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Overview
This user guide will present an overview of the Banquets application as it relates to Navigation, Event Booking, and Event Lifecycles. Understanding these concepts is critical to successfully utilizing the Banquets toolset. Use Case(s) The Banquets Manager begins every day by reviewing the Home Page, which summarizes the most relevant information (Task, Events, and Leads) pertinent to the current day. They then navigate through the system effortlessly as they follow up on Leads, convert them to Events, and then move through the Event life cycle; skipping steps that may not be appropriate depending on the nature of the Event(s). |
Content
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Home Page
- On the Home page, current and past due Tasks are displayed in the application workspace along with any Events occurring that day.
- The Navigation Bar is displayed on the left side; it contains configurable Icons that direct to different areas in the software.
- The global search field, located at the top of the Navigation Bar, can be used to find items in all areas of the application. Simply type in any string of information and click the Search button. All matching results will be delivered with underlined links to access.“Breadcrumbs” are displayed above the Home title bar. Breadcrumbs are links to the most recently visited items in the application. The small icons to the left of the link denote the type of items represented: a star for events and functions, a grey figure for contacts, a pyramid hierarchy for accounts, a bell for reservations, and an arrow and target for leads.
Viewing the Event Calendar
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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Documents, such as Event Orders, can be Batch Generated from this page by clicking on the Batch Generate Documents button.
Filter and select your events and then select a document. Your batch will be sent to the bottom of your home page in the Background Activities section.
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The Week View of the calendar initially displays the current week. The single arrow buttons can be used to move forward or back by week; the double arrows will move to the past year’s corresponding week or the following year’s corresponding week. The color of the event denotes its it's current Event Status.
The Day View of the calendar will display the site’s locations along with the any events taking place that day. The single arrow buttons can be used to move forward or back by day; the double arrows will move forward or back by year.
The color of the event denotes its current Event Status. The grey bars before and after the event indicate the setup and teardown times.
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There are different ways in Banquets to start new events depending on which calendar view has been selected.
Regardless of the current selected calendar view, a new event can always be started by clicking on the “New Event” button in the upper left corner of the screen.
Clicking the “New Event” button will direct to the Event Details screen. The minimum required information for the Event and Function will need to be entered here which is indicated by the red vertical bars.
To book an event when using the Day View of the calendar, click and hold in the location at the desired start time. Drag the cursor to highlight the duration of the event and let go of the mouse or trackpad.
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Click the Save button at the top or the bottom when edits are complete.
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Generating Documents
In order to generate/preview a document from the Event or Function Details screen, scroll down to the Communication History section header. Click on the “Generate Event Document” button.
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A: The lifecycle steps do not have to be completed sequentially.
Best Practices
Begin the day by reviewing pertinent information on the Home screen, to ensure you have addressed items that need timely attention. Utilize Navigation shortcuts, such as the Breadcrumb trail and the search feature to navigate quickly to desired information. Improve operational efficiencies by tracking leads, setting tasks, following up, and successfully tracking pertinent life cycle steps once the Leads are converted to Events.
Downloadable Guide
Banquets Events and Events Lifecycle - Written Guide
Next Lesson: Booking a New Event
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