Booking events grid
The booking events grid provides you with a central location for managing an entire program of events. Several tools are available within the grid to help you create, modify, and detail events.
To access the events grid, click the Manage Events button on the Booking page.
Buttons
Button | Description |
New Event | Adds a blank row to the top of the grid where you can create a new booking event. Tab through each field to enter the event details. You can also press CTRL+E to create a new event. |
Clone Events | Opens the Clone Events window where you can copy selected events to subsequent days in the booking. |
From Existing Booking | Opens the Booking Event Search window where you can search for existing bookings and copy the events into this booking, including events at other properties. |
Edit Multiple | Opens the Edit Multiple Events window where you can bulk update selected events with the same change. For example, if you want to move a meeting and two breaks from the Swan Ballroom to the Maple Room, you can use the Edit Multiple button to automatically apply that change to those events. |
BEO | Lets you do the following: |
Change Log Entry | Lets you create a Change Log Entry on the event(s) you have selected. |
Delete |
Deletes each event whose check box is selected. By default, only the booking owner or a Corporate Administrator can delete events. However, your Corporate Administrator can enable an org-wide option that also allows users who are sourced on the booking to delete its events. |
Save | Saves your changes. |
Cancel | Discards your changes without saving. |
Refresh | Refreshes the event information in the grid. When you create an event using the Function Diary on the Booking page, you may need to click the Refresh button to display that event in the events grid. |
Search/Filter | Lets you find specific events to work with. This is helpful for large programs with more than 50 events (the maximum number that can be displayed at one time in the grid). Click the Search/Filter button to display the following search criteria fields:
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Property picklist | By default, the booking's property is displayed. If the booking has events at a different property, you can use the picklist to select that property and view its events in the grid. |
Page field and arrow buttons (located below grid) | If you're working with a large program that has more than 50 events, you can use the Page field and arrow buttons below the grid to page through the list. You can also use the vertical scroll bar to view additional events. |
Views picklist and Save View button (located below grid) | You have five predefined views to help you detail and manage your events. You can customize these views by sorting the information in a column, changing the order of the columns, or selecting which types of information are displayed.
Once you've set up a view to your liking, click Save View. Your changes are applied to that view and will display as saved each time you open the grid. You can always return to the default settings by clicking the Save View down arrow and selecting Reset View. You may want to change the name of a view to something more meaningful to you (for example, Enter GTDs and Actuals, Detail BEOs, or Manage Option Events). To change the name of a view, click the Save View down arrow and select Rename View. Enter the new name and click OK. To make your favorite view the default, click the Save View down arrow and select Default View. Each time you open the Booking Events grid, your event details will appear exactly as you want them. |
Show Revenue Details | Opens the Revenue Details window. This makes it easy to provide your customers with a quick estimate of charges for any event on the booking. The Blended column displays the event's forecasted revenue until the event has been marked done. A few things to keep in mind:
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Columns
The following columns can be added to the booking events grid. To do so, hover over any column header in the grid, click the drop-down arrow, point to Columns, and select the check box next to each column you want to display. To remove a column from the grid, clear that check box. After you've set up the grid to your liking, you can save that view.
Field | Description |
Action | The Action column is required and cannot be removed from the grid. It includes two links: View - Opens the Booking Event page where you can view and edit the event details. Items - Opens the Manage Menus and Items page where you can work with the event's BEO. A visual indicator next to this link lets you know whether or not there are items on the event. If there are items, a solid blue circle is displayed. If there are no items, you'll see a hollow blue circle. To see how many items are currently on the event, add the Total Event Items column to the grid. Each item associated with a detailed menu is counted individually. |
Actual | The total number of guests who attended the event. You can enter the actual attendance for both non-package and package events. (The actual attendance for a package event is not driven by the package attendance.) |
Actual Revenue | Actual Revenue columns are available for each of your corporate revenue classifications as well as an Actual Revenue Total for the event. These read-only fields reflect the BEO information displayed on the Manage Menus and Items page. Actual Revenue = (Actual Quantity * Item Unit Price or Menu Revenue Breakdown) The Actual Revenue Total for the entire booking is displayed in the status bar at the bottom of the grid. You can also click Show Revenue Details to view the actual revenue for each event at the current property. For cross-property bookings, select the property whose events you want to view before clicking Show Revenue Details. |
Agreed | The total number of guests the customer has stated will be attending the event. |
