How to Create a Function through Search/Create/Edit

Click Create Function Reservation.

Link a profile to the Contact Information.

Link a Company/Agent/Source if required.

Enter a Booking Description and Reader Board if required.

In the Room and Rate section, click Options then Change.

• Enter the Start date and Time followed by the End Date and Time.
• Enter the Number of Delegates.
• Select the Specific Rate Plan.

Press Rate Plan Search and Select the Rate Plan.

Update the Status, Market Segment, Media Source Code, Function Type and Room Set Up.

Navigate to the Guarantee Tab and enter the Guarantee Type.

Assign Ledger account and PO Ref if required.

Use your Payment Gateway to perform an Account Check or Take a Payment if required.

Navigate to your Notes tab and enter any Function Notes.

• Remember these build your Function Sheets.

Navigate to your Upsells tab to add any additional charges not included in the Rate Plan

• If you require additional upsells, navigate here to learn how to build more products.

Save your Function.

Select Templates if you wish to send a Template Letter to the Contact

• If you require a new Template Letter, navigate here to learn how to build more Templates.