Add Event Profile

Select the property on HK Home and click on EventKey Administration

The Event Sources page will be displayed.
Hover on Events Setup and select the option Event Profiles.

The list of Event Profiles created will be displayed.

Select the Add New tab to start creating a new Event Profile.

The screen to enter Basic Data for the Event Profile will be displayed.

Enter the App ID, Event Type, and Folio Type from the dropdown.









Once done, select Next.

The screen to enter Restrictions on the Event Profile will be displayed.

Toggle all applicable restrictions on.

Note: Restrictions toggled on are colour coded.

Select Next to continue.

Steps Configuration screen will be displayed.

Note: This is to create a custom process flow for the staff to follow when booking this type of event.

Select the Select Steps field to expand a list of available steps.

Select the desired step to add it to the process flow.

The selected step is removed from the select list and added to the process flow, as shown in the centre image at right.

Note: that steps added to the process flow can be reordered before the process flow is saved.

Continue adding steps from the list until all applicable steps are added.

Drag to Reorder - Use the drag handle at the left of a step to drag it to a new location in the list.

To Delete - Click on the icon in red to delete the step

When selections are complete and the step order is correct, select Next.

Screen to add Event Coordinators will be displayed.

Select the add icon in blue.

An add Coordinator form populates.

Select the applicable Role for the first Coordinator slot.

Select the applicable Coordinator name(s) for this Role.

Note: that more than one Coordinator can be assigned to each Role.

Select the add icon in blue to populate another row for adding a Coordinator Role, and complete following the same steps like the first Role.

When all applicable roles are added and Coordinators assigned, select Next.

Screen for Instructions Configuration will be displayed.

Select the add icon in blue.

An add Instruction form will populate.

Select the applicable Instruction item(s) for this event profile.

Note: More than one Instruction item can be added.

Turn the Required toggle on to make the Instruction item mandatory at the time of booking. Meaning that the guest or client must confirm having received and read the Instruction.

To Delete - Click on the icon in red to delete an instruction.

When all applicable Instruction items are selected and Required status(es) set, select Next.

Screen to add Event Sources will be displayed.

Select the applicable sources.

Select Save.

The popup will close and a success message will be displayed, indicating that the new Event Profile has been added to the list.

Note: The list of Event Profiles is sorted alphabetically by default.