Apply Admin & Gratuity to Disc Price | Defaults to No, meaning admin and gratuity are controlled at the menu and item level. To calculate admin and gratuity using the discount price of all menus and items on the event, select the check box to set the option to Yes. See Apply admin and gratuity to discounts. When this option is set to Yes, you cannot override it on the individual menu or item—it's all or nothing for the entire event. |
BEO | Displays the BEO# the event has been assigned to. Clicking this link opens the Preview & Merge window where you can modify the menus and items on that BEO and merge the BEO. |
BEO Revised Date | The date and time the BEO was most recently marked revised (read-only). This time stamp will appear on the merged BEO. |
Blended Revenue | Blended Revenue columns are available for each of your corporate revenue classifications as well as a Blended Revenue Total for the event. These fields can be used to track an event's forecast revenue until the event is marked done. At that point, the event's actual revenue will be displayed in the Blended Revenue fields. The Blended Revenue Total for the entire booking is displayed in the status bar at the bottom of the grid. You can also click Show Revenue Details to view the blended revenue for each event at the current property. For cross-property bookings, select the property whose events you want to view before clicking Show Revenue Details. |
Booked Revenue | Booked Revenue columns are available for each of your corporate revenue classifications as well as a Booked Revenue Total for the entire event. These read-only fields reflect the BEO information displayed on the Manage Menus and Items page. Booked Revenue = (Booked Quantity * Item Unit Price or Menu Revenue Breakdown) To see the booked revenue for events at the current property, click Show Revenue Details. For cross-property bookings, select the property whose events you want to view before clicking Show Revenue Details. |
Booking Packages | When you add a package to a booking, the Booking Packages column will be displayed in the events grid. You can use this column to open the Booking Package Attendance page, to associate an event to any of the booking's packages, or to disassociate the event from a package. |
Diagrams | When integrated with Delphi Diagramming the Diagrams column displays in the events grid. This column shows whether a diagram in Delphi Diagramming is associated with the event. |
Distributed | When set to Yes, indicates the BEO has been completed and distributed to banquets. |
Done | When set to Yes, indicates the BEO has been detailed and is ready to be distributed. The following changes also occur:
After an event has been marked done, any changes to the BEO should be logged in the Change Log section. |
Event Classification | The event type. Your administrator can configure each event classification to auto-populate the following columns in the grid:
Menus and items can also default from the event classification. The item indicator next to the event lets you know if an event has items on it. If there are items on the event, you'll see a solid blue circle—otherwise, a hollow blue circle is shown. If the Total Event Items has been added to the grid, you can also see how many items are on the event. Each item associated with a detailed menu is counted individually. When Update Booking Event Average Checks is selected on the Property page, the average checks for an event will automatically update each time the event classification is changed. |
Event Status | By default, the status of an event is set to correspond with the status of its associated booking. Each time you change the status of the booking, its associated events will automatically update to display that status. There may be some instances when you want to manage the status of an event separately from the booking. For example, you might have a definite booking, but one of its events is currently tentative. Or, you might need to cancel an event on a definite booking that is still happening. You can do this using the Event Status column in the grid. The status of a booking event cannot be higher than the status of its associated booking. For example, if a booking is tentative, you cannot change the event status to Definite. |
Expected | The total number of guests you expect to attend the event. |
Forecasted Avg Check | Forecasted Average Check columns—as well as Avg Check Factor columns—are available for each of your corporate revenue classifications. These columns display the default average checks that have been entered by your administrator for each event classification. If needed, update this information to reflect the group's true spending. This ensures that your forecast reporting is as accurate as possible. The Forecast Revenue Total for the entire booking is displayed in the status bar at the bottom of the grid. To see the forecast revenue for individual events, do one of the following:
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Function Room | If there's a conflict with the function room you select for the event, you will see a warning icon in the grid, and the event will be moved to the Unassigned room. To avoid conflicts, check availability before blocking function space. You can use the Function Diary on the Booking page or the Availability page. Each time you view the Function Diary, double-check the Function Room Group filters that are being applied. You may need to change those filters to get a complete picture of all the events that are holding space at the property. Learn more about conflict checking. When you save the event, we check for any conflicts in that function room. If there is a conflict with another event, a warning icon will be displayed, and your event will be moved to Unassigned. Hover over the icon to learn more about the conflict. You must move the event out of Unassigned and into an available function room to ensure that it blocks space at your property. See Resolve booking event conflicts.
