• Meeting Attendees

    This article contains information about features in the 2024.2 release. Meeting Attendees enables users to add and manage meeting attendee data...


  • Track Ticketing and Performance Information on Events and Functions

    You can track ticketing information on your events and functions. Information you can track includes ticketing contacts, gross ticket sales, ticket...


  • Event Search Occurs On or Within Filter

    The Occurs On/Within date range filter returns events based upon the In Date and Out Date fields. If any portion of an event occurs between the dat...


  • Using the Events Screen

    The Events screen is the central location for all events. It contains all the event information and you can perform all actions related to an event...


  • Add an Event

    You can add events from many screens throughout the software. One of the most common places is from the Events screen. To add an event from the Eve...


  • Event Release Date Field

    The Release Date is an informational field used to indicate the date when space(s) booked for an event are considered to be available to be booked ...


  • Add a Booking to an Existing Event

    From the Edit Event window: Click the Events link from the Main Menu. The Events page opens. Select the event to add the booking. Right-click and ...


  • Edit Multiple Events

    You can edit the information for several events at one time using Edit Multiple. You cannot change the bookings on multiple events or change the ev...


  • Change the Price List on an Event

    You can change the price list on an event if there are no bookings with rates (resulting in Booking Orders) or statistics attached to the event whi...


  • Multiple Price Lists for an Event

    You can assign multiple prices lists for an event so only those price lists are available for orders you add to the event. This allows you to restr...


  • Copy Event Notes To Another Event

    You can copy event notes from one event to another.  Click the Events link from the Main Menu. The Events screen opens. Select the destination eve...


  • View Event Status Changes

    When an event status is changed, the information is recorded in the Audit Log. In addition, the Firm Date and Decision Date fields on the Edit Even...


  • Move In (or Out) Date/Time Cannot Be Later Than Start (or End) Date/Time Warning

    Event dates and times (In*, Start, End, Out*) must be in chronological order. One of the following warning messages displays when these fields are ...


  • Copy an Event

    You can copy an event to create a new event. This is helpful when creating events that are similar or if the same event occurs each year. To copy a...


  • Move Events

    You can move an event and all the date sensitive event information such as bookings and reminders to a different date and time using Move Event. Mo...


  • Event Seasons and Series

    Event Seasons and Series connect related events together for managing and reporting. For example, seasons of performances at a performing arts cent...


  • Event Cutoffs

    You can configure event cutoffs to prevent roles and/or users from performing certain actions when an event is at a certain status or within a cert...


  • Cancel or Lost Events

    If an event is no longer taking place, or if the event is no longer taking place in your venue, you can cancel the event. Cancelling an event immed...


  • Restore Cancelled Events

    You can restore cancelled events in the database. When restoring an event: Cancelled bookings for the event remain cancelled. Once you restore the...


  • Archive Events

    You cannot delete events but you can archive events you do not need to see on the Events screen. When archiving an event, it is removed from the Ev...


  • Event Statistics

    You use statistics to track numeric values related to an event such as Local Attendance, Paid Attendance, Number of Room Nights, etc. at four diffe...


  • Event Services

    Event Services allow you to manage third party participants who are involved in events at your venue, such as outside catering, florists, furniture...


  • Event Proposal Documents

    During sales process, you may send a proposal to a customer with the event details and pricing. You can set this document as a Proposal document in...


  • Event Calendar

    The Event Calendar provides a quick monthly overview of all the events that is very similar to the Outlook Calendar layout. On the left, there is a...


  • Event Profiles

    An Event Profile is a template of an event that you use to streamline the process of adding similar events or recurring events. You can create gene...