Creating a Property-Specific Event Template
There are two ways in which a property-specific event template can be created, as follows:
Conversion of a quote to a property-specific event template. This process is dealt with in the Quotes chapter. For more information, see Applying a Property-Specific Event Template to a Quote.
Creation of a new template.
The following procedure describes how to create the property-specific template record and details the overview information required for each property-specific template.
This task is a step in Process of Creating Event Templates.
To create a property-specific event template
Navigate to the Event Templates screen, then the Property Specific Templates view.
In the Property Specific Templates list, create a new record, click the Show More button, complete the required fields, and then save the record.
The following table describes some of the fields.
Field Comments Name
Enter a name for the template.
Event Template #
This number is automatically generated.
Property
Choose a property with which this template is to be associated.
Peak # Attendees
The peak number of attendees who can attend the event.
Peak # Sleeping Rooms
The peak number of sleeping rooms for the event.
Total # Nights
The total number of nights for which the rooms will be blocked.
# of Days
The duration of the event.
Accounts
Complete this field to make the template specific to an account or number of accounts.
Contacts
Complete this field to make the template specific to a contact or number of contacts.
Post as Name
The post as name supplied here is applied to the quote.
Payment Method
Select a method of payment for the event.
Discount %
The percentage discount for the event.
Created Date
The date on which the template was created.
Created By
The User Id of the user who created the template.