Next Booking #: Enter the number you want EventPro Planner to assign to the next booked event. If you already use booking numbers, enter the next number in the sequence. If you are not using booking numbers or want to start over, set this number to 1.
2.
Automatically Assign Events to User Creating the Booking: If you check this option, the user currently logged into the program will automatically be assigned to the events he or she books, unless otherwise stipulated during the booking process.
3.
Allow Users to Cancel Conflict Checking: Select this option if you want to allow users to cancel conflict checking. Leave this box unchecked if you want to force users to resolve conflicts before making a booking.
4.
Skip Client Wizard Page when Default Company Assigned: If you select the option to automatically assign bookings to a default company, may want to save time by avoiding the page in the New Event Wizard that requests client information. Check this box to skip the client information page in the wizard.
5.
Skip Contract/Deposit Wizard Page: Check this box to skip the contract/deposit page in the New Event Wizard.
6.
Skip General Notes Page: Check this box to skip the general notes page in the New Event Wizard.
7.
Automatically Assign Default Company When Creating a Booking: Check this option if you want EventPro Planner to automatically assign the default company to each event. You would select this option if, for example, you use EventPro Planner to plan your own internal corporate events. Doing so means you will not have to enter information on your own company every time you create a booking. To learn how to set the default company, See Chapter 3: Companies/Contacts, Enter a New Company: General.
8.
The Booking CalendarRefresh Rate (Seconds) determines how often the booking calendar will be automatically updated with new information. Enter the number of seconds for the refresh rate.
You have the option of defining 15 different roles that you can later assign to users for each event to show how they are involved. These roles are used to facilitate communications, mail merge and reporting.
2.
Enter as many names of roles as you require in the fields labelled Role 1 through Role 15. Examples of roles could be “Setup”, “Catering”, “Transportation” or any kinds of roles that users would take on for an event.
Remember, if you make any changes you want to keep, ensure that you click the Save button.
Clicking Cancel will revert to the previously saved settings.
