Objective:
Attach multiple Events in your Documents
Decide what Event my Document Merge Fields will use as a Source
Set a primary Event for your Documents
Answer:
When creating a Document from a Template on a Booking, you will be given the option to select one or multiple Events to link. While the Document can be connected to multiple Events, the Event that is listed as Primary is where the merge fields will pull the majority of the information. Specifically, the Event Total merge field will reflect the total cost from the event marked as the primary event. If the primary event has no associated costs, the Event Total will display as 0.
In Event Temple, the Event Total merge field displays the total cost specifically for the event designated as the primary event. If multiple events are linked to a booking, only the revenue from the primary event is considered in the Event Total. If no costs exist for the primary event, the field will default to 0.
To change the Primary Event, click the Make Primary button next to the appropriate Event name.
For users needing a comprehensive view of revenue across all linked events, the Booking Total merge field serves as a better alternative. This field sums up revenue from all events in a booking, overcoming the limitation of Event Total focusing solely on the primary event.
Recommended Practices for Multi-event Bookings
Primary Event Designation: Choose the event you'd like to highlight for its financial details as the primary event.
Booking Total for Aggregates: Use the Booking Total merge field when an aggregated figure for all events is required to eliminate discrepancies. By following these practices, users can better tailor their documents and reports to their specific needs.
Additional Information:
You can link and unlink Events from your Documents after it is created by following the steps outlined here Additional topics that might be helpful include guidance on using merge fields effectively in Event Temple and customizing documents for multi-event bookings.