The first step in managing an event is to create the actual event to be managed. This guide will walk you through creating or booking the original event.
Type Primary Contact’s First and Last Name in the Contact Field. Click Search.
If Contact record is found, click ontheir name to select.
If Contact record is not found, add contact in Office as a new member and wait for member to sync over to Banquets.
Enter the remaining Event (red banner) and Function (gold banner) information. Required Event and Function fields are indicated with a red vertical bar. Click Save.
If additional functions are needed, click Save and New Function.
The Event will now appear in the Calendar.
Best Practices
Add your contacts in Office and let them sync over to Banquets.
Make sure the owner for the contact says GATEWAY_AGENT, if it doesn’t the information won’t come into Office.
FAQs
How do I move an event to a different date or time?
When in the calendar view, you can drag and drop the event to the new day. When in the event, you can click on Move Event and follow the provided steps.
