Banquets - Getting Started

Overview

Accessing the Tool

Within Reserve, Settings can be accessed at any time from the left hand navigation panel.

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Items

Creating New Items

To create a new Item follow the steps below:

1. Settings
2. Event Services
3. Manage Service Items
4. New
5. Complete the following fields:
   1. Service Item Name
   2. Description (optional)
   3. Revenue Center
   4. Category (optional, but used when searching)
   5. Auto Calculate Quantity
      1. Uncheck if there is no need to have 1 per guest. Example: microphone
   6. Check the bottom 2 boxes
      1. This will update the item in all of the menus it is currently in

6. Save

Edit an Existing Item

Video Tutorial - Editing an Existing Item

This will be used when simple changes need to be made, such as a price increase or change in the description.

1.  Settings
2. Event Services
3. Manage Service Items
4. Find Item and Click Edit
5. Make the Change
6. Check the bottom 2 boxes-this will update the item in all of the menus it is currently in
7. Save

Menus

Creating New Menus

1. Settings
2. Event Services
3. Manage Service Menus
4. New
5. Fill in
   1. Service Menu Name
   2. Category
   3. Pricing Type
   4. Set Quantity to Event Attendance
      1. Uncheck if you will not need 1 per guest
   5. Drag the Service Types you want in the menu from left side to right side 
      1. Please Note: This does not move items.
6. Save
7. Add Items to each Service Type as listed in directions above.
8. Done

Adjusting Current Menus

Video Tutorial - Adjusting Current Menus

 This will be used to add or remove items from your menus, change pricing from a la carte to package or package to a la carte.

Changing Menu from A La Carte to Package Pricing

1. Settings
2. Event Services
3. Manage Service Menus
4. Find Menu - Click Edit
5. Click the Drop Down Option of Pricing Type
6. Select Package Pricing - Percentage Amount Allocation or Package Pricing - Dollar Amount Allocation
7. Click Drop Down option of Package Pricing
8. Select Per Person
9. Enter Package Price
10. Enter the price for each Revenue Center needed for this package. The price needs to add up to the package price or 100%.   
11. Save

Changing Menu from Package Pricing to A La Carte

Video Tutorial - Changing from Package Pricing to A La Carte

1. Settings
2. Event Services
3. Manage Service Menus
4. Find Menu - Click Edit
5. Click drop down by Pricing Type
6. Select A La Carte Pricing
7. Save

Adding/Removing Items from Menu

Video Tutorial - Adding/Removing Items from Menu

1. Settings
2. Event Services
3. Manage Service Menus
4. Find Menu, Click the Menu Name
5. Click Delete next to an item to remove it or Click Add Items
6. Find the items you would like to add and check the box in front of them (use search bar if needed)
7. Add
8. Once all items are added click Done

FAQs

Q: How can I add a description? For example: Coffee with the options for Decaf Coffee, Creamer, and/or Sweeteners for my Coffee Item. 
A: You can add a description to each item directly under the Service Item Name in the Description text box. See example below.

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Q: We are receiving new menus for this year, how can I add those to the system? 
A: Please see the Creating a New Menu section for more detail. 

Q: How do I add an item to an existing menu?
A: Please see the Adjusting Current Menus section for more detail. 

Q: How do I only charge for half of a bottle of liquor?
A: Change the Quantity Precision to Half or Quarter in the item setup. See example below.

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Best Practices

• Double check all Auto Calculated quantities to ensure they correctly correspond with the need for one item per guest or one singular item.

• Always check the bottom two boxes for Apply Changes to Settings Menu and Apply Cost Change to Function Menus when Updating an Item, as seen below.

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Downloadable Guide

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Table of Contents

Table of Contents
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Overview

The Member Sync Feature is a one way push of Member information from the Office System to Reserve.

Required Permissions

• CMA Admin Access

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Accessing the Tool

1. In the Office system, access the System Menu from the top navigation.  Within the System menu, select System Settings.

2. Once in the System Settings Menu, select Partner Products from the dropdown. Next, selectReserve Gatewaynested within the Partner Products navigation.

3. Finally, select the Sync Tab to view the most recent pushes.

Member Sync

Checking the Log

1. Following the same process as above (Office →  System → System Settings → Partner Products → Reserve Gateway) Access theLog tab. Double click on error to get explanation for why the member did not sync.

Troubleshooting

Common errors when syncing a Member:

• Member must have a last name and email address

• Last name field (and first name field, if they have one) must be 32 characters or shorter

• One way communication for members, Office to Reserve

• All members will sync to Reserve

Manually Sync Members

1. System → System Settings → Partner Products → Reserve Gateway → Sync, Clear Last Member Push by clicking on the drop down and selecting Clear. ClickRun Sync then Click Save or Save and Close

2. Or, find the specific member in the search bar, click this Member, then Click Save or Save and Close

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Best Practices

1. To correctly Sync, Member must have a First Name and a Last Name as well as an email address. 

2. Maximum character limit for names is 32 characters. 

FAQs

1. Why isn't my new member syncing over to Reserve Cloud?

   1. Make sure both the first name and last name in Office are less than 32 character long. You may need to shorten the name especially for organizations or universities. ex. Ohio State University Science Department could be shortened to  OSU Science Dep.

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