Using Priava
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Online Enquiry Module
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New Releases
Latest Improvements - December 2022
This month we have released several system improvements to enhance your experience of using Priava based on user feed...
Latest Improvements - November 2022
This month we have released several system improvements to enhance your experience of using Priava based on user feed...
Latest Improvements - October 2022
This month we have released several system improvements to enhance your experience of using Priava based on user feed...
Speed & Performance Updates
We have recently implemented several different strategies to increase the speed and improve the overall performance o...
Latest Improvements - September 2022
This month we have released several system improvements to enhance your experience of using Priava based on user feed...
Latest Improvements - August 2022
This month we have released several system improvements to enhance your experience of using Priava based on user feed...
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Mobile App
Mobile App Update - August 2021
The latest version of our mobile app allows you to run reports and send emails, making it easier to find and share in...
Mobile App Update - May 2021
The Priava Mobile App includes all of our most popular time-saving features in a mobile-friendly format. Below is a s...
Using the Mobile App
The Priava mobile app includes all of our most popular time-saving features in a mobile-friendly format. The Priava...
Downloading & Logging into the Mobile App
Customers Only! The Priava Mobile App is suited to current customers only, meaning you need a username and password...
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User Settings
Validating Your Email Address
All users are required to validate the email address connected to their Priava account to access the system. Check...
Top Tip: Browser Features
You can now make full use of your standard browser features. Below are some examples of browser features that you mig...
Accessing User Settings
Priava allows you to customise your settings to be relevant for your needs. This includes the ability to set your ow...
Top Tip: User Settings (Part 1) – Search Results
You can customise your Search Settings and these settings are specific to your account and will not affect any other ...
Updating My Password
Updating your password is a good way to ensure that the information you have stored in Priava is secure. Editing ...
Top Tip: User Settings (Part 2) - Grid Views
You can customise the columns that are visible on any of the Grids that you see within Priava. This means you can cho...
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Admin Settings
Validating User Email Addresses
As a system administrator, you can review a list of all users that have been configured within your Priava account. I...
Configuring Teams
Teams allow you to combine your Priava users into groups to reflect the different teams, departments or other relevan...
Accessing Admin Settings
As a system administrator, Priava gives you the flexibility to customise your settings to be relevant for your organi...
Adding & Updating Your Company Logo
Customise your Priava portal to be relevant for your business and brand by adding your company logo. Only system a...
Configuring Tax Preferences
As a system administrator, you can predefine the tax types that can be applied to your catalogue items. This eliminat...
Configuring Financial Incidentals
As a system administrator, you can predefine the financial incidentals that will be available for all users to apply ...
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Core Software
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Events & Bookings
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Catering
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Inventory
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Packages
Configuring Tax Exclusive Packages
As a system administrator, you can configure packages that include both fixed and variable quantities of catalogue it...
Configuring Tax Inclusive Packages
As a system administrator, you can configure packages that include both fixed and variable quantities of catalogue it...
Packages & Events
Packages include both fixed and variable quantities of catalogue items (e.g. venue rates, financial incidentals, cate...
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Reports & Invoices
Configuring Scheduled Reports
Priava’s reporting tool helps busy venue teams access critical information about upcoming bookings and business perfo...
Producing & Emailing Reports
From detailed event sheets, to sales conversions reports and more, Reports allows you to access detailed information ...
Top Tip: Downloading & Saving Reports
This article will help you to manage where and how your reports are saved. Rich Text Compatible All of our report t...
Configuring Report Filters
Before you can begin producing reports, system administrators are required to configure report settings to be relevan...
Clearing Invoices
If you have issued an invoice to a customer and you need to make any changes you will need to clear the invoice and t...
Designing Reports
Core Reports are locked and cannot be redesigned, however, as a system administrators you can copy core reports and y...
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Advanced Permissions
Using Advanced Permissions
Advanced Permissions has been designed to support a wide range of organisations by allowing administrators the flexib...
Configuring Advanced Permissions
As a system administrator, you can restrict access for users at a venue level and catalogue item level by creating us...
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Master & Sub Events
Managing Master & Sub Events
Master & Sub Events allows you to create a master event and attach sub bookings to it so that they are all linked. Th...
Adding, Finding, Viewing Master & Sub Events
Master & Sub Events allows you to create a master event and attach sub bookings to it so that they are all linked. Th...
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Online Calendar & Enquiries
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Calendar Sync
Configuring Calendar Sync
As a system administrator, you can configure Calendar Sync to connect multiple venues to your chosen calendar system....
Configuring Google Calendar for Calendar Sync
Only administrators of your G-Suite can configure the required settings. If you are not an administrator, please co...
Configuring Office 365 for Calendar Sync
Only administrators of your Microsoft Azure or Microsoft 365 can configure the required settings. If you are not an...
Calendar Sync Settings
As a system administrator, you can configure Calendar Sync to connect multiple venues to your chosen calendar system....
Performing a Manual Calendar Sync
When you first activate sync you may wish to run a manual sync to ensure your Calendar System and Priava both up to d...
Calendar Sync Error Log
The Chart is an interactive calendar that allows users to view venue availability in real-time. It also boasts severa...
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Data Privacy
Data Privacy Conditions
Conditions allow the Data Protection Officer to set conditions that Contacts are checked against to determine if they...
Data Privacy Automations
An Automation that is set up by the Data Protection Officer will run Automatically once a week. All contacts that mee...
Data Privacy Actions
Actions allow the Data Protection Officer to set Actions that are performed on Contacts that meet the configured cond...
Settings
Data Protection Officer Only! Only the Data Protection Officer can configure the Settings under Data Privacy. If yo...
Nominating Your Data Privacy Officer
The Data Protection Officer will be able to: Visibly see an audit trail of who has been set as the DPO, when and by...
Compliance Report
The Data Privacy Compliance Report can be generated at any time and used a formal document showing your current Data ...
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Sandbox
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Online Bookings
Group Settings: Chart Settings & Configuring Venue Relationships
As a system administrator, you can configure up to three online booking sites. Within the Chart Settings section of G...
Configuring Online Booking Sites
As a system administrator, you can configure up to three online booking sites that can be accessed via a unique web a...
Site Settings: Single Sign-On
As a system administrator, you can configure Single Sign-On (SSO) for your booking sites. Single Sign On is a session...
Group Settings: Catalogue Settings
As a system administrator, you can configure up to three online booking sites. Within the Catalogue Settings section ...
Using Online Bookings
Online Bookings has been designed to be interactive and user-friendly, empowering users to check availability, reserv...
Site Settings: General
As a system administrator, you can configure up to three online booking sites. Within the General section of Site Set...
