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Create and Update a Venue

Assigning a Venue designates a specific space within a Location that can be applied to Events and Shifts.

šŸ“Œ Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.

A Venue is the specific room or area within a Location where an Event occurs. A Venue can be assigned during the creation or update of an Event or Shift.

šŸ’”Tip: A Location must be created before you can create a Venue. See the Create and Update a Location article for more information.

šŸ’”Tip: Adding a Venue to an Event automatically applies it to all related Shifts. You can manually override the Venue at the Shift level if a different space is required.

IN THIS ARTICLE:

Create a Venue in a Location

  1. Click Headcount > Locations.

  2. Click the More Actions menu on the Location you wish to add a Venue to.

  3. Click Venues.

  4. Click the Create button. The Create Venue screen appears:

  5. Enter a Name for the venue. The entry pre-populates the Name (Portal) and (Code) fields.

  6. (Optional) Edit the name to be displayed on the User Portal in the Name (Portal) field if it is different to the name of the venue.

  7. (Optional) Edit the Code field, if desired.

  8. (Optional) Click to check the Is Virtual option if the venue is not a physical location. If selected, the Location fields are hidden.

  9. (Optional) Enter a customised description of the venue.

  10. (Optionl) Click the Choose a Training dropdown menu to assign a specific training module to be completed for this Venue. See the Training - Overview article for more information.

  11. Click the Save button.

šŸ’”Tip: Create or update an Event or Shift to apply a Venue. See the Create and Update an Event or Create and Update a Shift articles for more information.

Update a Venue in a Location

  1. Click Headcount > Locations.

  2. Click the More Actions menu on the Location you wish to add a Venue to.

  3. Click Venues. The location's venue list appears:

  4. Click the More Actions menu on the venue you wish to update.

  5. Click Update. The Update Venue screen appears:

  6. Update the information desired.

  7. Click the Save button.

šŸ’”Tip: Venues can also be updated directly from the Venues list: Headcount > Locations > Venues tab.

Delete a Venue

āš ļø Warning: Deleting a venue is a permanent action and data cannot be restored.

  1. Click Headcount > Locations.

  2. Click the More Actions menu on the Location you wish to add a Venue to.

  3. Click Venues. The location's venue list appears:

  4. Click the More Actions menu on the venue you wish to update.

  5. Click Delete. The following window appears:

  6. Click the Yes button.

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