Keeping track of each venue's unique set of rules and policies can be a daunting task for any event planner. Timeline Genius simplifies this process with a feature in the Rolodex called 'Guidelines'. This tool is designed to help you efficiently manage and communicate venue-specific information. Here's how you can utilize 'Guidelines' to enhance your planning process.
Setting Up Venue Guidelines
Accessing Guidelines: In your Rolodex, select 'Venues', then choose an existing contact or add a new one.
Entering Information: Scroll to the 'Guidelines' section and input policies, procedures, and any non-negotiable details provided by the venue.
Adding Specifics: Include practical information such as parking instructions, load-in procedures, and venue policies.
Auto-Populating Timelines: When you create a new timeline and select a venue, the 'Guidelines' section will automatically populate with the details you've entered.
Best Practices for Guidelines
Comprehensive Input: Ensure you enter as much accurate information as possible to avoid future edits.
Updating Information: If you need to make changes to guidelines after a timeline has been created, remember to manually update the timeline with the new details.
Consistency and Updates: Maintain the most current information in your Rolodex to ensure that all future timelines are accurate.
Note on Updates
Post-Creation Edits: Changes made in the 'Guidelines' section will not retroactively update in timelines already created.
Manual Adjustments: For existing timelines, copy the updated guidelines and add them manually to ensure they reflect the latest information.
Conclusion
The 'Guidelines' feature in Timeline Genius' Rolodex is a vital tool that ensures all venue-related information is easily accessible and consistently shared with your team and clients. This feature not only saves time but also ensures that you are always prepared with the most up-to-date venue details for your events.
If you need further clarification on how to best use 'Guidelines' or any other features within Timeline Genius, our support team is ready to assist. Contact us at support@timelinegenius.com – we're here to help you create flawless event experiences.