Everything is pre-configured, including workflows, templates, automations, calendars, and the core pricing engine. Your job is to personalize the system with your venues, pricing, calendars, contracts, and templates so it runs as your own from day one.
What you'll personalize
Estimated time: 60–90 minutes start to finish.
Your 5-phase setup path
Get the basics in place so every email, text, and invoice goes out under your venue's name.
What to do
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.
What to do
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.
What to do
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 is connected and ready to send emails and text messages under your venue's name.
Add your venues and add-ons as records, then align your Booking Details Form so pricing flows from one central place.
What to do
Critical rule
The venue name must match the Booking Details Form option exactly, capitalization, spacing, and punctuation included.
When this step is complete
Your venue pricing is stored in one central place.
What to do
Critical rule
The add-on name must match the Booking Details Form option exactly.
When this step is complete
Your add-on pricing is stored in one central place.
What to do
Critical rule
The form option labels must match your Object record names character for character.
When this step is complete
Your booking form is connected to your pricing records.
Phase 2 complete. Your pricing, add-ons, and booking form now reflect your real offerings.
Set your real availability so tours and events only book when you can host them.
What to do
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 accurately reflects booked dates, holds, and availability.
Phase 3 complete, your calendars now reflect real availability for tours and events.
Personalize the pre-built contract and email templates with your venue's voice, terms, and policies.
What to do
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, pulls dynamic pricing details, and is ready to send to clients.
What to do
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.
Run the full client journey end-to-end before pointing traffic at the system.
What to do
Critical rule
Use a real personal email, not a test address. Invoices are created manually in this workflow; do not assume they generate automatically.
When this step is complete
You've validated the full booking → contract → deposit → confirmation flow with real pricing pulled from your Custom Objects.
Phase 5 complete, your system is tested end-to-end and ready for real clients.
Your system is running. Here's what it now handles for you, and what your day looks like from here.
What the system handles
Your daily workflow
Hit a snag? Most setup questions fall into one of these buckets.
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.