How Do I Manually Enter a Booking's Financials Instead of Using the Event Summary?
On some occasions, you may not want to make use of the Event Summary tab when inputting a Booking's financials. For these cases, you can enter financials manually.
Gather Tip: We recommend the 'Using Menu' option as the 'Manually' option calculations will not reflect the menu breakdown of your Event Summary in the booking's Documents.
1. Navigate to the Financials tab of the Booking, and click 'Edit Financials' in the top right-hand corner.
2. You are then able to elect that the financials be pulled in manually instead of using the Event Summary function.
3. This is where you are able to input the Minimum Spend, an F&B Spend per Head amount or the Liquor Spend per Head amount.
Note: If using F&B Spend per Head or Liquor Spend per Head, the estimate will populate the dollar amount entered x the guaranteed guest count.
The most important thing to keep in mind here is that any and all information input into the Event Summary will not populate within the Financials of this specific booking from here on out. You are easily able to go back to this booking and select "Using Menu" if you'd like to pull the Financials from the Event Summary (menus) instead.