If you are a hotel or venue that hosts events or meetings, this lesson will explain our core functionality for selling, managing, and planning Events.
Please note that in Event Temple you create a Booking first, then add Events to the Booking.
Options When Adding An Event
Field Name | Description | Example |
Event Name | The name of the Function/Event | Nike Breakfast Meeting |
Space | The meeting room in which the Event is taking place | Boardroom 1 |
Start Date | The first day of the Event
Uncheck the "All day" box to add a start time to your date | Jul 21, 2021 |
End Date | The last day of the Event
Uncheck the "All day" box to add an end time to your date | Jul 21, 2021 |
Status | The Sales status of the Event. This will default to the Status of the Booking | Definite |
Event Setup Style | How the room will be set-up for the Event.
These field values are managed by your Account Administrator | U-Shape |
Event Type | The type of Event that your team is hosting.
These field values are managed by your Account Administrator | Corporate |
Expected | The number of attendees expected at the event | 25 |
Guaranteed | The number of attendees the Client has committed to paying for | 20 |
Actual | The number of attendees that are confirmed to attend | 20 |
Set | The number of attendees that the Event tables should be set for | 25 |
Notes | Any additional Notes you would like to add to the Event. These can be merged into your Docuemtns/ BEOs. |
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Many of the fields listed above can be merged into your Documents/BEOs.
How to add an Event
Open the Booking you wish to add an Event to
Scroll down to the Events section of the Booking Summary screen
Click Add Event
Input the Event Information
Click Save and Close
Menu Items on Events
Adding Menu Items to an Event
Please note that when creating an Event you will have to first save an event to be able to add menu items.
Open the Event you wish to add a menu item to
Click Add Item or Add Multiple Items
Choose the menu you want to select items from the drop-down and click save
The menu will populate and you can select the item and quantity to add to the event and click save
If you don’t want to add an item to the event, just leave the quantity blank.
Editing Menu Items on an event
Open the Event you wish to edit a menu item to
Scroll down to the Menu Items
Click the blue pencil on the left-hand side of the item name
Make the required changes
Click Save
Please note that from the Main Menu Item panel you can:
Drag and drop items to change the order
Add a serving time
Change the Item Category
Batch Actions for Events
This option will allow you to Update, Clone, or Delete a group of events at once.
You will be able to update:
Name
Status
Attendees - Expected
Attendees - Guaranteed
Attendees - Actual
Attendees - Set
Important Considerations about Events
There isn't a specific Event Task, but you can add it to the associated Booking. Simply click on the Task Tab inside the booking to add your Event Tasks. You can also use Workflows to manage your events.
You can also copy Events, to get information on how to do this please check the related article about cloning events.
Clicking on the Events heading in the left-hand sidebar will take you to the Events List, which shows a list of all Events.
Clone an Event one by one using the action button, or Clone multiple Events at once using the checkboxes!
Additional Information