The Event Calendar page is the base page of the Event Management module. This page provides you with a calendar view of a location’s events, and you can create a new event by selecting a date on the currently displayed month.  Searching for an Event ...

The Event Details page allows you to view and edit event information. The event information is grouped into 11 sections: Details, Contact, Company, Food, Beverage Service, Kids/Dietary Needs, Table Configuration, Additional Services, Room Setup, Staffing, ...

The Addendum Text page allows you to edit the addendum text that appears on the bottom of the Event contract report when the “Show Event Agreement – Addendum Section” option is selected.  Basic Usage Location - Select a location for which you wou...

The Additional Services page allows you to set up additional services that may be offered during an event. Some examples of additional services could be flower arrangements, an LCD projector, or a lighted stage. There are two different levels of additi...

The Banquet Rooms and Offsite Locations page allows you to view, edit, delete, or create new banquet rooms and/or offsite locations that may be used to host events.  Searching for Banquet Rooms and/or Offsite Locations  Location - Select the loca...

The Beverage Services page allows you to set up beverage services that may be offered during an event. A beverage service is a customizable selection of beverages, grouped together at a price point that is offered by the location and/or company.  There...

The Cancellation Reasons page allows you to view, edit, deactivate, or create new cancellation reasons. A cancellation reason is an informational tag used to designate the reason for which an event was cancelled.  Basic Usage  Rows per Page - Adj...

The Companies page allows you to view, edit, delete, and create new companies.  Searching for a Company  Company - Enter the company name into this auto-fill field. As with any other auto-fill field, selections that match your typed information w...

The Contacts page allows you to view, edit, deactivate, and create new contacts.  Searching for a Contact Contact Search - If you only know part of a contact’s name, you can enter it into this field to search for all contacts that match your ente...

The Cover Letter Setup page allows you to add or edit the introduction and body text of the four types of cover letters: Inquiry, Proposal, Confirmation, and Final Bill - payment needed.  Basic Usage  Location - Select a location for which you wo...