Overview
The Document Center is a repository for storing images such as logos and documents that do not need to pull event or contact specific information. Examples might include such things as informational packets or menus. Images and documents stored here can be attached to emails and sent to clients. The Document Center makes storing shared information simple and convenient. Use Case(s) The Banquet Manager uploaded a photo of the reception area as it is today, as well as a rendition of the area as it will be on the day of the reception to the Document Center. The Manager then sent an email to the Client and attached the documents from the Document Center for the client’s reference. The documents will be easily accessible in the future, in the event changes need to be made to the layout and/or the documents need reviewed |
Content
Step by Step: Booking an Event
Click on Events Icon.
Click on New Event.
Type Primary Contact’s First and Last Name in the Contact Field. Click Search.
If Contact record is found, click on their 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. For a step by step to do this follow this link. Click here for New Member Wizard.
Enter the remaining Event (red banner) and Function (gold banner) information. Click Save.
- Required Event and Function fields are indicated with a red vertical bar.
- If additional functions are needed, click Save and New Function.
The Event will now appear in the Calendar.
FAQs
Q: How do I move an event to a different date or time?
A: 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.
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.
Downloadable Guide
Banquets - Booking a New Event Guide