Event Planner: Creating a New Event

From FloristWiki

To create a new event:

1. On the Event Planner Dashboard, click New Event. The Event Setup screen opens.
2. In the Event Setup area, enter information about the event. At a minimum, you must enter a name for the event, the date of the event, the person to whom the proposal should be sent, and your employee name.
3. Click Locations to display the Locations screen. From this screen, you configure the first (and perhaps only) location for the event. It is highly recommended you enter Church, Reception Hall, etc., as the Location Description, as this will be included on the proposal.
4. When you have finished entering details about the proposal, click Save. The Locations screen reloads displaying the location you entered and providing you with the ability to add additional locations.
5. Once you have finished entering the location or locations for the event, click Personal Flowers, Ceremony, Reception, or Party or Other to enter products for the event. If the event is not a wedding, you should enter all products under Party or Other; if the event is a wedding, the Personal Flowers screen is for carried flowers (bouquets, corsages, boutonnieres, etc.), the Ceremony screen is for flowers & equipment at the ceremony, and the Reception is for flowers & equipment at the reception.
6. When you have finished entering all products and rental equipment for the event, click Proposal to display the Proposal screen and see a preview proposal.

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