Linking Events allows you to pull data from the selected Event/s into a Document.
If you have Bookings with multiple Events, you can pull all or some of those onto one Document.
How to Link & Unlink Events
How to Link & Unlink Events
Link Events at the time of Adding the Document to a Booking:
On an existing Document. It will show you all the Events that can be linked/unlinked. Tick the boxes of the Events you wish to link to the document and remember to Save.
Primary Event
Primary Event
The Primary Event's information is shown when using merge fields in a Text Box in a Document.
How to Change a Primary Event
How to Change a Primary Event
When you're working on a Document, and you have more than one Event associated with the Booking, whichever Event has the lowest ID number is considered the Primary event by default, however this can be changed if needed:
Open a Document
Find the Linked Events in the header
Click on the drop-down arrow
Click on Make Primary on your desired Event
Changes will be saved
Important Considerations
Important Considerations
If you are working with multiple Events and would like all of their information shown, use the Events/Spaces Document Element.
Any Email Templates or Workflows that use merge fields associated with Events will draw from the Primary Event.