Venue Configuration

Overview

The meeting venue is defined by three configurable components: Meeting Type (how the meeting happens), Meeting Location (where in-person meetings take place), and Video Platform (which tool for video meetings). These determine address auto-fill behavior and the {venue} field code in dynamic titles.

Important

Permissions Required: Calendar Notifications Manager group to create or edit venue configuration. User group has read-only access.

Meeting Types

Meeting types define the nature of the meeting. Navigate to Calendar ‣ Configuration ‣ Meeting Types.

Default types:

Type	Code	Requires Location	Requires Platform	Description
In-Person	in_person	Yes		Face-to-face meeting at a physical location
Phone Call	phone			Phone conversation
Video Conference	video		Yes	Online video meeting
Hybrid	hybrid	Yes	Yes	Combined in-person and virtual
To Be Determined	tbd			Meeting format not yet decided

When a type requires location, the location field appears on the event form. When it requires platform, the video platform field appears.

Note

The form dynamically shows and hides fields based on the selected meeting type. For example, selecting “Phone Call” hides both the location and platform fields since neither is relevant.

Creating a Meeting Type

1. Click New

2. Fill in:

   • Name — Display name

   • Code — Lowercase system identifier (e.g., site_walkthrough)

   • Icon — Font Awesome icon for visual display

   • Requires Location — Show location field

   • Requires Video Platform — Show platform field

3. Configure Title Components (how this type renders in the {venue} field code)

4. Click Save

Meeting Locations

Meeting locations define where in-person meetings take place. Navigate to Calendar ‣ Configuration ‣ Locations.

Default locations:

Location	Code	Address Source	Description
Office	office	Company address	Meeting at your office
Client House	client_house	Lead/opportunity address	Meeting at the customer’s location
Jobsite	jobsite	Lead/opportunity address	Meeting at a project site
Other Location	other	Manual entry	Custom location

Address Auto-Fill:

• Locations with Use Company Address auto-fill the meeting address from the company’s address in settings.

• Locations with Use Lead Address auto-fill from the CRM opportunity’s partner address (with fallback to opportunity address fields).

• The Other location requires manual address entry.

Creating a Meeting Location

1. Click New

2. Fill in:

   • Name — Display name

   • Code — Lowercase system identifier

   • Icon — Font Awesome icon

   • Use Company Address — Auto-fill from company

   • Use Lead Address — Auto-fill from opportunity

3. Configure Title Components

4. Click Save

Warning

A location cannot use both company address and lead address simultaneously.

Video Platforms

Video platforms define which conferencing tool to use. Navigate to Calendar ‣ Configuration ‣ Video Platforms.

Default platforms:

Platform	Code	Description
Microsoft Teams	teams	Microsoft Teams video call
Zoom	zoom	Zoom video meeting
Google Meet	meet	Google Meet video call
Progrid Discuss	discuss	Progrid built-in video chat

Creating a Video Platform

1. Click New

2. Fill in:

   • Name — Display name

   • Code — Lowercase system identifier

   • Icon — Font Awesome icon

3. Configure Title Components

4. Click Save

Title Components

Each meeting type, location, and video platform has title components that control how the {venue} field code renders in dynamic titles.

Title components define display rules: what text to show based on which combination of type, location, and platform is selected.

Example: In-Person + Client House + lead address "123 Main St, Boston"

{venue} renders as: "123 Main St, Boston"

Example: Video + Zoom

{venue} renders as: "Zoom"

Example: Phone Call

{venue} renders as: "Phone Call"

Each type/location/platform has a Title Display Preview field showing how it will render.

Tip

Use the Title Display Preview field on each type/location/platform to verify how {venue} will look before using it in a template.

How Venue Affects Events

When a user selects a meeting type, location, and platform on an event:

1. Form fields update — Location field shows/hides based on type.requires_location. Platform field shows/hides based on type.requires_video_platform.

2. Address auto-fills — If the location has Use Lead Address or Use Company Address enabled, the meeting address populates automatically.

3. Title updates — The {venue} field code in the title template resolves to the appropriate text.

4. Template defaults — Templates set default venue values. Users can override on individual events.

Next Steps

• Dynamic Titles - Understand how venue affects title generation

• Configuring Templates - Set venue defaults on templates

• Creating Meetings - Create meetings with venue configuration