In the club dashboard, go to Banquets, Events, and then click “+ New Event” in the top right-hand corner. This will prompt you to enter preliminary event details such as a name, type, and date for the event, as well as the customer information. Once complete, it will bring you to your new event’s dashboard.
<aside> 💡 Clubs can create individual banquet event types that can be tied to specific option groups, questions, waivers, or accounting rules by default. There is no limit to the number of event types you can create (wedding, corporate event, school prom, gala, etc)
</aside>
After you have created the event, you’ll see the full banquet event order for this event. The BEO is a document that contains the details of your event and serves as a guideline to align the event planner and the host. It can be managed, previewed, and shared all from the Clubspot dashboard.
To add a product to your event, click in to the appropriate section (Food, Bev, or Other) and select the “ + Add ___” button from the right hand side. You’ll be able to choose a product from the club’s entire product library, following which you can adjust the price and quantity.
If the event type has been assigned any option groups, they will appear after the products on the BEO. If you need to limit the number of options available for selection, you can do so in the Products, Option Groups settings. The options in an option group do not have prices attached.
Internal Notes are visible only to the admin. Special requests are visible to the admin and the host customer.
<aside> 🗣 To share the BEO with a customer, click on the “manage order” button at the top of the page. Turn the ‘share with customer’ switch on if you would like the customer to be able to view the full event order. If this switch is off, the customer cannot view event order details.
</aside>