Edit Event Records (Reservations)

Navigate to Home > Event Management

To begin, navigate to the Dashboard and use the Search box to locate the event.

Enter the full or partial Event Name into the search field. The system will display a list of matching events, or, if there is an exact match, it will appear directly.

Once you’ve identified the correct event, simply click on the event name to open it.

There are two primary ways to edit an Event Reservation.

1. Quick Edit:

The first method is by using the Quick Edit buttons, which are conveniently located within each section of the Event Reservation. These buttons allow you to make targeted updates—such as changing the event name, date, time, or other details—without navigating away from the main reservation screen.

This method is ideal for making fast, section-specific edits while reviewing the event.

When you click the Quick Edit button—such as in the Guarantee Information section—a dedicated edit screen will appear. This screen allows you to modify the specific fields within that section of the Event Reservation.

⚠️ Certain Edit Package workflows allow you to do much more than basic field updates. This flow unlocks advanced capabilities for managing complex setups, particularly when handling Day Delegate Rates (DDR).

💡 Example: Unbundling DDR Elements: Using the Edit Package flow, you can break down the package and assign individual components—such as the morning coffee break, buffet lunch, or breakout sessions—to different functional spaces across your venue.

How to access advanced component mapping:

1. Open the relevant Event Reservation.

2. Launch the Edit Package workflow.

3. Select the specific package components you wish to customize.

4. Assign each component to its respective functional space.

Once you've made the necessary updates, click the blue "Save Changes" button to apply your edits and return to the main Event Record.

The second way to edit an Event Reservation is by using the Edit Flow, which takes you back into the full event creation process.

2. Edit Flow:

1. In the upper-right corner of the Event Record screen, click the blue "Edit" button.

2. This action will launch the six-step event creation flow.

3. All existing information will be pre-populated in their respective fields, allowing you to review and update the event details as needed.

This method is ideal for making comprehensive edits that span multiple sections of the event, such as updating event dates, room blocks, or catering details.

⚠️ Important: While in the six-step event creation flow, you must click the blue "Next" button on each step to proceed through the process.

At the final step—the Review screen—click the blue "Confirm" button to save your changes.

This will complete the editing process and return you to the updated Event Record screen.

Document Visibility Toggles

Clicking the Gear Icon opens a settings menu with two key toggles designed to protect sensitive pricing details across your communications:

• Hide DDR Breakdown on Event Quotation Letter: What it does: Dynamically removes the itemized breakdown table from the Event Quotation Letter output.

• Hide DDR Rates on BEO: What it does: Dynamically hides the rates table across all formats of the Banquet Event Order (BEO), including both PDF and XLSX exports.

Why Use This Feature?

🔒 Professional Flexibility: Enabling these toggles ensures that granular breakdown details and pricing are only shared when necessary, allowing you to present a cleaner, more simplified summary to clients while maintaining full internal visibility.

How to Change These Settings

1. Navigate to the Event Details screen for your desired event.

2. Click the Gear Icon in the top section.

3. Toggle the desired visibility rules On or Off.

4. Generate or export your Event Quotation Letter or BEO as normal; the outputs will dynamically adapt to your choices.