DIY Setup Guide

    Your BrandWave system is already built. Now let's make it yours.

    Everything is pre-configured — workflows, templates, automations, and the booking engine. Your job is to replace the placeholder details with your real venue information so the system runs as yours from day one.

    What you'll personalize

    • Account settings & branding
    • Venue names & pricing
    • Calendar availability
    • Contract & email templates

    Estimated time: 45–60 minutes start to finish.

    Prefer it done for you? Book a Setup Call

    Your 5-phase setup path

    1. Phase 1Account Setup
    2. Phase 2Venue & Pricing
    3. Phase 3Calendars
    4. Phase 4Contracts & Emails
    5. Phase 5Test & Go Live
    Phase 1

    Account Setup

    Get the basics in place so every email, text, and invoice goes out under your venue's name.

    Step 1.1 — Update Business Information

    What to do

    1. 1Open Settings → Business Profile.
    2. 2Replace the placeholder business name, address, and phone with your venue's real details.
    3. 3Upload your venue logo (square format, transparent PNG preferred).

    Critical rule

    Your business name here appears on every invoice, contract, and automated message. Make sure it matches your legal/operating name exactly.

    When this step is complete

    Your venue's name, logo, and address now appear across the entire system.

    Step 1.2 — Connect Your Sending Email

    What to do

    1. 1Go to Settings → Email Services.
    2. 2Add the email address you want clients to receive messages from.
    3. 3Verify the domain by adding the DNS records shown.

    Critical rule

    Do not skip domain verification. Without it, automated emails will land in spam and your booking funnel will break.

    When this step is complete

    Automated emails send from your venue's domain and reach client inboxes reliably.

    Step 1.3 — Set Up Your Phone Number

    What to do

    1. 1Go to Settings → Phone Numbers.
    2. 2Claim a local number that matches your venue's area code.
    3. 3Complete the A2P registration form when prompted.

    Note

    Phone numbers carry usage-based charges (per text and per minute of voice). See usage charges.

    Already have a number you want to keep? You can port it in. Email support@meetbrandwave.com and we'll walk you through it.

    When this step is complete

    You can send and receive texts directly through the platform with a number clients recognize.

    Phase 1 complete — your account now sends every message under your venue's name, email, and phone.

    Phase 2

    Venue & Pricing

    Replace the placeholder venue names, rates, and add-ons with your real offerings so quotes and intake forms reflect your business.

    Step 2.1 — Update Venue Names & Rates in Custom Values

    What to do

    1. 1Go to Settings → Custom Values.
    2. 2Find each Venue Name field and replace with your real venue or package name.
    3. 3Update the matching rate fields with your current pricing.

    Critical rule

    Custom Values feed every contract, email, and form. Update them here first — never edit values directly inside templates.

    When this step is complete

    Every quote, contract, and email now reflects your real venue names and prices automatically.

    Step 2.2 — Update Add-On Names & Rates

    What to do

    1. 1In Custom Values, locate the Add-On section.
    2. 2Rename each add-on to match what you actually sell (e.g. ceremony setup, bar service, extra hour).
    3. 3Set the price for each add-on.

    When this step is complete

    Clients see your real add-on menu and pricing during booking.

    Step 2.3 — Update the Booking Details Form

    What to do

    1. 1Go to Sites → Forms → Booking Details.
    2. 2Open the venue and add-on dropdowns and confirm the options match your Custom Values.
    3. 3Save and preview the form on desktop and mobile.

    When this step is complete

    Your live intake form shows the correct venues, add-ons, and pricing.

    Phase 2 complete — your pricing, add-ons, and intake form now match your real offerings.

    Phase 3

    Calendars

    Set your real availability so tours and events only book when you can host them.

    Step 3.1 — Configure Your Tour & Event Calendars

    What to do

    1. 1Go to Calendars → Tour Calendar → Settings and set your tour availability windows (days, times, and duration).
    2. 2Adjust buffer time between tours and the minimum scheduling notice.
    3. 3Go to Calendars → Event Calendar → Settings and block out dates that are unavailable or already booked.
    4. 4Set your standard event duration and turnaround buffer.

    Critical rule

    Set a realistic minimum tour notice (typically 24–48 hours) so you're never surprised by a same-day tour.

    When this step is complete

    Tours only book when you can host them, and your event calendar reflects true availability with no double-bookings.

    Phase 3 complete — your calendars now reflect real availability for tours and events.

    Phase 4

    Contracts & Emails

    Personalize the pre-built contract and email templates with your venue's voice, terms, and policies.

    Step 4.1 — Customize the Contract Template

    What to do

    1. 1Go to Payments → Documents & Contracts → Templates.
    2. 2Open the BrandWave contract template.
    3. 3Review every section: deposit terms, cancellation policy, alcohol/insurance clauses, and signature blocks.
    4. 4Replace placeholder language with your venue's actual policies.

    Critical rule

    Have your attorney review the final contract before going live. The template is a starting point — not legal advice.

    When this step is complete

    Your contract reflects your venue's real terms and is ready to send to clients.

    Step 4.2 — Customize Email Templates

    What to do

    1. 1Go to Marketing → Emails → Templates.
    2. 2Open each template (inquiry response, tour confirmation, post-tour follow-up, booking confirmation, deposit reminder).
    3. 3Adjust the tone, signature, and any venue-specific details.
    4. 4Send a test of each template to yourself.

    When this step is complete

    Every automated email sounds like your venue and contains accurate information.

    Phase 4 complete — your contracts and emails are personalized, accurate, and ready for real clients.

    Phase 5

    Test & Go Live

    Run the full client journey end-to-end before pointing traffic at the system.

    Step 5.1 — Run a Full Booking & Payment Test

    Walkthrough coming soon

    What to do

    1. 1Submit a test inquiry through your live booking form using a personal email.
    2. 2Walk through every automated email, text, and tour booking step as the client would.
    3. 3Confirm the contract generates with the correct venue name, date, and pricing.
    4. 4Process a small test payment (e.g. $1) through the live payment link and confirm the deposit is recorded and triggers the next automation.
    5. 5Refund the test payment.

    Critical rule

    Use a real personal email — not a test address. You need to see exactly what your clients will see.

    When this step is complete

    You've experienced the full client journey end-to-end and confirmed bookings, contracts, and payments all work correctly.

    Phase 5 complete — your system is tested end-to-end and ready for real clients.

    You're Live

    Your system is running. Here's what it now handles for you — and what your day looks like from here.

    What the system handles

    • Captures every inquiry from your website and routes it instantly
    • Sends automated tour confirmations, reminders, and follow-ups
    • Generates contracts with correct pricing the moment a client books
    • Collects deposits and final payments without manual invoicing
    • Tracks every lead, tour, and booking in one pipeline

    Your daily workflow

    1. 1Open your dashboard and review new inquiries.
    2. 2Confirm tours and respond to any direct messages.
    3. 3Send contracts to clients ready to book.
    4. 4Review the pipeline and close out completed events.

    Common Issues

    Hit a snag? Most setup questions fall into one of these five buckets.

    Want this done for you?

    Standard Setup is $1,500 one-time + $100/month. We handle the full configuration — custom values, calendars, contract personalization, email templates, and end-to-end testing — so your system is ready to take real bookings without you touching a setting.

    Book a Setup Call
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