Reservation Wizard Fields
Use this section to understand the fields available in the Reservation Wizard.
Event section
|
Field |
Description |
|
Event Name |
A name or description for the event. |
|
Event Type |
The classification for the event. |
|
VIP Event |
Select this option to mark the event as a Very Important event. |
|
Source |
The reservation source. |
|
Video Conference |
Select this option for a video conference event. |
Groups / Contacts section
|
Field |
Description |
| Group |
List of all groups that are available in your system for hosting/sponsoring an event. |
|
1st Contact Temp Contact |
Displays the group's default contact. You can select a different contact, create a permanent contact, or enter a temporary contact. Changes apply only to this reservation. |
|
2nd Contact |
Define if necessary for the event. |
|
Phone Fax Email Address |
EMS automatically populates these fields from the selected contact, when available. You can update the values for the current reservation. Changes do not affect the contact record. The Phone and Fax labels are customizable. |
Room Setup tab
|
Field |
Description |
|
Setup Type |
Displays the selected setup type. If none was selected, EMS uses (Default). |
|
Setup Count |
Displays the selected setup count, if available. Enter or update the expected attendance as needed. |
Billing tab
|
Field |
Description |
|
Pricing Plan |
Specifies the pricing plan used for the event. |
|
Billing Reference |
Enter or select the billing reference number associated with the group. |
|
Sales Category |
Categorizes the event for sales reporting purposes. |
|
Payment Type |
Specifies the payment method for the event. |
|
PO Number |
Enter or select the purchase order number associated with the group. |
|
Salesperson |
Identifies the user responsible for the event. |
Other tab
|
Field |
Description |
|
Event Coordinator |
Select the Event Coordinator for the event. |
| URL |
Enter the event URL. |
|
Estimated Event Attendance |
Specifies the estimated number of attendees. |
|
Calendar Style |
Select the format used on Event Calendar and Event Schedule reports. |
Everyday User Applications tab
|
Field |
Description |
|
Everyday User |
Select the Everyday User who can view or manage the reservation in EMS Web App. Use the search option to find a registered user by name or email address. |
| Process Template |
Select the process template to apply to the selected Everyday User. The template determines the actions available for this reservation. |
User Defined Fields tab
|
Description |
|
User Defined Fields (UDFs) store additional reservation information defined by your EMS administrator. Select a field and choose Set Value to enter or update a value, or Clear Value to remove it. |
Video Conference tab
|
Description |
|
Available only when you select Video Conference. Use this tab to identify the host endpoint for the video conference. Not available for Best Fit or Specific Room assignments. |