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      Adding an Event Template to a Booking or Quote

      Starting your booking or quote by adding an event template will auto-populate the default inclusions of an event type or event package allowing you to save time and still allowing you customise the event to client requirements

      To use an Event Template for a quote or booking, you will first need to Create an Event Template.   This will be a preset the event session structure and optional inclusions, potentially consisting of sessions times, room layouts, room hire, food and beverage, resources and set up requirements that are consistent for an event style or event package.

      Once you have created a template: 

      1. Start a new quote or booking

      2. Select a Booking Type (Simple/ Detailed) - Event Templates when set up are defined to either a simple or detailed booking style.

      3. Select the required template from the dropdown window

      4. Confirm the price for the template. This will either be a per-person price or a fixed rate depending on how you created the template

      5. When changing the price, the system will automatically reallocate the cost center revenue allocation. You are able to manually reassign revenue as required. You will be prompted with an error if the Sales Price does not total the sum of the cost center allocations

      6. If you wish to include the accommodation block costs within a template, for example, a 24-hour rate, ensure that you select Accommodation Included = YES. This will show the accommodation as included in the template price.

      To add an Event Template to an Existing detailed Booking

      1. Navigate to your Quote or Booking

      2. Click on the Details Tab

      3. Select Has Event Templates = YES



      4. Click Save

      5. Click on Event Templates

      6. Click Add Event Template



      To add an Event Template to an Existing simple Booking

      1. Navigate to your Quote or Booking

      2. Click on the Details Tab

      3. Select Has Event Templates = YES



      4. Click Save

      5. Click on Event Templates

      6. Click Add Event Template 

      7. Select the event template