EventPro Planner Manual

General Event Information

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General Event Information

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General Event Information

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This page has several tabs: General, Default Taxes and User Fields.

When you have filled out as much information as you require in all of the tabs, click Next in the bottom right corner.

Click to expand/collapse textGeneral

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1.Enter an Event Name. Event Name and Status are the only two fields that you must fill in to proceed through the wizard.  The other information is optional (unless there is a required user field).
2.The Start Date and End Date default in based on the selected cell(s).
3.If you wish, you can enter a Description and Theme.
4.You can choose a city from the Event Location drop-down list, or enter a new city, which will be added to Cities in your General Lookup Tables.
5.You must select a Status from the drop-down list.  A status may have defaulted in if you started this booking from the Event Status view of the Booking Calendar.  The Status Set By field will automatically fill in later with the correct user.
6.If applicable, choose a Category and Sub-Category from the drop-down lists under Classification.  These will be filled in by default if the event was based on a previously created event category template.
7.Under Role Assignments, the Booked By field will default to the current user, but you can select another user from the drop-down list.
8.The Event Manager will either default to the user associated with the row from which you selected dates (in the Event Manager view of the Booking Calendar) or, if you did not begin from that view, the user creating the booking (if that option was selected under the Events tab of System Settings).  If neither of these conditions applies, the Event Manager field will be blank.  In any case, you can select another user from the drop-down list.
9.Select a Sales Rep from the drop-down list, if required.
10.If you created event roles under the Events tab in System Settings, use the drop-down lists to assign users to those roles for this event.
11.The Event Lock Status will be set to Open and the other fields will be automatically filled in as appropriate.
Click to expand/collapse textDefault Taxes

You set up Taxes earlier in setup process under Chapter 2: Setting Up EventPro Planner, Step 6: Taxes.

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For each kind of item, select the checkboxes next to the taxes that will apply by default when you first add the item to the event.  When you actually add the items, you will be able to change the taxes, but if you set the defaults to the most commonly used applicable taxes, it should save you time when you enter data.

Right now, the taxes and tax rates will be the same as the system default taxes you created earlier in setup.  Later, when you are done booking the event, you will be able to create a different set of taxes for the event.  Even though your business is based in one state, and you set up your default system Taxes based on those state taxes, you may be planning an event that takes place in another state or even another country with a different tax system.  The default taxes set up in EventPro Planner may not be valid for that event, so you need to set the event taxes for the specific event.  See Chapter 5: Set Up an Event, Event Taxes and Default Taxes below.

Click to expand/collapse textUser Fields

If you created Event user fields, they will appear in this tab. To learn how to create user fields, see Chapter 17: User Fields.

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Fill out the fields as applicable.

When you have filled out all the information you need in this page, click Next.

You will move on to the Required Client Information page, unless the System Settings are set to skip it.