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