Packages allow you to pre-build a combination of Events and Menu Items, that can then be used on a Booking.
Events within Packages can be built with a Space specified. The Space can also be modified on the Event when the Package has been added on the Booking, along with any other Event details. When a space is selected, a conflict check is done & a notification will appear if there is a conflict.
Add a Package to a Booking
On the Booking Summary Page Select the Packages sub-tab
Select + Add Package Button
Select the Package from the drop-down
Modify the name & description if needed
Modify the Expected & Guaranteed attendees
Select which Event/s to apply to the Booking
Optional
Select the Event Type for each Event
Select the Setup Style for each Event
Select the Space for each Event
Select the Start & End Dates for each Event
Select the Menu Item/s to apply to the Booking
Select Save
Additional Information:
Multiple Packages can be added to a Booking
When a Package is added to a Booking, associated Events can start on any chosen day
If there is a multi-day Booking, Events will be created for each day between the Start Date and End Date selected
Menu Items that have a quantity per person are based on the Guaranteed attendees' number
Packages that have a flat quantity can be adjusted as needed
Menu Items added to an Event within the Package will automatically be added if the Event is selected
Use this icon to batch select a Space, Start Date & End Date
View & Modify Package components
Once a Package has been added to a Booking, the associated Events & Menu Items can be modified on the fly as needed, these changes will not affect your pre-built Package.
Quantities for per person Menu Items in packages are based on the Guaranteed attendees. Expected & Guaranteed attendees for packages can be edited under the Packages sub-tab. All other details on Events & Menu Items can be edited as normal.
Packages on Documents
Within the Menu Item element, the following options are available that pertain to packages:
Events & Menu Items that are part of a Package are differentiated by the Package Icon:
Hide package item pricing
If using any price columns, the text 'incl.' will appear, to indicate that the items are included in the Package.
Show packages
Selecting this option will show packages with their daily per person breakdown above the menu items.
Hide packaged items
This option is only available if the 'Show Packages' option is selected. Selecting this option will hide any menu items that are part of a package.
Package Management on Bookings
Once a Package is added to a Booking, keep these rules in mind:
Editing Dates
Mass date changes are disabled for Packages.
Adjust individual Event dates by clicking into a specific Event.
Deleting a Package
A pop-up will ask whether to:
Delete associated Events/Menu Items (removes all Package-linked items).
Keep them independent (converts to editable standalone items).
Note: Cloned items in the Booking will not delete.
Archiving a Package
Archived Packages stay linked to existing Bookings with full functionality.
They disappear from selection menus for new Bookings.
Additional Information