Bizly

If you are interested in a venue but the decision date (expiration date) has passed, you can request an extension directly within Bizly to keep the proposal active.

How to Request a Proposal Extension

Meeting details and guest room requirements can change!

How to edit an inquiry?

A quick guide to filling out spend estimate & uploading contracts.

How to update the spend estimate?

Congratulations! Once your venue paperwork has been routed and signed, the final step is to upload the document to Bizly. This officially marks your event as Booked and ensures your…

How to upload a signed contract and update your Spend estimate

Tying up loose ends before closing the meeting or event.

How to update the final spend?

To close out the event or meeting, here's how to upload the final invoice.

How to upload the final invoice?

Here is how you can send your proposals to someone not on Bizly.

How to Export Venue Proposals?

Meeting owners can use this feature to assign or delegate events.

How to Add an Event Collaborator?

Restrictions on number of rooms and nights you can add to your event.

Room Night Maximums- Guest Rooms

For recurring meetings or events, the Bizly templates come in handy.

How to use a template?

Bizly Concierge

The meeting dashboard is your bird’s eye view of a specific event. See the status your checklist and keep all of your meeting information in one place.

Meeting Dashboard

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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