Reserve Button Functionality

The Reserve button is typically used under the following conditions:

  • If availability checks for the function were bypassed at the opportunity stage, the user updates the availability information in Quote screen, Functions view. This update includes any changes to information about the function space, setup style, expected number of attendees, date, start time, and duration of the event. The user then clicks Reserve to hold the function space, if available.

  • If the user adds a new function to the quote, selects a function space, and completes the rest of the fields for the function record. The user then clicks Reserve, and the specific space, if available, is reserved.

  • If the user wants to change the function space category or specific space, the user can select a different function space and then click Reserve to start the availability check for the new function space.

  • If a quote has been generated from a nonparticipating property, this button initially changes the value in the Inventory Status field from a null value to Reserved. The user can then use the button to switch between Reserved and Unreserved as information is supplied from the NPP.