Event Type

📆 Revision Date: 24 Oct 2025

In EventKey, an Event Type represents the category or classification of an event based on its purpose, format, or business function. Event Types help define the appropriate structure, workflow, and requirements for managing each type of event within the system.

Each Event Profile is built around a specific Event Type. The selected Event Type determines which screens, rules, and policies will be applied to events using that profile. This connection ensures that every event follows a consistent and appropriate process based on its classification.

For example, a Wedding may require different coordinators, contracts, and room setups than a Corporate Meeting. By linking the Event Profile to the correct Event Type, EventKey can automatically apply the right templates, steps, and configuration—streamlining operations for both sales and service teams.

🛑 Prerequisites

Before creating an Event Type, the following items must be set up in advance to ensure proper configuration and functionality:

1. Cut-Off Policy

Why it’s needed:
When an Event is created using an Event Type, the system will automatically apply the default Cut-Off Policy associated with that Event Type.
Action required:
Create the required Cut-Off Policy before setting up the Event Type.

2. Event Amenities

Why it’s needed:
Any Event Amenities linked to an Event Type will automatically populate in the BEO (Banquet Event Order) when the event is created, ensuring consistency and saving time.
Action required:
Create the necessary Event Amenities prior to linking them to an Event Type.

Navigate to Home > Event Administration > Event Setup > Event Type	Event Setup > Event Type
Accessing and Creating Event Types The Event Types screen displays a list of all existing event types available for use with an event. To create a new event type: Navigate to the Event Type screen. Click the blue Add New button in the top-right corner to begin creating a new event type.	Event Type: Create New Type
Adding a New Event Type When you click Add Event Type, the Add Event Type screen will appear. Complete the fields below to configure the new Event Type: 1. Name Enter a clear and descriptive name for the Event Type. Example: `"Full Day Meeting"` 2. Code Provide a unique code or internal identifier for the Event Type. This helps with system tracking and reporting. 3. Cut-Off Policy Use the dropdown menu to select the Cut-Off Policy that should be applied by default when this Event Type is used. 4. Public Space Price Plan (Not in Use) Leave this field blank. This setting is currently not used. 5. Public Package Price Plan (Not in Use) Leave this field blank. This setting is currently not used. 6. Amenities Select the standard (included) amenities that should automatically populate when this Event Type is used in an event. These will appear on the BEO and other event documentation. 7. Description Add a brief description of the Event Type to provide context or internal notes for users. Once all required information is entered, click the blue “Save” button to create the Event Type.	Event Type: Add Event Type
Confirmation After saving, you will be returned to the Event Type listing screen. Your newly created event type will now appear in the list and is available for selection when creating the Event Profile.	Event Type: Event Type Created
🔄 Inactivating a Event Type To deactivate a event type: From the Event Type listing screen, locate and select the Event Type you wish to inactivate. In the header, click the Active toggle to switch it off. Once inactivated, the event type will no longer appear in the Event Type listing and will not be available for selection on new events.	Event Type: Select Event Type Event Type: Active Toggle Event Type: Event Type Inactivated & Removed
🔁 Reactivating an Inactive Event Type To reactivate a event type: Navigate to the Event Type listing screen. Use the filter option to display All or Inactive event types. Active types are marked with a green sidebar. Inactive types are marked with a grey sidebar. Locate the inactive event type you wish to reactivate and click to open it. In the header, toggle the Inactive switch to ON. The event type is now reactivated and will appear in the main Event Type listing screen, making it available for use again.	Event Types: Filter Event Types: Select Event Type to Reactivate Event Type: Inactive Toggle Event Type: Event Type Reactivated