How Is Policy Information Applied to a Booking?
Policy information is applied to each booking based on which room has been selected for the event. Each room is associated with a policy template within your Settings. Learn more below!
- First, create a policy template in your Settings. You may multiple policies in your account if necessary.
- Next, apply the policy to each room it should be associated with in your Location Settings.
- Moving forward, each booking will automatically apply the policy associated to the room being used for the event. You can also have the option to customize the policy within an individual booking if necessary.
Note: If you assign multiple rooms to a booking, the policy that is associated with the first room selected will be the one applied to the booking.
Policies can be viewed within a booking on the Contract document and in the Event Portal!