Banquets - Event Services Settings - Managing Service Types

Owned by Kelsie Livingston
Last updated: Sept 19, 2023 by Benjamin Hacker
3 min read

Table of Contents

Overview

The Event Services section of the Banquets system enables a Banquet/Event Manager to formalize the relationship and categorization of Items that will be served (such as food) and/or provided (such as A/V equipment) during the event, and define how the pricing will be established.  Understanding how Service Item Categories, Service Items, Service Types, Menus, Menu Categories and Pricing Structure interact and are assigned is imperative to properly establishing them within the event.

Required Permissions

  • Admin Access

  • Level 1

  • Level 2

Accessing Event Services

  1. To access Service Item Categories, Services Items, Service Types, Menus, and Menu Categories, navigate to Settings, and then click Event Services.  

  2. Then, follow the instructions below for specific Event Service Settings.

Manage Service Types

Service Types are the groupings that service items live under in a menu.  They display in the column on the far left of an event order with services.  Examples could include A/V Equipment, Food, Beverages, and many more.

Creating New Service Types

  1. To establish a Service Type, navigate to Event Services > Manage Service Types.

  2. Click the New button.

  3. Enter a name into the Service Type area. Click Save when finished.

  4. The new Service Type is then displayed with all the other service types.

  5. Multi-site Organizations, with site-specific service types that are not shared across their organization, will want to add and/or edit service types within the appropriate site(s).  Multi-site Organizations whose service types ARE shared across all sites will want to add and/or edit service types within the Master List.  Organizations with a single site will want to add/edit service types where they see the ‘edit’ link available next to the existing service types. This could be at the Master or Site level.

Deleting a Service Type

  1. To delete a Service Type, follow the same steps as above until you reach the step where you would press the New button. Instead of pressing this button, click the Delete link next to the Service Type you wish to remove.

Editing Service Types

  1. To edit a Service Type, click the Edit link next to the one you wish to change.

  2. You will be brought to the edit screen where you can change the name or spelling of the Service Type. Click Save when finished.

  3. The updated Service Type name is displayed with the other service types, and all service items that were under the original service type in a menu will be updated with the new service type name.

Additional Event Settings Resources

Event Services Settings - Managing Service Menus

Event Services Settings - Managing Service Items

Best Practices

  1. Ensure all Event Services utilized in an Event are set up in the system as Event Items, categorized appropriately, and consistently utilized to ensure appropriate billing, and profitability calculations can be effectively maintained.

  2. Create Service Item Categories based on how you think Service Items should be organized.  

FAQs

  1. Q: What is the best way to set pricing, so that I do not have to manually recalculate allocated amounts every time we change the price of an overall package.

    1. Use the Package Pricing - Percentage Amount Allocation.  Once %’s are established, as prices change, system will automatically recalculate proper revenue allocations based on services required.

  2. What is the best way to determine profitability on the event items?

    1. Ensure to enter a Cost as well as a Price to the event menu to assist in calculating profitability