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Banquets - Getting Started

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).

Once in Events, select the menu icon, 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.

Under Background Activities, the documents requested will be available under Download Results.

 FAQs

Q: How can I separate the documents I am downloading into individual documents? 

A: Documents can be separated individually or all included in one document. Be sure to specify this setting during the Batch Generation step under Document Options.

Best Practices

  • Ensure all date ranges are correct for BEO document search for the most accurate results.

Downloadable Guide

 

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