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excludeBanquets - Booking a New Event

 

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Use Case(s)

Mr. and Mrs. Rogers would like to host their wedding at the Club next July 15.  To ensure the event gets on the calendar, and can be managed, the Banquets Manager books the event.


Step by Step: Booking an Event

  1. Click on Events Icon.

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  1. Click on New Event.

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  1. Type Primary Contact’s First and Last Name in theContact Field. Click Search.

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    1. If Contact record is found, click ontheir name to select.

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    1. If Contact record is not found, add contact in Office as a new member and wait for member to sync over to Banquets.

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  1. Enter the remaining Event (red banner) and Function (gold banner) information

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  1. Required Event and Function fields are indicated with a red

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  1. asterisk ( * ). Click Save.

  2. If additional functions are needed, click Save and New Function.

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  1. The Event will now appear in the Calendar.

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FAQs

 

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Best Practices

  1. Add your contacts in Office and let them sync over to Banquets.

  2. Make sure the owner for the contact says GATEWAY_AGENT, if it doesn’t the information won’t come into Office.

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Downloadable Guide

Banquets - Booking a New Event Guide

Back to Getting Started

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