Skip to main content

Managing Event Locations and Rooms

Learn how to manage event locations and rooms, check availability and capacity, and ensure the correct venue details are shared with your team and clients.

Written by Naomi Sherman

Choose the room or venue that matches the client’s booking and check capacity before sharing event details.

Before you start

Know the event date, time, expected guest count, and spaces available to your business.

Add Event Rooms

  1. Navigate to the event through the pipeline, calendar or searching directly

  2. Open the Event Menu

  3. Click Edit Event Details, side panel

  4. Navigate to Event Setup section

  5. Choose the Room from the available list

  6. Confirm or update the date and time of the reservation, if there is a room conflict a warning message will be displayed

  7. Enter any event-specific venue notes the team needs

  8. Click Save

  9. Click Done

Note: You can add additional rooms, dates and times if the event uses more than one space or spans multiple days.

Add Event Locations

  1. Navigate to Venue Details section

  2. Enter venue details

  3. Click Save

  4. Click Done

Reopen Event Info and Open Portal to check the location shown to the team and client.

Related Articles
Did this answer your question?