Powerful Checklist to Get Things Done
Provide your clients with a digital checklist to ensure they complete the essential details before an event
Stay Organized & On Time
No need to chase down clients for specific items, its all in the checklist
Automated Email Reminders
Clients are reminded by email if checklist items are coming due
Trusted By Venues of All Sizes
For Your Venue
Keep Clients On Top of Their To-Do’s
You’ll have your own custom digital checklist with due dates that are based on your rules. This way your staff can keep track of what’s left to complete and remind clients along the way. No need to send each client a checklist by email – it’s automatically in the client portal.
For Your Clients
Clients Stay Organized Along Side You
Not only does the checklist serve as a list of required items clients must complete for you, it can also be used as their own event to-do list. Adding check list items keeps clients organized and ensures they stay up to do with what’s left to complete. The simple automated reminder goes a very long way.
Popular Features to Help Things Get Done Faster
A custom digital checklist is more than just a to-do list. It’s another view into managing an event.
Custom Checklist Made For You
Checklists are custom to your venue only
Staff Checklist Management
Your staff can view checklist statuses for each event
Client Portal Display
Your required tasks automatically appear in the client portal
Update Checklist Items Anytime
Make changes anytime so clients always have the latest list
Event To-Do List
The digital checklist also serves as a to-do list for clients
Automated Reminders
Your clients are reminded via email when items are coming due
Since we’ve started using VenueX, we continue to be amazed by the seamless, but significant impact it has had on our business. Our event staff is saving hours of time managing each event and collaborating with clients is so much easier now. The automation features are also a plus – one thing we especially love is the questionnaire where clients input key event data which then gets printed on the documents we use to run events. Floor plans are easier now, and they are always releasing new features to make our lives easier.
More VenueX Features to Explore
CRM/Lead Management
Lead capture, management, follow up and automation to close more sales.
Payments (Coming Soon!)
Accept all major credit/debit cards and ACH payments from clients.
Shared Document Center
Keep all event related documents and collaborate with clients in one place.
Questionnaire & Custom Fields
Collect event data through custom fields and client questionnaires.
Floor Plans & Table Assigments
Design to-scale floor plans and publish to your clients’ portal to finalize seating charts.
Proposals, Contracts & E-Sign
Create branded proposals/contracts in minutes and send out to e-sign.
Preferred Vendors & Lists
Easy way for your clients to browse, contact and submit their vendor details.
Analytics & Reporting
Your single source of truth to understand how your business is performing.
Frequently Asked Questions
How does the onboarding process work?
Our white glove onboarding process is completely done by our team. We first request a few branding assets and then begin setting up your portals and migrating your data from other platforms. From start to finish our process is handled by us in time to launch to your venue a few days after signing up.
Will I have access to an account manager or just general support?
Absolutely! You will have a single account manager dedicated to your venue so you have a direct line for any support questions.
How do my clients get access to their portal?
Your clients are granted access once you add an event to the calendar or a lead is converted to the "Booked" status in the CRM. Once added, clients will automatically receive a welcome email with their login credentials.
Can VenueX support multiple venues?
We definitely can. We work with single venues (small, medium or large) and large hospitality groups. We can support any venue structure.
Can the portals be linked to our venue's domain?
Yes! We'll work with your webmaster to put link the portals at www.[yourwebsite].com/portal (or anywhere you want).
Any Questions?
Get in touch! We are here to help.
