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Associating a Room with an Event

To add room information for an event from the Event Profile action bar:

  1. Go to the Event Profile.
  2. Click the Room Info button on the action bar.
  3. The Location Room Information form appears. Click the Add hyperlink, seen below, to begin adding room information to this location.
  4. A Room Information record row appears.

    • Room Name:  A sample name has been entered. You may highlight the name and replace it.
    • Room Type:  Use the room type drop-down to specify what type of room it is. You must have previously set the room type categories prior to this step.
    • Capacity:  Enter the maximum capacity of the room.
    • Rate:  If a rate is charged, enter the daily, hourly, weekly, etc. rate for the room.
    • Room Description:  Enter a description of the room if desired.
  5. Click the Save button to complete the room for this location.

You may also add room information from the Locations tab on the Event.

To add room information from the Event Profile Locations tab:

  1. Go to the Event Profile.
  2. Click the Locations tab > Locations child form.
  3. Select the location you want to add a room to and click the folder to the left of the location to expand additional options.
  4. Click the Add Rooms hyperlink.
  5. An Event Location Room form appears. The same fields appear as in the preceding section.
    • Room Name:  Enter a room name.
    • Room Type:  Use the room type drop-down to specify what type of room it is. You must have previously set the room type categories prior to this step.

    • Capacity:  Enter the maximum capacity of the room.

    • Rate:  If a rate is charged, enter the daily, hourly, weekly, etc. rate for the room.

    • Room Description:  Enter a description of the room if desired.

  6. Click the Save button to complete the room for this location.

Rooms entered for locations in either area on the Event Profile will be associated to the Event and will be shown on the Locations child form.