How to create an event

Most event bookings happen on the phone or in person — the client describes what they want, you check the calendar, you give a price, you confirm. The five-step flow is built around that conversation. Open Events → Calendar, click an empty slot (or Events → New), and follow along.

Step 1 — Select venue

A grid of active venues with image, max capacity, and the available pricing fields. Pick the one the client wants. The selection determines the default currency (taken from the venue's linked POS point) and the available pricing models.

Step 2 — Choose date

Pick start date/time and end date/time. The calendar checks for conflicts with other events in the same venue. Same-day morning + evening events are fine if they don't overlap; if they do, the system warns but doesn't block — confirm with operations whether the turnover is feasible.

Step 3 — Select clients

Add the host (the person booking) by searching the client database or creating a new profile inline. Optionally add a billing party (a company that pays the invoice on the host's behalf). For per-person events, also add attendees here so the count and the count-driven price are accurate.

Step 4 — Extra details

The richest step. Pick:

• Pricing model — base_rate (one fee), per_day, per_hour, per_person. The corresponding amount auto-fills from the venue but is editable for one-off contract terms.
• Menu — choose from your event menus (each has its own pricing_type and min_pax).
• Services — add-ons like AV equipment, decoration, late-night bar service, transfers.
• Tags — for filtering in reports ("Wedding", "Corporate", "Charity").
• Event manager — defaults to you; switch if a colleague will run it.
• Type — private (default) or public. Public events surface on shareable lists you can publish; private ones don't.

Step 5 — Confirm

Review the receipt preview and save. Status defaults to CONFIRMED. The event now appears in the calendar; the client gets a confirmation; operations gets the event sheet on their dashboard.