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Banquets - Getting Started

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excludeBanquets - Settings for Event Services

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Overview

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

Use Case(s)

  • Club Admin needs to verify that a Member Sync from Office has taken place and that there are no errors.

  • Club Admin needs to run a Manual Member Sync.

Content

Required Permissions

  • CMA Admin Access

Accessing the Tool

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

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

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

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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.

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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

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All members will sync to Reserve

  • 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

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  1. , Clear Last Member Push by clicking on the drop down and selecting Clear

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  1. . ClickRun Sync

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  1. then Click Save or Save and Close

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  1. Or, find the specific member in the search bar

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Click This Member

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  1. , click this Member, then Click Save or Save and Close

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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.

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.

Downloadable Guide

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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