Setting up and managing venues as an agency
Introduction
Venue management for agents is now available on a dedicated screen under Management > Venues. If the venue allows you to make edits, at all times you can:
- Add, edit, or remove venue members
- Update billing profile details
- Modify payment terms
Key Points:
- Agents automatically have managing/editing access for venues they add to Surreal.
- For venues added before 8th Jan 2025, you may need to request access from a venue member or contact support@surreal.live for assistance.
- Venue members can grant agencies explicit access to update payment details and manage members via the venue profile settings.
- Increased visibility is now available as to venue payment terms and which day auto invoices will be generated
- Venues that agencies have requested access to will now show as pending in the list of venues
Managing members and payment details
- When enabled to make changes to members and payment details, a green edit pencil will show next to the venue name
- Click the extended menu to see the editing options available
- Click through and make changes as required
Requesting access to manage members and payment details
- When not enabled to make changes, the green edit pencil will not show next to the venue name, nor will the extended menu options be clickable
- To request access, please contact the venue and ask them to enable you via their venue profile settings
- Alternatively, please reach out to support@surreal.live for assistance