Similar to the room block, you can add, edit and customize events to create a block to include in your Proposal.

Note
If a Sales & Catering system integration is in use; the relevant event block information is pre-populated. Changes to that information in Proposals will not update the Sales & Catering system.

Options

Uncheck this box to exclude your event block from this particular Proposal. This box is checked by default.

Event Date

The event date that displays matches the date you selected in Step 1 and cannot be changed here. However, see Change Event Date below to learn how you can change it within the event block.

Change Event Date

The event date you chose in Step 1 will appear in the date in the first row.

If you wish to change the event date,click on the date to open a calendar where you can choose a different date.

Add Your First Event

Enter the required fields for an event: start time, end time and name. For example, 8:00 AM, 9:00 AM and Breakfast. Optionally enter the room, type, rental fee, number of guests, setup and notes. Select Submit.

Add More Events for the Same Day

Select the Add icon next to the date to which you want to add more events.

Enter the content for the new event and select Submit. Regardless of the order you enter new events they will appear in order of the time they occur throughout the day. Repeat until you have entered all of your events for the day.

Copy Event

Use the copy icon to easily copy all events from one date to other dates.

Enter the date(s) to which you want to copy the events. Select Submit.

Edit/Delete Specific Event

Select the pencil icon in the row of the event you wish to edit or select the delete icon to delete in the row of the event you wish to delete.

Edit an Event Already Entered

Select the pencil icon next to the date of the event you wish to change.

To change the date of the event, select the calendar icon to open an interactive calendar. Choose a new date.

Select the disk icon to save the new date.

Or, select the cancel icon to cancel the date change.

Or, select the delete icon to delete the entire event.

You can also make changes to the content entered for the event (i.e., times, name, etc.). If you do so, select the disk icon to save your changes and exit the edit mode.

Show Fields

Check the columns you wish to include in your Proposal or uncheck the columns you wish to exclude.

Add a New Event for a Different Date

Select +Add New Event to create a new event for a different date.

Keep or change the event date. Enter the required content for the event and select Submit.

Add Comments to the Event Block

You may optionally add comments to the Comments block by typing them in or selecting stored content from the list below the editor.

• Proposals Step 4 - estimated costs & additional fields
• Proposals Step 4 - Save Your Event Block