Set up events

Set up reservation system

1. In the top navigation, go to More.
2. Click on Settings.
3. Under System Settings go to Reservation System.
4. Update the "Even Confirmation from email", "Event Confirmation subject", "Event Confirmation from name", and "Event Confirmation BCC" email address as needed.

Create catalog item

Before creating an event, you will need to create a catalog item.

1. In the top navigation, go to More.
2. Under Products, click Catalog.
3. In the top right, click the blue + Add Item button.
4. Fill out the relevant main information.
   1. SKU: unique identifier
   2. SKU type: other
   3. Description: name of the event
   4. Section: choose the relevant section to help with filtering, etc
   5. Stock tracking: none
   6. Weight: 0
   7. Bottle slots: none
   8. Minimum ship speed: can't be shipped
   9. Unit of measure: leave blank
   10. Tax category: non-taxable products & services (unless otherwise stated in your state/county/city laws)
   11. Pricing: add the base price of the event, if anything. then set the status and select the stores you would like the item to show up in.
   12. Flags: Turn on event fee, and any other applicable flags
5. You do not need to fill out anything on the marketing tab. You will add this information on the Events page.

Create the event

1. In the top navigation go to Reservations.
2. Click the Events tab.
3. Click the plus button next to Events.
4. The left side has the core information about the event.
   1. Title: name of the event.
   2. Internal only: select if you do not want the tasting to display on the website.
   3. Sequence: what order you would like this item to show on your website.
   4. Image: paste the url from the marketing resources or upload a new image.
   5. Confirmation email: Leave as default (recommended) unless you have a HTML template that includes all of the relevant merge tags.
   6. Catalog item: Select the catalog item created earlier that coincides with this event.
   7. Price: The price auto populates from the catalog item. Choose if the price is per person or per reservation.
   8. Extra info prompt: Use this if you want the customer to provide any extra information, ex: special occasion, dietary restrictions, etc.
   9. Romance copy: Add information about the event to be shown on your website.
   10. Event info: Internal notes about the event.
5. The right side has detailed information about the event.
   1. Date
   2. Club members only: Toggle on if this event is exclusive to club members.
   3. Sponsored: Toggle on for private events.
   4. Max attendees: Total number of guests including children. Enter 0 for no maximum.
   5. Waitlist: Manual means you will assign people and automatic means people can sign up to a waitlist.
   6. Guests: How many tickets a person may claim.
   7. Require: Toggle on the information you want to collect during the sign up.
   8. Max kids/rsvp: Number of kids allowed at the event and if you would like to charge the event fee for kids.
   9. Free places: If club members are allowed free spots at club events, specify if you want to use their club setting or override it.
   10. Create order: Choose when you would like an order created that will be associated with this event.
   11. Charge order: Choose when you would like to charge the order.
   12. Send confirmation: Choose when you would like to send a confirmation email.
   13. List event in portal: Toggle on if you would like this event to appear in the Events section of the club member portal.
   14. Custom page name: If applicable, add the name of the page you have created for this event. If you don't have a custom page, leave this blank.
6. Save the event.

Manage events

1. From the specific event page, click the green view/manage button.
2. You will see a list of people who have RSVPed to the event.
3. Manually add people by clicking the plus sign next to name.
4. Download a lis to of attendees by clicking the icon next to RSVPs.