Setting Up Catering Packages and Templates

Templates and packages are designed to make it easier for you to set up Events. They provide pre-configured resources typically used for Events. Templates and packages are alike, except that templates do not include prices. You can use templates when offering custom pricing or when the number of attendees is uncertain.

  1. From the Administration menu, select Booking, select Resource Management, and then select Catering Package/Template Setup.

  2. Click New.

  3. Click either the Package check box or the Template check box.

  4. Create a code to identify the package or template, for example, WEDREC, CONF, ANNIV, and so on.

  5. Create a description to provide additional identification of the package or template, for example, Wedding Reception, Conference, Anniversary, and so on.

  6. Enter a number of days the package/template is designed to cover.

  7. Click Save or click Save and Go to Presentation.

    1. Save returns you to the main search screen where you can search or create a new package or template.

    2. Save and Go To Presentation opens your new package or template, enabling you to continue setup.

CATERING PACKAGE DETAILS PANEL

  1. Click Edit in the Catering Package Details panel to make changes to your packages and templates. You can change the Code, the Description, and the Duration.

  2. Click Save.

EVENTS PANEL

Use the Events panel to add Events and Sub Events to the package/template.

  1. In the Events Panel, click New.

  2. Enter a value in the Day field indicating when the event will take place within the duration of the package, for example, Day 1, Day 2, and so on.

  3. Search and select an Event Type from the list of configured types. Your selection will auto fill the Event Name field.

  4. Enter the From and To time schedule of the Event.

  5. Select the Space where the event will be held.

  6. Select a Setup Style for the room.

  7. Click Save.

  8. Click the Actions ellipse attached to an event and select the following options:

    1. Edit. Enables you to edit event record fields.

    2. Create Sub-Event. Select an Event Type, an Event Name, and the From and To time period of the sub event. You can also select a Space and a Setup Style if either is different from the master event

    3. Add Note. Select this option to attach notes to the event. Use Select a Note Type from a list of configured options and enter text-based notes.

    4. Delete. A confirmation popup appears with the options to cancel or delete.

Parent topic: Resource Management