Some steps in the set-up will require SheepCRM's involvement, please make sure you have the following information to provide to us (or have already provided) before getting started:

Venues can be created or updated by going to the Settings section. In the sidebar select the Bookings tab. Scroll down to the Managed Venues section to see existing appeals with the option to create a new venue.

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Click on Add new Venue to start creating a new venue. This will bring up a window to fill in the core information required for a new venue.

For more information on creating a venue, please read this article: https://intercom.help/sheepcrm/en/articles/4374038-venue-hire-adding-venues

In order to create time slots for your new venues, you'll need to get in touch with our support team. Please contact us through intercom (the icon in the bottom right of your screen) or send an email to support@sheepcrm.com and provide the following information (for each time slot):

You might need to block off chunks of time for your venues to prevent customers from placing reservations or enquiries - this could be for existing planned events or a period where the venue is unavailable for renovations.

You can block off these periods of time by creating reservations spanning those dates for the specific venues, please see Adding existing reservations or enquiries below for information on creating reservations.

On the dashboard, click on the Calendar button in the left-hand navigation. This will bring up the bookings calendar that will show all venue reservations, event bookings and staff or asset availability.

To view reservations and enquiries, click on Reservations in the right-hand sidebar. This will filter the calendar to just show reservations and enquiries. Reservations are noted as solid blocks of colour, enquiries are marked with a striped or transparent background.

To place a new reservation or enquiry, click on the day in the calendar you wish to place it and a small window will appear with the options to add a 'New note' or 'New hire'. Click on 'New hire' to create a new reservation.

For more information, please read the following article on managing reservations: https://intercom.help/sheepcrm/en/articles/4379993-venue-hire-creating-managing-bookings

In order to have SheepCRM send out emails automatically to your customers using the self-service app, you'll need to set up lifecycle emails and set them to the relevant triggers:

For information on creating email templates, please read the following article: https://intercom.help/sheepcrm/en/articles/4532348-creating-email-templates

Once you've created the email templates, get in touch with our support team with the names of the new templates and we'll link them up for you.