Configuring Catering Template Events and Notes

Adding Events to Catering Templates

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

2. Enter search criteria and click Search.

3. From your search results, select the package, click the vertical ellipsis, and select Edit.

4. In the Events panel, click New to add events that should be included in this catering panel. Complete the following fields:

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

   2. Event Type. Select the type of event, such as Breakfast, Exhibition, and so on.

   3. Event Name. The name appears automatically based on the Event Type you select.

   4. From and To. Enter the start time and end time of the event.

   5. Space. Enables you to select a function space for the event.

   6. Setup Style. If you select a function space, select a setup style.

5. Click Save to continue to the Resources panel.

Editing Events on Catering Templates

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

2. Enter search criteria and click Search.

3. From your search results, select the package, click the vertical ellipsis, and select Edit.

4. In the Events panel, click the event’s row level vertical ellipsis and select Edit.

5. Make the required changes in the Events panel and click Save.

6. To edit resources attached to events, click the panel level Edit button, click the Item drawer or the Menus drawer, select resources, and click Save.

Deleting Events from Catering Templates

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

2. Enter search criteria and click Search.

3. From your search results, select the package, click the vertical ellipsis, and select Edit.

4. In the Events panel of Manage Catering Packages and Templates, select the event’s row level vertical ellipsis and click Delete.

5. Click Delete to confirm.

Adding Event Notes

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

2. Enter search criteria and click Search.

3. From your search results, select the package, click the vertical ellipsis, and select Edit.

4. In the Events panel, select the event’s row level vertical ellipsis and click Add Note.

5. Complete the following fields:

   1. Type. Select the appropriate note type.

   2. Internal. Select this check box if the note you are adding is considered Internal. On certain customer facing reports, such as BEO Contract, you have the option to display Internal notes.

   3. Title. This value defaults based on the event type you select. You can modify it here if required.

   4. Comments. Enter the text for this note in the box.

6. Click Save.

Editing Event Notes

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

2. Enter search criteria and click Search.

3. From your search results, select the package, click the vertical ellipsis, and select Edit.

4. In the Events panel, click the Note icon on the event.

5. In the Package Event Notes dialog, click the note’s vertical ellipsis and select Edit.

6. Make your changes and click Save.

Deleting Event Notes

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

2. Enter search criteria and click Search.

3. From your search results, select the package, click the vertical ellipsis, and select Edit.

4. In the Events panel, click the Note icon on the event.

5. In the Package Event Notes dialog, click the note’s vertical ellipsis and select Delete.

6. Click Delete to confirm.

Converting a Regular Event to a Sub Event

You can convert a regular event to a sub event in a catering package/template. When doing so, you must select a master event for the sub event.

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

2. Select or confirm the Property, enter additional search criteria, and click Search.

3. From your search results, select the package/template, click the vertical ellipsis, and select Edit.

4. In the Events panel, click the regular event’s vertical ellipsis and select Convert to Sub Event.

5. From the Select a Master Event dialog, select a Master Event and click Save.

Creating a Sub Event on a Catering Package/Event Template Event

You can create a sub event attached to an event. The event you select cannot be a sub event.

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

2. Enter search criteria and click Search.

3. From your search results, click the row level vertical ellipsis and select Edit.

4. In the Events panel, select the event’s row level vertical ellipsis click Create Sub Event.

5. Complete the following fields:

   1. Event Type. Select the appropriate event type.

   2. Event Name. This value defaults based on the event type you selected. You can modify the event name, if required.

   3. From and To. Enter the start time and end time of the event.

   4. Space. If required, select a function space for this event.

   5. Setup Style. If a function space selected, select a setup style.

6. Click Save.