Specify Your Confirmation Settings
Use confirmation settings to control the information that EMS includes when you generate printed or emailed confirmations. You can configure the settings once and reuse them, or you can modify them for individual confirmations.
- Open a reservation in the Navigator.
- Select Settings > Confirmation settings.
- The Confirmation settings window opens.
- Configure the confirmation settings.
- Select OK to save your changes.
EMS uses these settings when you generate confirmations.
Confirmation tabs
| Setting | Description |
|---|---|
| Date range | Controls date-related confirmation settings. |
| Buildings | Select the buildings to include in confirmations. |
| Categories | Select the booking detail categories to include. |
| Statuses | Select the booking statuses to include. |
| Options | Controls printed confirmation formatting and content. |
| Email options | Controls emailed confirmation formatting and delivery options. |
Printed confirmation options
| Field | Description |
|---|---|
| Confirmation title | Displays as the title of the printed confirmation and serves as the default file name for attached detailed confirmations. |
| Header message | Displays a predefined message at the top of the confirmation. |
| Footer message | Displays a predefined message at the bottom of the confirmation. |
| Paper size | Select the paper size for printed confirmations. |
| Print comments | Include reservation comments. |
| Print reminders | Include reminders. |
| Print cancel reasons | Include cancellation reasons. |
| Print user defined fields | Include user-defined fields and values. |
| Print room phone | Include room phone numbers. |
| Print room notes | Include room notes. |
| Print building notes | Include building notes. |
| Print billing reference allocation | Include billing reference allocations. |
| Print PO allocation | Include PO allocations. |
| Print category subtotals | Include category subtotals. |
| Print room type | Include room types. |
| Print item selection notes | Include notes for resource selections. |
| Suppress reserved time | Hide reserved times. |
| Suppress location | Hide reservation locations. |
| Suppress pricing | Hide pricing information. |
| Suppress logo | Hide the organization logo. |
| Suppress item notes | Hide booking item notes. |
| Suppress item special instructions | Hide booking item special instructions. |
| Suppress item selections | Hide resource item selections. |
| Always display time zone | Always display the event time zone. |
| Display messages as HTML | Display HTML-formatted messages when available. If cleared, you can modify the name and format of attached detailed confirmation files. |
| Limit bookings to those with details in selected categories | Include only bookings that contain details from the selected categories. |
Email confirmation options
| Field | Description |
|---|---|
| Header message | Displays a predefined message at the beginning of the email. |
| Footer message | Displays a predefined message at the end of the email. |
| Email format | Select None, Detail, Mobile Friendly, or Summary. |
| Attached detailed confirmation | Attach the complete confirmation to the email. |
| Attach .ics file | Attach a calendar file that recipients can add to their calendars. |
| Prompt for res. attachments | Select reservation attachments to include with the email. |
| Email to | Select recipients for the confirmation. |
| Email CC | Select users to receive a copy of the confirmation. |
| Copies to print | Specify the number of printed copies created when printing confirmations. |