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excludeBanquets - Booking a New Event

 

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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.

Required Permissions

  • CMA Admin Access

Accessing the Tool

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

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  1. Click the arrow next to Partner Products, and then choose ReServe Gateway.

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Enabling/Disabling Member Type Sync

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  1. Choose the

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  1. Member Typestab to open the currently selected member types. This is a list of ‘Active’ member types for the sync. From this screen, you can click on the member type to select the type. Then click on Remove Selected to disable the sync.

From this screen, you can click on the member type to select the type. Then click on Remove Selected to disable the sync.

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  1. To add member types or unselect all, choose the check box iconnext to the field for Select Member Types.

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  1. Choose the member types you wish to add or remove by clicking the check box next to the member type name. Choose select once choices are completed.

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  1. After all changes are completed,

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  1. click the save icon.

Best Practices

Downloadable Guide

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FAQs

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