Streamline Client Intake Forms & Data
How you collect event data just got so much easier through custom fields, client questionnaires and automated documents
Client Questionnaires
Collect event details from clients directly from their portals
Custom Fields
Track, collect and share all event data with powerful custom fields
Trusted By Venues of All Sizes
For Your Venue
Key Event Details Collected and Stored
Creating custom fields to capture important event details helps streamline your processes. Whether the data is internal, client facing, or will be printed on event documents, everything is gathered and stored in one place and auto-completed with information filled from the client questionnaire.
For Your Clients
Event Data Easily Submitted By Clients
Provide venue staff with important event details through the questionnaire that can always be viewed in real time. Clients will save hours leading up to their event by accessing one place to input and select event details rather than sending via email, in person or phone.
Full Suite of Features to Help You Gather Event Data
Custom fields, client questionnaires and auto-filled documents all work together. Cheers to better workflows.
Custom Fields
Create unlimited custom fields to capture all event data
Client Questionnaire
Clients submit event details in their client portal
Internal Data Gathering and Storage
Store all key event details in one, private place
Auto-Populated Documents
Documents auto-populated with data from the questionnaire
Safe and Secure Data
We ensure all data is stored securely
Easy Client Submittals
Final details are submitted to your staff for event execution
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.
Proposals, Contracts & E-Sign
Create branded proposals/contracts in minutes and send out to e-sign.
Floor Plans & Table Assigments
Design to-scale floor plans and publish to your clients’ portal to finalize seating charts.
Collaborative Checklist
Provide clients with a digital checklist to complete the essentials on time.
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.
