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      Confirmation Templates: What They Are and How to Create Them

      This article explains how confirmation templates can be used to customize the heading information displayed on a confirmation.

      Overview

      Confirmation templates are used to customize the information displayed in the confirmation heading and the service providers to be included on the confirmation.  The heading details include the department name, address, email address, phone number, and confirmation title.   

      It's desirable to change the title of the confirmation in some circumstances. For example, you might want it to say:

      • Permit
      • Quote
      • Special Request

       

      There are two formats available for a template:

      • Confirmation - displays all selected bookings and resources continuously down the page.
      • Banquet Event Order - displays one booking per page with the select service providers.

       

      Confirmation templates are similar to invoicing departments in that they are also used to customize the confirmation heading.  

      Confirmation Templates

      To create a confirmation template:

      1. Go to Settings > Events > Confirmation Templates.
      2. Click Add Confirmation Template.
      3. Type the Name and other optional information if appropriate.
      4. If you want a copy of this confirmation to be sent BCC'd to the email address, check BCC When Emailing Confirmations.  By default, when sending a confirmation or BEO, the sender is automatically BCC'd.  A user can opt out from the BCC under User Profiles and Preferences.
      5. Select the Report Type to be generated from Confirmation or Banquet Event Order.
      6. Check Show Organization Address to display the customer's address in the heading.
      7. To display or suppress Room Charges, set Include Room Charges appropriately.
      8. To hide all pricing on the Confirmation or BEO, select Hide Pricing.
      9. To include a summary of charges by service provider, select Show Service Provider Totals.
      10. To display setup and teardown times on the confirmation, select Show Setup and Teardown Times.
      11. If desired, you can set the list of service providers to display on the output by selecting the service providers to be included. By default, all providers are included in the output.
      12. Click Save. 

      Once an entry has been saved, it appears in a list of confirmation templates when users send a confirmation or generate a PDF.

      If you want to display the organization's (your customer's) address on the confirmation, check Show Organization Address.