How to set up Event Templates

Modified on Fri, 25 Mar, 2022 at 11:23 AM

At the end of this article you will be able to;

Create a meeting type
Create events
Adding events to a meeting type
Add the template to an Event

Create a meeting type

To create an event template navigate to Configuration > Functions and the meeting tab. By right-clicking and adding an entry free type the name of your meeting.

The box on the left-hand side of the meeting type field when ticked shows that this meeting type is active

Creating your Events

Navigate to the Events tab then right-click, add an entry, and free type the event and relevant information.

Event: free type your event, this appears in the Type field of the events window in a function booking
Setup: if you wish to have a default seating set up for this event, choose your seating set up for the event from the drop-down box,

NOTE: the seating setup types are configured in the feature tab and can be manually changed in the event booking event window if required.

Special Type: if the event has an allowance for food or you wish to be able to choose a pre-configured menu, choose Meal. from the drop-down box
Golf: Currently under development
No Times: if your event has times that cannot be scheduled tick this box, for example, account instructions
Top Sheet: tick this box if you wish the event arrangements to appear in the top sheet report, Reports> sales > Function business > top sheet
Notes: free type your notes that you wish to appear in the event window

NOTE: if using an event type bespokely in a event booking pressing the add notes button in the event window will pull the notes through.

Adding events to the meeting type.

Navigate back to the meeting tab and highlight the meeting that you wish to link these events to. In the bottom right-hand window right-click, add an entry, choose your event, and the times from the drop-down box. If you wish to have a default function room for the event choose this from the drop-down box underneath the event field.

Ticking the next day's box means that the event will drop in on the following day. Please note If you have a one-day event then this will not drop in regardless of the next day box being ticked

If you have a two-day event and you say no to the pop-up window to add events on departure date then ticking the next day box means that this one event type will drop in on the next day.

NOTE: ticking next day is useful for two-day events only when you need just one event to appear on the second day, for example, breakfast, you must say no to adding an event on the next day when in the function booking otherwise you will have the event showing twice. We do not advise using the next day for an event that is set to more than two days.

To add the temple to the function booking.

When creating a function booking choose the meeting type from the drop-down box in the meeting field. You will be asked at the point of saving if you wish to add events. Pressing yes will drop in the meeting template.

NOTE: in a function booking the event can be edited if required