Tenant User Guides
Public operator guides for EventSuite tenants. Choose a module to see configuration steps, day-to-day usage, and pro tips.
Tenant User Guides
Published operator guides for tenant teams. Select a module to see full step-by-step usage instructions.
Available Guides
Bookings — How To Use
Run venue inquiry-to-booking workflows from intake to operational handoff.
Purpose
Use this guide to process inquiries, approvals, payment progression, and facilities handoff in one operating flow.
Who Should Use This Guide
- • Venue operators managing inquiry and booking queues
- • Approvers handling decision states and negotiations
- • Operations teams coordinating facilities and hosts
Features (What + How + Pro Tips)
Feature list
How To Do It (UI Steps)
- • In Dashboard, click Venues, then open Operations > Venues to choose the operating venue.
- • Open Configuration > Spaces and add/edit a space with capacity and name, then click Save.
- • Open Configuration > Rates and set pricing rules, then open Availability and confirm bookable time windows.
- • Open Operations > Inquiries and click an inquiry row to review request details.
- • In Operations > Approvals, click Approve or Decline and confirm the booking status updates in the queue.
- • Open Operations > Bookings, open the approved booking, and verify payment state and assigned host/facilities owner.
Daily Checklist
- • Start in Today and clear inquiry/approval backlogs first.
- • Verify payment progression for today and tomorrow bookings.
- • Confirm facilities/host handoff ownership.
- • Ensure pending approvals are not left unowned at end of shift.
Inquiries queue (intake + triage)
Where: Venues → Operations → Inquiries
What it’s used for
Reviewing inbound booking requests and ensuring they are complete enough to approve/decline.
Configure
- • Confirm venue, spaces, rates, and availability are configured for intake.
- • Confirm widget/embed is live (if using external intake).
Use day-to-day
- • Open each inquiry to review date/time, space, guest count, and notes.
- • Request missing information before pushing to approvals.
Pro tips
- • Triage first: separate “needs info” vs “ready to approve” to keep flow moving.
- • If inquiries look empty, confirm you are operating the correct venue context.
Approvals queue (approve / decline / negotiate)
Where: Venues → Operations → Approvals
What it’s used for
Making decisions on inquiries and progressing them into confirmed bookings.
Configure
No configuration required.
Use day-to-day
- • Open an approval item and review pricing, availability, and requirements.
- • Click Approve or Decline and confirm the queue updates immediately.
Pro tips
- • Clear approvals before end of shift to avoid stale customer experiences.
- • If approval actions are missing, verify your role permissions and status filters.
Bookings inventory (payment progression + operational handoff)
Where: Venues → Operations → Bookings
What it’s used for
Tracking confirmed bookings, payment status, and ensuring facilities/hosts owners are assigned for delivery.
Configure
No configuration required.
Use day-to-day
- • Open a booking to check payment state and required operational owners.
- • Use Payments action (where available) to progress or validate payment milestones.
Pro tips
- • Prioritize bookings with near-term dates and incomplete payment/ops handoff.
- • After updating owners/status, refresh once to confirm persistence before moving on.
Today + upcoming bookings (shift-start control plane)
Where: Venues → Today
What it’s used for
Starting your shift with a quick view of what’s happening next and what queues need attention.
Configure
No configuration required.
Use day-to-day
- • Refresh upcoming bookings.
- • Jump to queues (Inquiries/Approvals/Bookings) to clear backlog quickly.
Pro tips
- • Use Today at handover: it reduces “where do I start?” confusion for new operators.
Happy Path Runbook
Step 1 — Setup and readiness
- • Confirm venue, spaces, rates, and availability are configured.
- • Validate widget/embed setup for external intake.
Exit condition: Venue is publish-ready for inbound inquiries.
Step 2 — Intake and qualification
- • Open Inquiries and triage incoming requests.
- • Ensure required details are complete before qualification.
Exit condition: Inquiries are queued for approval decisions.
Step 3 — Approve and progress payment
- • Use Approvals queue to move items to confirmed/declined states.
- • Track booking financial progression in Bookings.
Exit condition: Booking reaches approved and payment-complete checkpoint.
Step 4 — Operationalize delivery
- • Handoff confirmed work to Facilities and Hosts.
- • Validate day-of readiness in Today and upcoming views.
Exit condition: Confirmed bookings are execution-ready.
Troubleshooting
- • If statuses look inconsistent, re-open with normalized queue filters.
- • If approvals are missing, verify role permissions and module access.
- • If metrics look off, refresh context and validate cancellation handling.
Where to go next
Use these public hubs to connect tenant setup guidance to the broader EventSuite platform, workflow, and buyer-education pages.
Event Operations Platform
Start with the architecture overview that connects planning, staffing, accreditation, and reporting.
Explore pageEvent Management Software
Review the core module that keeps plans, budgets, tasks, and operations inside one event workspace.
Explore pageEvent Management Tools
Compare the tooling categories buyers evaluate when replacing fragmented event stacks.
Explore pageEvent Operations Guides
Move from tenant how-to steps into operational playbooks and buyer-stage evaluation content.
Explore page