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Venues
Diary
Sales
Bookings
Invoices
Reports & Budgets
Setup
Booking Engines
Document Templates
Events
Event Setup
Manage Registrations
Marketing
Budgets
Invoices
Reports
Project Management
Exhibitors
Contacts
Accommodation Contracts
Custom Fields
Importing Contacts
Companies
Contacts
Integrations
Budgets
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Knowledge Base
Venues
Venues
Diary
Sales
Bookings
Invoices
Reports & Budgets
Setup
Booking Engines
Document Templates
Events
Event Setup
Manage Registrations
Marketing
Budgets
Invoices
Reports
Project Management
Exhibitors
Contacts
Accommodation Contracts
Custom Fields
Importing Contacts
Companies
Contacts
Integrations
Budgets
Other
Venues
Get help using our venue management solution that helps businesses to manage sales and catering.
Diary
Navigating your Diary
Adding Important Dates to your Diary
Blocking a Space in the Diary
Printing the Diary
Creating Categories for your Function Spaces
Coordinator Function Diary View
Changing the Order of your Diary
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Sales
Adding a Menu to a Session / Function or Booking
Integrating your Activity Calendar with Microsoft Outlook
Storing emails against Opportunities
Allocating Opportunities to Team members
Adding a Quote to an Opportunity
Creating a new Opportunity
Copying an Opportunity to Another Venue
Using the Leads Module
Session / Function Status
Adding a Session / Function to a Booking or Quote
Creating a new Quote
Adding Resources to a Quote or Booking
Converting a Quote (Prospect) to a Booking (Tentative)
Activities and the Activity Calendar
Turn on Reservations at a Prospective and Prospective Hold Status
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Bookings
Setting the Payment Terms for a Booking
Creating and Emailing a BEO (Event Order)
Finalising a BEO (Event Order) and checking the BEO Changelog
Adding Contacts to a Booking / Banquet Event Order (BEO)
Linking Survey Responses To Bookings and Contacts
Using Email Templates when Emailing a Document
Generating and Emailing the Proposal Document
Downloading Documents for Multiple Bookings
Downloading Merged Documents Inside a Booking
Creating a Detailed Booking
Creating a Simple Booking
Updating Your Tasks
Replying to a Customer Review
Adding a Menu to a Quote or Booking
Creating and Emailing a PDF or E-Contract
Copying or moving a booking
Session / Function Editors
Confirming a Booking, Uploading a Contract and Paying an Invoice
Adding Setup Requirements to a Quote or Booking
Creating Discount Campaigns and Codes
Default Booking Notes
Adding Accommodation to a Quote or Booking
Booking Changelog
Creating a Banquet Check
Copying Sessions / Functions in a Booking
Editing Multiple Sessions/Functions in a Quote / Booking
Bulk Session/Function Editor
Adding Products to a Session / Function
Adding a Beverage Package to a Quote or Booking
Reviewing the Summary Tab
Adding Booking Notes
Applying Commissions To A Booking or Quote
Adding an Event Template to a Booking or Quote
Recurring Bookings
Applying Commissions To A Booking or Quote
Accommodation Group Room Reservations
How to Import Rooming Lists (Room Reservations)
Changing the status of a booking
Catering Website
Company Cancellation Policy and Payment Terms
Set a Booking Minimum Spend
Editing the Status of Multiple Quotes / Bookings
How to use the simple booking import function
Adding an Event Template to a Booking or Quote
The Resource Diary
Creating Notes in a Booking
Case and Issue Management
Creating a Group Reservation Website
Comments on Menus & Resources
Cancelling a Quote or Booking
Charging for Adhoc Items in Bookings - Additional Items
Adding Products to a Detailed Quote or Booking
Create a BEO Packet (Event Order) and Report
Using the Venue Virtual Run Sheet
iVvy’s Approach to Product Feedback
Adding a Purchase Order Number to a Quote or Booking
