Setting Up Your Venue
First-time setup: the welcome questions and the Getting Started checklist.
Setting up takes about a minute up front and then happens gradually. You are asked three questions on first sign-in, and everything else lives on a checklist you work through whenever it suits you.
The welcome questions
Three steps, and only the last can be skipped:
- Welcome — your name. It appears on client documents, so it is worth getting right.
- Your Focus — what matters most to you right now. This orders your checklist and tailors the emails you get over your first fortnight. Every feature stays available whichever you pick.
- Venue Info — your venue's details, used across proposals, contracts, invoices and your Guest Guide.
That is the whole of it. Branding, spaces, packages, Stripe, your team and lead capture are not asked for here — they moved onto the checklist, so nothing blocks you from looking around.
The Getting Started checklist
Open Getting Started from your dashboard, or the View all link on the dashboard card.
Fifteen items in four groups, each with a time estimate:
| Group | What it covers |
|---|---|
| Ready to sell | Add your logo, Create a package, Add optional extras, Showcase reviews, Publish your inquiry form, Write your one line |
| Ready to book | Create a contract template, Set your tax rate, Connect Stripe |
| Ready to run events | Add your venue spaces, Build a timeline template, Create a questionnaire |
| Ready to scale | Invite your team, Add custom fields, Take the product tour |
Take the product tour is pinned to the top under Start here.
The important part: items check themselves off. Each one looks at your actual data, so creating a package in Settings ticks Create a package here without you coming back. Do them in any order, or ignore the list and just use the app — it keeps up either way.
A progress bar and an "x/15 complete" count sit at the top. Hide Getting Started at the bottom puts the list away, and a link appears in its place to bring it back.
While you are under 60% complete, your next three items also show on the dashboard under Finish setting up. Past 60% that card retires itself permanently — the page stays.
Venue information
Your venue's details feed proposals, contracts, invoices and the Guest Guide. To change them later, go to Settings and open the Venue tab.
Set your name, address, phone, email and website. Country sets your locale and currency, and an EU country adds a VAT field.
Spaces, packages and the rest
Each checklist item links straight to the screen that completes it, so there is no separate path to learn. The ones worth doing early:
- Add your venue spaces — spaces drive calendar scheduling, conflict detection and the Event Flow timeline, so almost everything operational depends on them
- Create a package — packages appear in proposals and can be assigned to weddings
- Connect Stripe — needed before you can take a card payment
- Add your logo — see Customizing Your Branding
For detail on any of these, see Venue Spaces and Packages & Pricing.
Tip: Do Add your venue spaces before you touch the calendar. Without a space on it, a wedding has nothing to schedule against and several screens have nothing to show you.
What to do next
Keep reading
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