9 guides

Hall rentals

Setting up spaces and defaults, managing proposal items, checking availability, managing clients, booking rental events and sending contracts.

Send a rental contract for signaturePrepare an agreement for an existing rental event, check its details, and give the client a private link to sign. You can email the link from ClubWorks or share it yourself.5 steps4 min readFor rental coordinators
Read rental availability and the calendarCheck the rental calendar before you promise a date. Compare spaces, see holds and inquiries, and inspect events for timing or conflicts.6 steps5 min readFor rental coordinators and staff
Record and follow up an inquiryKeep a rental request, your team's notes, and the next follow-up together in Rentals; an inquiry records interest and never reserves a space. Illustrations reconstruct the current Clubhouse screens with fictional club and contact details.7 steps3 min readFor rental coordinators and staff
Create an event or holdAdd a rental to the calendar as a hold while details are still being decided, or book it when you are ready to reserve the space. A hold does not reserve space—even when it has a Hold until date.6 steps4 min readFor rental coordinators and staff
Manage clients and contact informationKeep a rental client's contact details in one place, find their event and inquiry history, and add a client when no existing record matches.7 steps5 min readFor rental coordinators
Review contract status and signed copiesFind an existing rental agreement, see how far signing has progressed, and open its stored signed copy. This guide covers reviewing an agreement in the browser.6 steps3 min readFor rental coordinators
Review rental revenue and utilization reportsUse rental reports to compare recorded payments, event value and use of your spaces, then download the events for your chosen period.5 steps3 min readFor rental coordinators
Set up rental spaces and defaultsSet up the rooms you rent, add photos and choose the defaults your team uses for new rental events. You can give a room its own deposit rule and decide what visitors see on your website.13 steps7 min readFor rental coordinators
Use the proposal item libraryKeep room charges, food, bar service and extras in one library, ready to add to rental proposals. Sections organize the list; each item holds its default price, charging method and visibility.15 steps7 min readFor rental coordinators

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Hall rentals

Hall rentals