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Other Policy Text Setup

📆 Revision Date:

Select the property on HK Home and click on EventKey Administration

Screenshot 2024-04-23 at 2.32.19 PM (2).png

Hover on Policies and select the Other Policy Texts option.

Space Type Page - Policies Menu Expanded

Space Type Page - Policies Menu Expanded

A popup activates, with panels for entry of Agreement Text, Confirmation text, BEO (Banquet Event Order) Policy text, and Folio Thank You Text.

Note:These are the default messages added to the booking agreement, confirmation notice, BEO policy disclosure, and final (paid) invoice, respectively.

The Agreement Text panel is open by default.

Enter desired Agreement Text.

Text Panels Popup - Agreement Text

Text Panels Popup - Agreement Text

Select the Confirmation text panel to enter any desired Confirmation text.

Text Panels Popup - Confirmation text

Text Panels Popup - Confirmation text

Select the BEO Policy panel to enter any desired BEO Policy text.

Note: The dynamic data fields can be used in these text panels, as indicated by inclusion of the <Number> dynamic data field, which automatically populates the correct Confirmation Number for the selected client at the time the BEO disclosure is printed.

Text Panels Popup - CEO Policy, Dynamic Data Field Example Shown

Text Panels Popup - CEO Policy, Dynamic Data Field Example Shown

Select the Folio Thank You Text panel to enter the desired Folio Thank You Text.

When all panels are complete, select Save to close the texts panel popup and save the policy texts.

Text Panels Popup - Folio Thank You Text

Text Panels Popup - Folio Thank You Text

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