Documentation
Run your venue, end to end
Guides for every part of VenueDB — leads, events, pricing, contracts, payments — plus the API reference for connecting your own tools.
Getting started
New to VenueDB? Start here.
How VenueDB fits together
The handful of concepts everything else is built on — venue, rooms, leads, events, functions and lifecycles.
Roles and access
What each role can see and do, and which settings are restricted to owners.
Finding your way around
The top bar, recent items, search, the sidebar and the page title — on a computer and on a phone.
Open-source licenses
The open-source software VenueDB is built on, and the licenses it comes under.
Guides
How each part of the product works.
Leads and the pipeline
Capture inquiries, move them through your pipeline stages, follow up, and import existing lists.
Events and functions
How a booking is structured — an event holds the client and the money, and its functions are the actual days, times and rooms — including function types, services and the room rental fee.
Lifecycles
Define the stages an event moves through, the tasks each stage creates, and the payment schedule that starts at signing.
Pricing, fees and taxes
Revenue categories, tax rates, service charges and the price list — and how they combine into the totals on contracts and invoices.
Contracts, templates and signing
Build document templates with merge fields, generate a contract for an event, send it, and collect signatures.
Invoices and payments
Create invoices from an event's charges, track payment dues, and record payments.
Clients and accounts
People you book events for, the organizations they belong to, account numbers and tax-exempt status.
Vendors and contacts
Keep your approved vendors organized, track their insurance, assign them to events, and manage who to call.
Custom lists
The dropdown lists you control — event types, referral sources, function types, vendor categories, contact roles, document categories and lead stages.
Calendar, holds and conflicts
Month, week, day and list views of your events, create from a day, hold a date, avoid double-booking, print a calendar, and keep Google Calendar and partner calendars in step.
Reports
Run built-in reports, build your own with any filters and grouping, print a calendar, save and share reports, export them, and have them emailed on a schedule.
Background jobs and connections
Where big exports and scheduled emails show up, how the fair-use limits work, and how VenueDB tells you when a calendar, webhook, API key or payment connection stops working.
Your account and email signature
Your profile, the automatic BCC, your own time zone, and a rich email signature you can paste in from Gmail — with images, GIFs and links.
API
Connect your website, CRM and tools.