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Overview

You may need to alter the member type sync that occurs between Office to Banquets. This guide details how a club employee can alter the sync.

Use Case(s)

In the event you wish to add member types to sync to Office, or to remove certain member types from displaying in Banquets.

 

Content

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excludeBanquets - Booking a New Event

 

Accessing the Tool

Open Office, and click System from the top navigation then click System Settings.

Downloadable Guide

 

Member Type Filtering Guide

Table of Contents

Overview

Reserve has the ability to request an e-signature for virtual contracts. This is done using the merge field ${ext.documentSignature} in the document(s) you need signatures on.

Required Permissions

  • Admin Access

  • Level 1

  • Level 2

  • Level 3

Accessing the Tool

  1. Within Banquets, click on Settings.

  2. Click on Correspondence.

  3. Then, click Manage Document Templates.

Creating an E-Signature Document

  1. Click on the name of the document template you wish to use. This will download the document.

  2. Copy and paste the merge field to the document on the signature line or at the bottom.

  3. Save the document on your computer.

  4. ClickNew.

  5. Enter the following information:

    • Name

    • Description

    • Business Type (Event)

    • Document Type, Select Folder (Event Document Templates)

    • Choose File (upload document). We suggest naming the doc E-Signature ______. For example E-Signature BEO or E-Signature Contract.

  6. Click Save.

Creating an E-Signature from an Event

  1.  Open the Event from Calendar.

  2. ClickSend Event Email.

  3. Click Choose Email Template and choose the template you created.

  4. Click Generate Documents.

  5. Click, Generate Documents.

  6. Check the box Request eSignature.

  7. Enter your name in theeSignature Requester box. 

  8. Compose eSignature Request.

  9. Generate eSignature Documents.

  10. Select the e-signature document.

  11. Send Email.

Best Practices

FAQs

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