Blacklist Per Address (NOT Customer Name/Email)

David I. shared this question 6 hours ago
Answered

We had a situation where we blacklisted a person due to their home site conditions, however, a different person ordered this year bypassing the BLACKLIST.

Can we blacklist a particular address to prevent this from happening again in the future?

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Blacklisting a Venue

You have the ability to blacklist or block venues that you do not wish to work with. When a venue is blacklisted or blocked, it will prevent bookings from being confirmed for events at that location. Instead of proceeding as normal, the system will display a “Request Submitted” message to indicate a review is needed. These venues will also appear with a flag on the quote within the Leads page and you will receive an email letting you know why your customer wasn't able to book. Additionally, if an admin attempts to create or manage a booking at a blacklisted venue, they will receive a notification alerting them, but they will still have the option to proceed if necessary.

While we try our best to blacklist/block customers, it isn't always possible to match the incoming request with a blacklisted/blocked customer appropriately. Currently we check for a match on any of the following:

  • Address
  • City
  • State
  • Zip



How to Blacklist/Block a Venue

Option 1:

  1. Settings -> Venues
  2. Locate the venue
  3. Once on the venues profile, select the option in the top right corner "Blacklisted"
  4. Once you have blacklisted/blocked the venue, you must save and close.

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Option 2:

When creating a lead, or within a lead, you will see the checkbox "Blacklisted" within the venue section of the lead, right above the Event Notes.

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**Please note: You can unblock a venue at any given time by unselecting the box.

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