Document Section
The documents section on hostology is an area for you to store all of your venues documents or links and automatically share them with your customers - depending on date, event type and the status.
To find the Document storage click 'Venues' then 'Documents':
Remember, for specific documents for events, such as contracts or unique agreements - you can add these at the event itself. Check out this article about adding documents and links at the event level.
To add a document/link to your venue
To add a document, click on '+ Add Venue Document' or '+ Add New Document'. Then fill out the required fields and select the document that you want to upload:
When you upload this the section below asks about automation:
How to automatically share with events
The automation feature means that these documents and links will automatically be shared with events and customers, depending on the settings.
To automatically update, you will first need to change the toggle next to "Automatically add to events" from "No", to "Yes":
Then you need to complete the following data points:
- Assign to Event Type - "Wedding", "Private Party" or "Corporate Event"
- Assign to Event Status - "Confirmed", "Opportunity", "Cancelled" etc.
- Date Range - Documents will be added to All events within this date range (events outside this date range will not see these documents i.e. for licenses that expire)
- Internal vs All - Decide if this document is shared with your customers (All) or just your venue team (Internal).