Menu

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.

Accessing the Menu Section

On an Event Record (Reservation):

1. Scroll to the bottom of the Event Record page.

2. Locate the Menu section.

3. Click on "Menu" to expand and open the section.

Steps to Attach a Menu:

1. Navigate to the Menu section within the Event Record.

2. Click the blue "Add New" button.

3. A list of pre-defined banquet menus will appear.

4. Locate the desired menu and click the blue "Attach" button to add it to the event.

Once attached, the menu becomes part of the Event Record and can be sent to the client for review.

Managing the Banquet Menu in the Event Record

Once a menu has been attached to the Event Record, it will appear in the Menu section.

A toolbar will be displayed with the following action buttons:

• Send – Email the banquet menu directly to the client.

• View – Open and preview the banquet menu on your screen.

• Download – Save a PDF copy of the banquet menu to your device.

• Trash – Remove the banquet menu from the Event Record.

⚠️ Note: Deleting a menu from the Event Record does not delete it from the system—it only removes it from this specific event.

Sending the Banquet Menu via Email

You can easily email the selected banquet menu to your client directly from the Event Record.

Steps to Send the Menu:

1. In the Menu section, locate the menu you want to send.

2. Use the checkbox to select the desired menu.

3. Click the ✉️ (mail icon) to open the email window.

Complete the Email Details:

• To:
  Use the dropdown menu to select the recipient's email address.

• CC / BCC (Optional):
  You may also select additional recipients using the CC or BCC dropdowns.

• Subject:
  Enter the subject line for the email.

• Body:
  Enter the message you’d like the client to see in the body of the email.

  Tip: Be clear and concise—this is a client-facing message.

• Attached Menu Files:
  The selected menu will automatically be attached to the email as a PDF.

Send the Email:

Click the blue "Send" button to email the banquet menu to the client.

Steps to View:

To view the menu, use the checkbox to select the desired menu then click on the 👁️ icon. The document will open in PDF.

The menu will open in a PDF viewer. From here, you can choose to either:

• Print the Menu directly by clicking the print icon in the PDF viewer toolbar.

• Download the Menu to your computer by clicking the download icon (usually represented by a downward arrow). Save the file in a location you can easily access later.

Once downloaded, you can attach the Menu to an email and send it to the client from your email inbox.

Tip: When saving the PDF, use a clear file name that includes the event name and date to help with future reference.

Steps to Download:

1. Locate the menu you wish to download. Use the checkbox to select the desired menu.

2. Click the ⬇️ (Download) icon next to the menu.

The menu will automatically download as a PDF file to your computer.

After Downloading:

Once the PDF opens in your browser or PDF viewer, you can:

• Print the Menu
  Click the Print icon in the toolbar to print a hard copy.

• Save the Menu to Your Computer
  Click the Download icon (usually a downward arrow) to save the file. Choose a location where you can easily find it later.

• Send via Email
  After saving the PDF, you can attach it to an email and send it directly to the client from your email inbox.

💡 Tip:

When saving the PDF, use a clear and consistent file name—such as the event name and date—to make it easy to reference later (e.g., SmithWedding_1025_Menu.pdf).

Steps to Delete a Menu:

1. In the Menu section, locate the menu you wish to remove.

2. Use the checkbox to select the menu.

3. Click the red 🗑️ (Trash) icon to begin the deletion process.

4. A Delete Confirmation window will appear.

5. Click the red "Delete" button to confirm.

The menu will now be removed from the Event Record. This action only affects the selected event—it does not delete the menu from the system entirely.