Siebel Hospitality Guide > Defining Event Templates >

About Event Templates

In the hospitality industry, there is a considerable repetition of events with similar function agendas and room blocks. For example, an existing customers might contact a sales representative and request an event similar to one that was held previously, such as an annual conference.

For such occasions, you can create predefined event templates that can be applied to opportunities or quotes. These templates automate a significant part of the work involved in defining opportunities and quotes, while allowing you to change details that make an opportunity or quote specific to a particular customer and event.

You can create two types of event templates for opportunities and quotes, as follows:

• Generic Event Templates. A generic event template is a template that can be applied to an event opportunity before a property is identified. A generic template includes generic products, generic setup styles, generic function types, and generic room block types associated with it, which allows many properties to qualify for an opportunity. Generic templates can also include associated historical opportunities and properties.
• Property-Specific Event Templates. A property-specific event template can be applied to an event quote when a property has been identified. A property-specific template identifies specific products available at the particular property, specific setup styles, specific function types, and specific room block types associated with the property.