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To view the event calendar, click the Events icon in the Navigation Bar. There are four separate views of the event calendar: month, week, day and month by location. When first clicking on the Events (calendar) icon, the calendar will default to showing the current month for the user’s primary site. If a different site, view, or month is selected, the Events icon will default to that setting until the user logs out.
Use the arrows in the upper left hand corner of the calendar to navigate to different dates. The single arrows will move forward or back a month; the double arrows will move forward or back by year.
The color of the Event corresponds to the Event’s current Event Status, or another option is to have the color correspond to the Event Type. In order to access the Event Details page, double click on the desired Event. Or, hover over the Event on the calendar for basic information.
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The Event Details page will populate with the information provided. It will contain Date, Site, Location, Start Time, and End Time. The minimum information will again be indicated with a red vertical bar.
If an additional location needs to be added to the event, it can be selected from the Location dropdown under Function Details.
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Clicking an event Lifecycle button navigates to a screen that will allow input of relevant event information like recording payments, printing or e-mailing documents, assigning follow-up tasks, and verifying attendance counts. These automated tasks ensure that no information is accidentally forgotten, provide quick access to required information, and build consistent business practices among users.
The lifecycle steps do not have to be completed sequentially. To move ahead and skip stages, simply click on the desired Lifecycle button to perform the tasks associated with that stage in the Lifecycle. If desired, the Lifecycle can be customized to include fewer steps.
Banquets does not allow an event to move backwards in the lifecycle. However, if an action associated with an earlier stage in the lifecycle needs to be completed, such as printing another document or recording a deposit, this can be done from other areas on the Event Details page, such as Communication History and View Financial Details.
Creating Leads
It is now possible to create “Leads” in Banquets. Leads are intended to be used as a tool to keep track of potential business when the contact might not have a set date. Leads can be created by clicking on the Lead icon from the Navigation Bar and then selecting the “New” button.
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