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Step by Step: Booking an Event
Click on Events Icon.
Click on New Event.
Type Primary Contact’s First and Last Name in the Contact Field. Click Search.
If Contact record is found, click on their name to select.
If Contact record is not found, add contact in Office as a new member and wait for member to sync over to Banquets. For a step by step to do this follow this link. Click here for New Member Wizard.
Enter the remaining Event (red banner) and Function (gold banner) information. Click Save.
- Required Event and Function fields are indicated with a red vertical bar.
- If additional functions are needed, click Save and New Function.
The Event will now appear in the Calendar.
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Accessing the Tool
Navigate Settings, click Correspondence.
Select Manage Document Center.
Adding Documents
Click on the New button.
You will now be prompted to name your document and give it a description. You must choose a folder for it to live in, and then you can click the Choose File button to browse your computer for the file.
When you have finished, click Save.
Adding Images
To add an image to the Document Center, follow the same process as above until you reach the step where you can name your image and choose the file.
You MUST choose the Images folder to store and resize any images. When you have finished, click Save.
You can now resize the image. To do this, click on the Resize link next to the image’s name.
Resize the image by either dragging the handle at the bottom corner of the image.
Alternately, enter a specific height and width to resize the image in the width and height boxes.
Click Save once finished.
FAQs
Q: How do I move an event to a different date or timeWhy won’t my image save?
A: When in the calendar view, you can drag and drop the event to the new day. When in the event, you can click on Move Event and follow the provided steps.To save an image you need to make sure that you are saving to the Image Folder.
Best Practices
Add your contacts in Office and let them sync over to Banquets.
Make sure the owner for the contact says GATEWAY_AGENT, if it doesn’t the information won’t come into Office.
Downloadable Guide
Banquets - Booking a New Event Guide1. Provide the document/image a meaningful name, so opening it will not be necessary to determine its identity (i.e. Fall 2017 Menu (Meaningful) vs Menu (Not Meaningful)).
2. Establish a naming convention for your folder structure so that the documents are easy to locate.
Downloadable Guide
Banquets Managing Document Center