calendar Viewers

As a VenueOps Calendar Viewer, you are able to keep up-to-date with your venue’s events. In this 15-minute webinar, we walk you through your calendar and how to find the information you need!

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FEATURE

Task Management in VenueOps

In VenueOps you are able to track everything that needs to be done or has been done as a part of the event life cycle via Tasks. You can:

  • Schedule reminders to follow up with leads.
  • Record sales notes.
  • Track due dates for contracts, insurance, room layouts, menus, and other event information.
  • Remind yourself to follow up with promoters about aging holds.
  • Create a complete event checklist, from confirming details with the client to scheduling staff to finalizing the event afterwards.

The sky's the limit!

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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FINANCE

Accounts Receivable Workflow

We've had many requests for expanded functionality for invoicing and payments, so in Release 30 we've completely overhauled the accounts receivable system to make these features happen. In this webinar we'll discuss the underlying changes and walk you through updated workflows for invoicing and payments, as well as demo the new account credits and how to invoice for deposits.

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