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Overview

Learn to delete and re-import batched in order to update information from Reserve into your Office systemWhen creating event registrations, you may want to require fields on the form to ensure you’re capturing important member/guest information. In this document, learn how to require fields.

Use Case(s)

  • The billing member was changed on the event in Reserve and needs to be updated on the batch in Office.
    • Actual Attendance was greater than the Guaranteed Attendance so the total is higher and needs to be updated in Office

    Requiring form fields to ensure capturing vital data.


    Content

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    excludeBanquets - Booking a New Event

     

    Accessing the Tool

    To begin, click on Settings.

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    Next, click on Events.

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    Then click, Manage Event Custom Fields.

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    Requiring a Field

     Click Edit next to the field you wish to require.

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    Check the box by Required and click Save.

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    Downloadable Guide

     

    Delete and Re-Import BatchesRequiring an Event Field 

    Next Lesson: Settings for Event Services

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