1. ReferAll Help Centre
  2. Book and manage sessions

Edit, create, delete or hide a venue

Venues can be set in-active to remove them from being selected as the venue for a record but also remove them from a webform if one is being used.

Where to manage venues

To manage venues, head to the 'Activities' page.

Select the ' Manage Venues' tab.

Select the 'Search' button to populate the existing venues.

Adding a venue

Select 'Add New Venue'

Fill in the 'Venue Name', 'Address' and 'Postcode' fields, the rest are optional.

Then click 'Save' in the bottom-right of the window.

Editing a venue

From the list of populated venues, select 'Edit' next to the venue which needs amending. You may want to click 'Search' again if you've just added a new venue.

From here you can change the contact details, address, integration IDs.

(External memberships will only show the relevant integration for those you have configured on your system, or none at all if one is not configured.)

Once done, click the 'Save' button.

Deleting a venue

To delete a venue, select the 'Delete' button next to the venue you wish to remove.

This will only work if this venue is not associated with any referrals or sessions, if they are associated you can just click the 'Delete' button and confirm to set the venue as 'Inactive' instead.

The venue being inactive will hide it from being selected by users.

Hiding a venue from your webform

Select the 'Edit button next to the venue you wish to hide from the webform.

Select 'No' on the webforms you wish this venue to be hidden on.

Click the 'Save' button to apply the changes.