How Is Policy Information Applied to a Booking?

In Gather, the Policy information is applied to Bookings based on which room has been chosen for the event. These Policies are created and assigned to rooms within the 'Settings' tab. Let's walk through how to get your Policies set up!

1. Click on your name in the upper right hand corner of Gather, and select 'Settings' in the drop down menu.

2. Select the Policies tab on the left sidebar.

3. Here is your list of Policies! Feel free to add as many as you'd like. Click 'Create New Policy' in the upper right hand corner to get started!

4. First, choose a Name for the Policy. Then, either type or copy & paste your Policy text into the box. Keep in mind that you can add bolding, italics and underlining to the text. Click 'Save Policy' when it's complete!

5. Now that it's saved, you'll see the Policy name displayed at the top of the page. In the upper right hand corner, you have the option of making edits to the Policy--or deleting it altogether.

So you've created a set of Policies-- Congrats! Now, there's just one more step: Assigning those policies to your rooms!

6. While still in the 'Settings' area of Gather, click on the Locations tab on the left side of the page. 

7. Choose a Location from the list. 

8. At the top of the Location's page, click the Rooms tab. 

9. Select a room from the list. Click the 3-dot symbol to the right of the room. Select 'Edit Room' 

10. You're now ready to assign a policy to the Room! Just click inside of the 'Policy' field and select a policy from the list to assign to this room. You can also edit the Room Name, Sitting Capacity and Standing Capacity here. Click 'Save' to complete!

Repeat steps 7-10 to assign a policy to each room for the location!

Now, we will fast forward a little! You're in the process of creating a Booking, and you'd like a Policy to apply to that booking. Let's take a look at how this works:

11. Once you assign a room to this new booking, you are automatically assigning the room's corresponding Policy to the Booking.

12. Once the booking has been created, navigate over to the Documents tab at the top of the page. Here, you will see the Contract (or Policy) document. In Gather, the Contract contains both the Event Policy and the Event Details.

Just click the grey download button to open the Contract!

13. Here's a closer look at the Contract with the Event Details and Policy inside:

 14. Remember that when your customer approves their Event Proposal, they are agreeing to the policies as well! The Policies can be viewed in two different places: by clicking on the 'Read Event Policies' link, and by clicking on the 'Print Event Policies' button.