Event Planner: Event Setup Screen

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(New page: The Event Setup screen is displayed when you create a new event or when you view an existing event. When creating a new event, it enables you to provide details about the overall event (de...)
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;"></td>
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Event Type</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;"></td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Select the type of event.</td>
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Bride</td>
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Event Type Select the type of event.
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<td style="padding: 3px; text-align:left; font-size: 9pt;">If this is a wedding, enter the name of the bride.</td>
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Bride If this is a wedding, enter the name of the bride.
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Groom If this is a wedding, enter the name of the groom.
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Event Name Enter a unique name for the event. This is a required field, and will be used as the event name for searches. This a required field.
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Groom</td>
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Event Date Enter the date for the event. You can use the calendar button to select a date.
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<td style="padding: 3px; text-align:left; font-size: 9pt;">If this is a wedding, enter the name of the groom.</td>
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Event Time Enter the time for the event.
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</tr>
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Color or Theme Enter information about the event's color or theme.
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<tr style="background:#f2ebd8;">
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Send Proposal To Enter the name of the person who should receive the proposal. This is a required field.
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Event Name</td>
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Address Enter the street address of the person to whom you are sending the proposal.
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Enter a unique name for the event. This is a required field, and will be used as the event name for searches. This a required field.</td>
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City/State/Postal Enter the city, state/province, and ZIP/postal code for the person to whom you are sending the proposal.
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</tr>
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Home Phone Enter the home phone number for the person to whom you are sending the proposal.
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Work Phone Enter the work phone number for the person to whom you are sending the proposal.
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Event Date</td>
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Cell Phone Enter the cell phone number for the person to whom you are sending the proposal.
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Enter the date for the event. You can use the calendar button to select a date.</td>
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Email Address Enter the email address for the person to whom you are sending the proposal. If you will be emailing the proposal, this field is required.
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Store Name If you are in a multistore environment, select the store with which this event is associated.
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<tr style="background:#f2ebd8;">
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Employee Select the name of the employee who is creating this event.
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Event Time</td>
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Cover Letter Name Select the cover letter that will be used for this event.
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Enter the time for the event.</td>
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Discount In this area, select if you want a discount applied if the event is booked within a certain timeframe of receipt of the proposal. If there is a discount, enter the percentage for the discount and the number of days from receipt of the proposal that the discount will be honored.
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</tr>
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Deposit In this area, select if you are requiring a deposit for the event. If so, select whether you require a dollar amount or a percentage of the total event cost, and then enter the percentage or dollar amount as appropriate. Enter the number of days prior to the event when the remaining balance for the event is due.
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Color or Theme</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Enter information about the event's color or theme.</td>
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</tr>
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Send Proposal To</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Enter the name of the person who should receive the proposal. This is a required field.</td>
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</tr>
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Address</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Enter the street address of the person to whom you are sending the proposal.</td>
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</tr>
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">City/State/Postal</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Enter the city, state/province, and ZIP/postal code for the person to whom you are sending the proposal.</td>
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</tr>
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<tr>
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Home Phone</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Enter the home phone number for the person to whom you are sending the proposal.</td>
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</tr>
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Work Phone</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Enter the work phone number for the person to whom you are sending the proposal.</td>
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</tr>
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Cell Phone</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Enter the cell phone number for the person to whom you are sending the proposal.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Email Address</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Enter the email address for the person to whom you are sending the proposal. If you will be emailing the proposal, this field is required.</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Store Name</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">If you are in a multistore environment, select the store with which this event is associated.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Employee</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Select the name of the employee who is creating this event.</td>
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</tr>
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<tr>
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<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Cover Letter Name</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Select the cover letter that will be used for this event.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Discount</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">In this area, select if you want a discount applied if the event is booked within a certain timeframe of receipt of the proposal. If there is a discount, enter the percentage for the discount and the number of days from receipt of the proposal that the discount will be honored.</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Deposit</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">In this area, select if you are requiring a deposit for the event. If so, select whether you require a dollar amount or a percentage of the total event cost, and then enter the percentage or dollar amount as appropriate. Enter the number of days prior to the event when the remaining balance for the event is due.</td>
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</tr>
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</table>
==Event Life Cycle==
==Event Life Cycle==

Revision as of 10:53, 12 September 2011

The Event Setup screen is displayed when you create a new event or when you view an existing event. When creating a new event, it enables you to provide details about the overall event (details about event locations and products for events are configured on subsequent screens). You can also access the event life cycle from this screen.


Event Setup

Field/Setting Description
Event Type Select the type of event.
Bride If this is a wedding, enter the name of the bride.
Groom If this is a wedding, enter the name of the groom.
Event Name Enter a unique name for the event. This is a required field, and will be used as the event name for searches. This a required field.
Event Date Enter the date for the event. You can use the calendar button to select a date.
Event Time Enter the time for the event.
Color or Theme Enter information about the event's color or theme.
Send Proposal To Enter the name of the person who should receive the proposal. This is a required field.
Address Enter the street address of the person to whom you are sending the proposal.
City/State/Postal Enter the city, state/province, and ZIP/postal code for the person to whom you are sending the proposal.
Home Phone Enter the home phone number for the person to whom you are sending the proposal.
Work Phone Enter the work phone number for the person to whom you are sending the proposal.
Cell Phone Enter the cell phone number for the person to whom you are sending the proposal.
Email Address Enter the email address for the person to whom you are sending the proposal. If you will be emailing the proposal, this field is required.
Store Name If you are in a multistore environment, select the store with which this event is associated.
Employee Select the name of the employee who is creating this event.
Cover Letter Name Select the cover letter that will be used for this event.
Discount In this area, select if you want a discount applied if the event is booked within a certain timeframe of receipt of the proposal. If there is a discount, enter the percentage for the discount and the number of days from receipt of the proposal that the discount will be honored.
Deposit In this area, select if you are requiring a deposit for the event. If so, select whether you require a dollar amount or a percentage of the total event cost, and then enter the percentage or dollar amount as appropriate. Enter the number of days prior to the event when the remaining balance for the event is due.


Event Life Cycle

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