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Invoices
Billing Automation
Adding Payment Terms and Creating an Invoice
Setting up an Invoice Payment Fee for Offline / Online Payments
Adding Payment Terms to a Booking or Quote
Adding offline payment options to invoices
Generating an invoice within a booking
Invoicing
Automated Tasks to Remind an Organiser to Create Booking Invoices
How does a client get invoiced
Emailing an Invoice with the Pay Now Button
Setting up Default Credit Card Fees for your Venue
Payment Methods
Adding a Pay Now Button to Invoices
Processing a Credit Note
Setting the Display of Service Fees
Applying Credit Notes
Venue Credit Notes
Setting up your Invoice Settings
Adding or updating your invoice logo
Refunding an invoice
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Reports & Budgets
Sales and Operations Dashboard
Deposit Held Report
Creating Cost Centre Groups for your Venue
Cost Centre Forecast Report
Group Reports - Venue Cost Centre Comparison Report
Viewing Your Surveys Report
Quote & Booking Forecast Report
Upcoming Bookings Report
Daily Opportunity Change Log
Tasks Report
Accommodation Monthly Pace Report
Generated Reports
Standard Venue Reports
Sales Pipeline Report
Menu and Beverage Package Utilisation Report
Package Utilisation Report
Group Rooms Control Report
Pace Report
Sales Activity Report
Sales Tracking Report
Top Accounts Report
Daily Covers Report
Monthly Actual Vs Budget Report
Sessions / Functions Report
Sales Agent Performance by Month Report
Sales Activity Summary Report
Lost Opportunities Report
Opportunity Industries Report
Opportunity Sources Report
Opportunities Report
Event Resource Utilisation Report
Discount Report
Detailed Sales Activity Report
Booking Covers Report
Group Reports - Discount Report
Group Reports - Monthly Actual Vs Budget Report
Group Reports - Menu and Beverage Package Utilisation Report
Group Reports - Opportunity Industries Report
Group Reports - Sales Activity Report
Group Reports - Sales Activity Summary Report
Group Reports - Detailed Sales Activity Report
Group Reports - Lost Opportunities Report
Group Reports - Opportunities Report
Group Reports - Daily Opportunity Change Log Report
Group Reports - Opportunity Sources Report
Leads Report
Production Report
Sessions / Functions Report - Generated
Dashboard Explanation
Group Block Pace Report Logics
Group Dashboard
Report Builder
Quote & Booking Forecast Report (Generated)
Group Reports - Quote & Booking Forecast Report (Generated)
Group Reports - Upcoming Bookings Report
Group- Production Report
Venue Group Reports
Report Filters
Group Reports
Group Reports - Accommodation Monthly Pace Report
Group Reports - Venue Revenue by Cost Centre Report
Group Reports - Pace Report
Group Reports - Package Utilisation Report
Group Reports - Venue Cost Centre Comparison Report
Group Reports - Event Conversion Report
Group Reports - Venue Revenue Comparison Report
Group Reports - Top Accounts Report
Group Reports - Upcoming Quotes Report
Group Reports - Sales Pipeline Report
Group Reports - Sales Tracking Report - Generated
Group Reports - Sales Tracking Report
Group Reports - Sales Agent Performance by Month Report
Group Reports - Quote & Booking Forecast Report
Setting up Venue Groups
Event Conversion Report
Sales Tracking Report - Generated
Venue Cost Centre Comparison Report
Year on Year Account Comparison Report
Upcoming Quotes Report - Generated
Group Catering Pace Report
Group Blocks Report
Group Blocks by Month Report
Group Reports - 7 Day Sales Chain Report
Group Block Pace Report
Event Space Utilisation Report
Daily Covers Report
Adding a Password to your Report Builder Reports
Booking Tax Report
Cost Centre Forecast Report
Accessing Commission Figures for your Agents and PCO's
Accommodation Holding Report
Booking Cost Centre Report
Group Reports - Venue Performance Comparison Report
