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Getting started

Finding your way around

The top bar, recent items, search, the sidebar and the page title — on a computer and on a phone.

VenueDB keeps navigation in the same few places on every page, so once you know them you can move around quickly.

The sidebar

The dark sidebar on the left is navigation only: Dashboard, Leads, Clients, Accounts, Events, BEOs, Vendors, Tasks, Documents, Quotes, Invoices, Payments, Contracts, Reports and Venue Settings. Items you don't have access to don't appear.

Use the menu button at the left of the top bar to collapse the sidebar to icons (handy on a small laptop) and bring it back. VenueDB remembers your choice.

The top bar

From left to right:

PieceWhat it does
Menu buttonCollapses or expands the sidebar. On a phone it opens the menu.
Company and venueShows who you're working in. If you have more than one venue, click it to switch venues or choose All venues.
SearchThe magnifying glass opens a search box for events, clients and leads. Press Esc to close it.
NotificationsThe bell. A number shows what's unread — report exports that finished, connections that need attention, and so on.
SupportThe chat bubble opens a message to the VenueDB team.
Your accountYour photo or initials. Opens Account Settings, Help & Support and Sign out.

Recent items

Under the top bar, next to the page title, is a trail of the records you opened most recently — newest first, with the one you're on highlighted. Click any of them to jump straight back.

  • It tracks events, leads, clients and accounts (not every page you visit).
  • It shows as many as fit in the space, so a wider window shows more.
  • It's yours: saved to your account, so it follows you from your laptop to your phone.

The page title

The small Section / Detail label beside the recent items tells you where you are — for example Events / Calendar, Leads / New or Settings / Venues & Spaces. Click the section name to go back to its list. On a record page, the page itself shows the record's name.

On a phone

VenueDB works on a phone, with layouts built for a narrow screen:

  • The menu button opens the sidebar as a drawer.
  • Recent items collapse into a single clock button that opens the list.
  • Search is an icon that opens a search box under the top bar.
  • On Events, the filters open as a sheet from the bottom, the Month view becomes a compact grid with a list of the chosen day, Week shows three days at a time (swipe or use the arrows), and List becomes cards. Swipe left or right to move between months and days.
  • Lists such as Clients and Invoices show their usual columns and scroll sideways if they need to.