Adding a Venue

In this tutorial you will learn how to add a Venue to Teamleaf

Step-by-Step Guide

Essentials

Setup

Step 1

Go to Venues

To start, on the left sidebar, click 'Databases', then click 'Venues' in the dropdown that opens

Step 2

Click 'Add Venue' in the top right

In the top right of the page click 'Add Venue'

Step 3

Add manually, or start from search

In the menu that then opens, you can start adding the venue. Use the searchbar in the middle to search for an address to fill in some information automatically, or click 'Add Manually' in the top right to start from scratch. For this example, we'll use the autofill.

Step 4

Add or edit Address Information

Next, you can add or edit address information. If adding information manually, this will be blank, but if you used the autofill the information here will be automatically added, and you can edit it as required.

Step 5

(Optional) Edit map marker placement

Next, if you wish, you can edit the placement of the map marker by simply clicking on the map where you'd like the marker to be

Step 6

(Optional) Add Parking Information

If you wish, you can then add parking information for this venue

Step 7

(Optional) Add What3Words

If you wish, you can also add a What3Words address to give a more specific location of where the venue is.

Step 8

Select Venue Type and Company

Next, using the dropdown menus, select the Venue Type and Company for this venue.

Step 9

(Optional) Edit Title and Description

A title will be automatically added for the venue, but you can change this if you wish. You can also add a description to provide more context about this venue.

Step 10

Add Venue Contact Information

Next, you can add an Email address and Phone number for this venue

Step 11

(Optional) Add additional Venue Information

Next, you can fill in a Reference, Access Code, Permit Reference, Permit Link, Accept Tags, Facilities, Dusk Reference, and Sync - if required.

Step 12

Select (or add) a Site Contact

Next, you can either select an existing Site Contact, or press the 'Create a new user' text beneath the dropdown to add a new contact.

Step 13

(Optional) Add SIC Code and Ewc Code Tags

Next, if required, you can add an SIC Code, and Ewc Code Tags.

Step 14

Add Opening Times

Next, you can add Opening Times for this venue. You can add different opening times depending on the day, by selecting the times and days, then clicking the plus icon. You can then select different times and days and press the plus button again, and the different times will be added to the selected days.

Step 15

Add Task Document Emails

Next, you can add one or more email addresses to send Task Documents for tasks at this venue to.

Step 16

Save Venue

Once you're happy with the information you've added for this venue, click the 'Save' button. You will then be taken to the Venue page for your newly created venue.

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