Additionally, if the Create Options on Conflict feature is enabled, the event will be automatically added to the original function room's waitlist as an option should that room become available. See the Function Room Option field. Depending on your property's configuration, prospect events may or may not be included in conflict checking. Please speak with your administrator. |
Function Room Option | The function room the group would like to book if it becomes available. The event has been added to this function room's "waitlist" as an option should the room become available. See Manage option events. If the Create Options on Conflict feature is enabled at your property, we will automatically add an event to a function room's waitlist when a conflict occurs. You must still move the event from the Unassigned room to an available function room; however, if the Function Room Option becomes available, you and your catering team can decide which waitlisted events to move into it. |
Function Room Setup | Defaults from the event classification if available; otherwise, defaults from the function room. The maximum and minimum capacities for the function room setup are used in conflict checking. If a setup is not selected, the function room's default capacities are used instead. |
Guaranteed | The total number of guests the customer has guaranteed for the event. |
Moveable | Select to indicate the event can be moved to another function room, if needed. |
Name | The event name. |
Option Number | Enter a number that represents the priority of the waitlisted event in the Function Room Option. This will help your catering team determine which events should be moved into the function room if the primary event cancels. |
Override | When you change the Event Status so it no longer corresponds with the booking status, the Override column is automatically set to Yes. When a booking is lost, cancelled, or turned down, the status of all its events will reflect that booking status even when Override is set to Yes. |
Post | Defaults from the event classification. When selected, the event will be displayed in the Event Posting report. |
Rental | Defaults from the selected function room. Can be modified as needed for Per Event or Per Person. If you're using package events, do not enter a default rental rate on the Function Room page. Instead, function room rental should be entered as a per person amount on the package event revenue breakdown. For example, the revenue breakdown for a meeting might allocate 10.00 per person to Function Room Rental. This ensures that room rental revenue is calculated accurately on the package. |
Revised BEO | Indicates the BEO has been revised. This is a read-only check box that can only be selected by clicking the Revise BEO button at the top of the page. When a BEO is marked revised, the printed BEO can include the text "Revised" along with the corresponding date and time. If you mark a BEO revised by mistake, you'll need to click the Undo Revise BEOs option in the Manage Events or Manage Menus and Items window. The Distributed check box must be selected before you can mark a BEO revised. |
Set | The total number of seats to be set for the event. |
Setup/Teardown Duration | Defaults from the function room setup if selected; otherwise, defaults from the function room. Can be modified, as needed. Setup and Teardown Duration values are specified in minutes and are added to the event block in the Function Diary. See Navigate the Function Diary. Setup and teardown times are included in conflict checking. If there is a conflict with these times, a notification will be displayed in the Event Messages section of the Booking Event page. Your booking event will remain in the selected function room, however, and will not be moved to the Unassigned room. For more information, see Conflict checking. |
Start/End Date | Defaults from the booking's arrival date. |
Start/End Time | Defaults from the selected event classification (if available). An event's times are based on the time zone of the property where it is created. For example, you are located in Boston but you are creating a booking event at your sister property in Seattle. When you set the start time of the event to 10:00 AM, the Seattle property's time zone is used (PST - Los Angeles) rather than your time zone (EST - New York). |
Tax Group | Defaults from the property. Indicates which taxes should be applied to the event. This value can be changed as needed. For example, to make an event tax exempt, change the value here from your default tax group to a tax exempt group. |
Total Event Items | Displays the number of items that are currently on the event. Use this field along with the item indicator to help you determine which events still need to be detailed. Each item associated with a detailed menu is counted individually. |
Right-click options
The following options are available when you right-click an event in the grid. Some options can be applied to multiple events (for example, Clone Events). To do so, select the check box next to each event and then right-click one of those events to access the right-click options.
Because some options are available only from the Manage Events page, the location of each one is noted.
Option | Description | Location |
View | Opens the Booking Event page where you can view and edit the event details. | Booking page Manage Events page |
Items | Opens the Manage Menus and Items page where you can work with the event's BEO. | Booking page Manage Events page |
New Event | Adds a blank row to the top of the grid where you can create a new event. | Booking page Manage Events page |
Clone Events | Opens the Clone Events window where you can copy selected events to subsequent days in the booking. | Manage Events page |
Edit Multiple | Opens the Edit Multiple Events window where you can bulk update selected events with the same change. For example, if you want to move a meeting and two breaks from the Swan Ballroom to the Maple Room, you can use the Edit Multiple button to automatically apply that change to those events. | Manage Events page |
Quick Clone | To Same Day - Copies the selected events to the same day. To Next Day - Copies the selected events to the following day. |
Booking page Manage Events page |
BEO | Lets you do the following: | Manage Events page |
Delete | Deletes each event whose check box is selected. By default, only the booking owner or a Corporate Administrator can delete events. However, your Corporate Administrator can enable an org-wide option that also allows users who are sourced on the booking to delete its events. |
Booking page Manage Events page |
Change Log Entry | Lets you create a Change Log Entry on the event(s) you have selected. | Manage Events page |
Refresh | Refreshes the event information in the grid. When you create an event using the Function Diary on the Booking page, you may need to click the Refresh button to display that event in the events grid. |
Booking page Manage Events page |
Function Diary | This option is available only when you right-click a blank space in the events grid. Opens the Function Diary for the current booking in a new browser tab. | Booking page Manage Events page |
To sort the information in a column, click the down arrow next to the column header and then click Sort Ascending or Sort Descending. When you sort the events in the grid, they will also be sorted in ascending order by Start Date and Start Time (regardless of the direction of the primary sort). For example, if you sort by Event Classification, all events within each classification will be displayed in ascending order according to their Start Date and Time. This sorting applies to every column header in the grid except Function Room. Instead of Start Date/Start Time, the Function Room column has a secondary sort of Function Room Setup. In this case, the Setup sort will always follow the direction of the Function Room sort (ascending or descending).