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Setup
Setting up Payment Terms
Creating and Managing Tasks
Adding a Floorplan to a Quote or Booking
Creating a Floorplan using the Floorplan Module
Event Templates
Copying Event Templates
Choosing What Tasks a User can see
Booking Roles
Defining Booking Roles
FAQs for your Marketplace
Setting up Additional Descriptions for your Marketplace Listing
Creating Menu Groups
Sorting Menu Items within a Menu
Creating Menu Types
Creating Menu Items
Copying Food Menus
Copying Information
Setting up an Online Payment Gateway
Creating Email Templates for your Venue
Logging into iVvy for the First Time
Setting Up Your CRM
Setting the Room Hire/Room Rental Plans for Function Spaces
Create/Edit your Function Spaces
Creating User Groups
Limiting a User to certain properties
Making a User Inactive
Creating New Users
Creating a User Groups
Creating User Policies
Creating a Surcharge
Creating Default Setup Requirements
Setup Requirements for your Function
Turning on Accommodation for your Venue
Turning on Multi-Occupancy for Accommodation
Creating an Accommodation Room
Creating Menus
Defining the Opportunities Stages and Reasons for your Account
Defining Your Opportunity Quality
Defining Your Lead and Opportunity Sources for your Account
Defining Your Opportunity Types/Market Segments for your Account
Create a Booking Custom Field
Creating Custom Cost Centres for your Venue
Resources
iVvy Security Settings
Creating a Read-Only Policy
SAML Single Sign On
Uploading an Image
Product Updates
Setup 2-Step Verification
Setting Default Spaces for Event Templates
Setting up Sales Goals
Creating Beverage Packages
Profit and Loss Displayed on the Summary Tab
Creating Accommodation Room Extras
Revenue Templates
Sorting Beverage Items Within A Package
Creating Accommodation Rate Plans
Viewing the Audit Log
Defining Industry Types for your Accounts
Defining Event Types for your Account
Creating an Accommodation Room Release Schedule
Creating Beverage Types
Creating Beverage Items
Copying a Resource
Copying a Product
Copying Individual Food or Beverage Items
Copying Beverage Packages
Copying a Room Hire Plan
Average Checks (Forecasting by Average Spend)
Creating a Resource
Adding Tables to a Default Booking Note
Adding Room Categories for your Accommodation Rooms
Adding COVID-19 Safe Options to your Marketplace Listing
Creating a Product
Auto Update Opportunity/Booking Status
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Booking Engines
Setting up your Venue Details
Online Booking Settings
Setting Up Additional Payment Gateways on a Booking Engine
Creating your Booking Engine
Integrating Google Tag Manager with your Booking Engine
Default Opportunity Values
Opportunity Allocation Rules
Booking Availability Rules
Booking Availability Rules
Setting up a Custom Domain with Cloudflare
Booking Buttons and Widgets
Accessing Your iVvy Widget and Booking Engine URL
Setting up Frequently Asked Questions for your iVvy Marketplace listing and Booking Engine
Setting up Event Guidelines for your iVvy Marketplace listing
Setting up Catering Options for your iVvy Marketplace listing
Booking Rules
Setting up a CNAME Record for your Venues Booking Engine
Space Allocation Rules
Meeting Booker
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Document Templates
Enjoy Greater Flexibility and Increase Your Productivity With More BEO Options
Adding Custom Fields to a BEO Template
E-Signatures in Documents
Saving Documents as Drafts
Adding Images to HTML Document Templates.
Formatting Text for a Document Template
Setup a HTML Document Template
Template Editing - Advanced Features
Creating Contact Descriptions
Adding Custom Fields to a Quote/Contract Template
Creating a Venue Group HTML Template
BEO Liquid Template Editor
Group Upcoming Bookings Report - Generated
Introduction to Next Gen Templates
Resume
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