1st line Support Help Files - GRATIS

This folder contains all of the documents that the team can utilise when assisting GRATIS users with basic GRATIS issues

Skeleton Login GRATIS
On Endeavour go to GRATIS module on the left-hand side of your Menu and click on Skeleton login. On the dropdown list choose the agent you want ...
Thu, 2 Nov, 2023 at 11:56 AM
How to add a new employee
Only add an employee if we get authorisation from the senior team member at the agent, they must verify  To add a new Employee click on Setup in the top...
Wed, 19 Apr, 2023 at 9:27 AM
How to adjust or create an employee signature
Click on Setup on the top right-hand corner and then Employee Profiles. Select the employee that needs their signature to be added or adjusted. ...
Fri, 5 Jan, 2024 at 10:57 AM
How to create a web link of an image file
This does not work in Endeavour anymore so please advise the client we are no longer able to offer this facility and suggest they use this free service: Pos...
Wed, 12 Feb, 2025 at 2:52 PM
How to add a contact and connect it to a client
On GRATIS click on the Clients module, on the left-hand side, and select the client the contact will be connected to. Go to Contacts tab and click Add ...
Fri, 5 Jan, 2024 at 10:57 AM
How to check where an Enquiry has been sent to
You can check where the enquiry has been sent to by logging into GRATIS, going either to the Enquiry module or the Event Booking module on the left-hand sid...
Fri, 5 Jan, 2024 at 10:57 AM
How to check the status of a booking to see if it's been paid
Go to the Event Booking module on the menu on the left-hand side, type in the reference number of the booking you need to check on the top and load the book...
Fri, 5 Jan, 2024 at 10:57 AM
Cvent Supplier Network (Venue Sourcing Solution) Info
Cvent Supplier Network Overview Free Venue Sourcing with Cvent Supplier Network Cvent Supplier Network – Great resource for your event sourcing nee...
Thu, 27 Apr, 2023 at 11:42 AM
Zoom Room Set Up
We are excited to inform you that a new Zoom room has been set up on Floor 5 by Cvent for more convenient and streamlined meetings.  Please take a m...
Tue, 16 Jan, 2024 at 12:19 PM
Preferred Venues
Purpose of Preferred Venues   A GRATIS user earns their revenue from commission.   Preferred venues functionality enables the GRATIS user to rank how venu...
Tue, 30 Apr, 2024 at 4:03 PM