When you click the New Event button, a blank row is added to the top of the events grid. Creating the event is as easy as tabbing through the fields to enter the event details and then clicking Save. Some of the fields may auto-populate for you depending on how your administrator has configured your event classifications and function rooms (see Navigating the Manage Events page above). When you're finished, click Save.
After you save the event, it will sorted chronologically by start date and start time. Additionally, two Action links will be displayed next to it:
- View opens the Booking Event page where you can view the event's complete details, including forecasted and actual revenue and related activities.
- Items open the Manage Menus and Items page where you can add menus and items to the event.
Before you save an event, you'll notice red triangles in the upper-left corner of each field. These indicate unsaved changes and will disappear once you click Save.
The editable events grid makes it easy for you to enter changes to multiple events. Tab through the fields in the grid, enter the updated information, and then save your changes. You can also move through the list of events using the Up and Down arrow keys on your keyboard. For example, to set the guarantee to 35 for a breakfast and to 50 for the rest of the day's events, just click in the Guaranteed column for the first event, enter the attendance, and then press your Down arrow key to move down to the Guaranteed field for the next event. When you're finished, click Save
While you're reviewing the program, you may find that you need to apply the same change to multiple events. Let's say you want to move the meeting and both breaks from the Swan Ballroom to the Maple Room. You could manually edit the Function Room field for each event, or you could save more time and click the Edit Multiple button on the Manage Events page to automatically apply that change to all selected events. Learn more.
If your program includes recurring events with the same BEO requirements, you can detail the first day and then copy those events to subsequent days. For example, a four-day program may have the same continental breakfast, meeting, and breaks each day. Rather than recreating each of those events and adding the same menus and items, you can copy the events—along with their menus and items—to any number of days. On the Manage Events page, select the events you want to copy and click Clone Events . By default, we will create copies of the events through the booking's departure date; however, you can choose to copy using a custom date range. Learn more.
You can also copy events on a day-by-day basis using the Quick Clone feature.
You can clone an event from any booking—if you can view the booking, you can copy its events—including events that are at a different property.
For example, your customer held a five day meeting last year at The City Hotel. This year they want to have the same program, but at The Beach Resort. Instead of recreating the entire program, search for last year's booking at The City Hotel and then clone the events to this year's booking at The Beach Resort.
- Click the Booking Event Search button on the right side of the page.
- Enter your search criteria and click Go.
A nice shortcut is to click the drop-down arrow next to the Booking field to see the last 25 bookings you viewed. Can't find what you're looking for? Type the name of the booking in the Search box and press Enter. A blue dot next to the booking name indicates the booking has events.
- Select the events you want to clone and then click the + Add Events to Booking button in the top left corner of the Search window.
The cloned events are added to the booking and you can see them in the Manage Events Grid where you can update the event date, function room, and other details as needed.
By default, only the booking owner or a Corporate Administrator can delete events. However, your Corporate Administrator can enable an org-wide option that also allows users who are sourced on the booking to delete its events.
To delete an event, select is check box and click Delete. You can also right-click the event and click Delete.
Once you've finished detailing your events, you can batch merge them directly from the Manage Events page. This is a significant time-saver since you no longer have to merge each individual BEO before running your batch. Simply click the BEO button on the toolbar and use its options to do the following:
- Assign selected events to a BEO#.
- Preview each BEO and make any changes as needed.
- Batch merge the BEOs.
If you later decide to move an event to a different BEO, you can quickly reassign it to a different BEO# and then merge again.
- Click in the BEO column in the events grid and select the appropriate BEO number. The list shows all BEO numbers created for the current booking.
- Click Save, and then click Yes to confirm that you want to reassign the event.
- Click in the BEO column in the events grid and press the Delete key to remove the number.
- Click Save.
After the BEO has been distributed to your operations team, if a customer requests changes, you will make the changes to the event and use the Change Log to record and communicate these requests. Let's say the customer has just called and the start time for the Lunch needs adjusting to 12:30 PM instead of 1:30 PM. You will manually adjust the event start time and then Click Save, if the event has been marked distributed you will receive a prompt to remind you to record a Change Log Entry.
To record the Change Log Entry:
- Select the event you have just amended.
- Click Change Log Entry.
- Enter the change details. Learn more.