EventPro User Manual

Booking Calendar Overview

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Booking Calendar Overview

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Booking Calendar Overview

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hmtoggle_arrow1Overview

The Booking Calendar, a graphical representation of locations and dates, is the first screen you will see when you begin the process of booking an Event.

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Much of what you see here will have been defined (customized for your facility) during the Setup process. Whenever you create a new Event or want to view available locations, you will interact extensively with this grid by selecting the appropriate cells.

An “Event” is a collection of “Functions” (which may be booked in different locations at different times) grouped under the same booking number. For example, a wedding is one event, but may include three functions in three different locations: a rehearsal supper, a wedding reception and dance, and a gift opening.

A cell is any one of the individual boxes on the booking calendar. The status colors you see were defined during the setup process and reflect any bookings or restrictions. Each cell displays the booking number, event name, and company name.  Each cell can also display multiple bookings and restrictions.

Locations are listed to the left of the Booking Calendar. As you move your mouse over the location listings, the cursor becomes a magnifying glass. Click once to enlarge the row height of the location, and once again to revert to the original setting.

hmtoggle_arrow1Calendar Views

The Booking Calendar can be altered to show four different views.  In the View drop-down box in the upper right corner of the screen, choose whether you want to view the calendar by Year, Month, Week or Day.

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A Year view allows you to see a year’s worth of events for a single location in your facility. Select which year you want to view using the spin-box (indicated by sideways arrows) at the top left corner of the screen.  Since the Year view needs the entire screen to show months and dates, you will need to manually select a location using the drop-down box in the top left corner.  You can narrow down the list of locations by first selecting the appropriate group from the Location Group drop-down list.

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A Month is the most commonly used view.  It shows all locations and dates on a single screen.

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A Week view shows a single week on the screen.

A Day view provides the most focused view of all. In this view, while locations remain visible, the top row of the grid now divides the day into hourly, half hourly or 15 minute increments, depending on settings you select later under Preferences.

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hmtoggle_arrow1Location Groups

The Location Group drop-down list remains available in each calendar view. Selecting a location group tells EventPro which locations to show on the Booking Calendar.

Location groups (defined during the Setup process) allow your facility to categorize locations. For example, you may have placed all dining locations in one group, all ballroom locations in another and all meeting rooms in a third. Alternatively, you may have separated main floor locations from mezzanine locations. Very large facilities may choose to group their various buildings under separate headings.

You may select <All> from the Location Group drop-down list to display all groups at once, but in the case of larger facilities, it may not be feasible to show all locations on a single screen. Doing so may result in time-consuming scrolling and searching.

If you cannot see certain locations in the calendar or cannot select certain Location Groups from the drop-down list, check your User Rights.  Under your Location Rights, there is a Calendar View options for each location group and location.  If this Calendar View is not checked for the location group or location, you will not be able to view the location group or location on the calendar.  For more information, refer to Chapter 1: Setting Up EventPro, Step 10: User Rights, Creating User Right Groups and Assigning User Rights to Users.

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hmtoggle_arrow1Location and Cell Pop-Ups

These are information summaries that pop up as you move your mouse across the Booking Calendar. They reveal information relevant to each location and event.

The Location pop-up will display the Location Code, Description, Group, Dimensions, Setup Types and Features of the location.

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The Event pop-up will display information such as Booking #, Event Name, Event Category and Sub Category, Status, Lock Level and other information.

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If no pop-ups appear as you move your mouse across the screen, you will need to activate them when setting your Preferences.  See Select Preferences below.

hmtoggle_arrow1Selection Grid

Above the Booking Calendar, is the Selection Grid. When you select a cell in the Booking Calendar, the details of each associated event appear in the Selection Grid.  The Selection Grid lets you quickly view the status of each event, the event name, the company’s name and phone numbers, the booked location times, the event start and end times, etc.  Scroll to the right to see all of the available information.

Once you have created a booking, you can use the Selection Grid to review the event details and make any basic alterations before moving on to the Event Screen.

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You can alter the organization of the Selection Grid by following the instructions for Selection Grids in the Introduction.

hmtoggle_arrow1Button Bar

Arranged above the Selection Grid, these buttons allow you quick and easy access to settings and tasks:

Event: You can make several kinds of bookings with EventPro. Use the Event button to select the type of booking and to access the “Find”, “Filter” and “Export Data” tools.
Find: The “Find” tool displays the Find Event window to help you quickly search your database of events. To review how to search in a Find window, see Introduction: Common Functions, Finding a Record.

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Set Filter: The “Filter” tool allows you to filter out events on the Booking Calendar.
Export Data: The “Export Data” tool allows you to export data to your hard drive.  EventPro will convert the data in the booking grid and the selected cell into CSV format so that you can open it in Microsoft Excel.  You can set the default folder for this export in your booking calendar preferences.  See Select Booking Calendar Preferences below.
Location: This button allows you to edit or delete a location, or change its status, times, attendance, cost/price or setup type.  For further instructions, see Edit, Delete and Location Update in Booking Calendar below. You can also perform these actions while still in the New Booking window.
Restriction: See Set Restrictions (Location or Group/Global) below for detailed instructions on how to set restrictions from the Booking Calendar.
Refresh: The Refresh button allows you to manually update the Booking Calendar at any time.  EventPro performs a regular, automatic “refresh” (update) of the Booking Calendar to incorporate changes made by other users.  You defined the timing of this automatic refresh earlier when you set up your System Settings.
Message: This is a quick email/internal message button allowing you to send messages to other EventPro users or clients.  See Chapter 13: Messaging for more information.
Contact: This button launches a wizard that allows you to quickly create a new communication regarding the selected event. Refer to Chapter 3: Event Maintenance for more information.
Preferences: This button takes you to the Booking Grid Preferences window, in which you can define the look and function of the Booking Calendar.  To set up your Preferences, see Select Booking Calendar Preferences below.
Print: With this button, you can select to print either event maintenance reports or the calendar grid display.  For more information on printing reports see Chapter 15: Reports below.
Today: This button takes you to the current date.
hmtoggle_arrow1Status Bar

As you move your mouse across the Booking Calendar, notice how the information in the Status Bar along the lower edge of your screen changes to reflect the information at the position of the cursor.