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Table of Contents

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Overview

Learn to delete and re-import batched in order to update information from Reserve into your Office system.

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.

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excludeBanquets - Booking a New Event

 

Accessing the Tool

 

 

Downloadable Guide

 

Delete and Re-Import Batches

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Table of Contents

Overview

When 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.

Required Permissions

  • CMA Admin Access

Accessing the Tool

  1. To begin, click on Settings.

  2. Next, click on Events.

  3. Then click, Manage Event Custom Fields.

Requiring a Field

  1. Click Edit next to the field you wish to require.

  2. Check the box by Required for All and click Save.

Best Practices

FAQs

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