The following article describes how to add and manage catering and room setup requirements for events and then produce reports which include this information.
In this article:
- Add catering/room setup requirements for a new or existing event
- Edit catering and room setup options
- Report on catering and room setup requirements
Add catering/room setup requirements for a new or existing event
- Open the Events menu.
- Follow the process as described in the relevant create a new event article, or edit an existing event.
- On the Schedule step, from the Logistics section, click Add in the Catering details or Room setup instructions.
- Select the catering and room setup options you require. Note: You can edit the list of options by clicking Edit options while clicked into any of the fields.
- Add any additional information regarding the catering requirements in the comments field (optional).
- Complete the event creation process.
The added information will be displayed on the home page the event within the management platform. If an event has catering information, this will also be sent in the automated notification to the venue booking contact of the event (if it is a new event).
Edit catering and room setup options
The following process describes how to edit the catering and room setup options displayed in the dropdown list.
- Open the Events menu.
- Press More.
- Click Catering options or Room setup options.
- Add a new option by pressing Add Item. Enter the name of the new option and click Save.
- Delete an option by clicking on the option in the list. Click Delete.
- Rename an option by clicking Edit. Edit the name. Click Save.
- To reorder options in the list click on the item in the list and drag it to the new location.
Report on catering and room setup requirements
The event logistics report includes a list of upcoming events and sessions with the catering requirements and room setup information for each. The report includes a separate row for each day an event is running on. For example, if an event runs over two days there will be a separate row for each day.