Overview
Banquet Event Orders (BEOs) can be generated for each event. In order to create a Banquet Event Order for multiple events, you can create a Batch Generation of BEOs. Use Case(s) The Club is having a managers meeting and needs to give all the managers a BEO for each event for the upcoming week or month. |
Content
Accessing the Tool
To print a batch of BEOs or other event documents you will go to Events (on the left).
Then select Batch Generate Documents.
Batch Generation
On this page, select the date range, check the events to be included from the list below, and select the document(s) to create.
Click Generate Documents.
Retrieve Documents
These documents will need to be retrieved on the Home Page at the bottom under Background Activities.
FAQs
Q: What role is required to add a new User?
A: User Admin role is required to add any new users to the system.
Q: How can I delete a User that is no longer with the Club?
A: Access the Settings menu, then Users, and Manage Users. From here, click Deactivate next to their name. Please Note: There is not a delete option, only deactivate.
Best Practices
Only give New Users the access that is needed, it is not recommended to make everyone an Admin User.
Make sure when creating a New User, check the box that allows for New Users to reset their password on the next login for security purposes.
When adding a new user, be sure to include an Email Address. The User will need this to access any forgotten login information.
Downloadable Guide