Adding Instructions to Events

In addition to adding inventory items (food, beverage, chairs, tables, etc) to your event, you are able to add instructions - notes or other information needed to successfully execute the event. There are several places you can put instructions:

  • If instructions are specific to an item, they can be added as a note on the item (see this article).
  • If instructions are for a certain category, such as instructions for serving meals, they can be added to the category on the appropriate function or the event-wide details.
  • If you have event-wide instructions, they can be added as general instructions on the event-wide details.

To add instructions to an event:

  1. Go to the event details page and then to the detailing tab.
  2. Click the name of the function or Event-wide details to open the details slider.
  3. Click the description paper icon by the Department that you'd like to add instructions to. For event-wide instructions, click the description paper icon by General Instructions on the event-wide details slider.
  4. Select a category from the drop down (you won't need to do this if you're adding general instructions).
    • Do you want to add instructions for departments that either cross categories or don't correspond to a category? You can create a category to hold those. Contact us to strategize.
  5. Add a start time, or start and end time, if you wish.
  6. Add a description - the actual instructions. This field is required!
  7. If you'd like to add additional instructions to the same category, click Add instruction.
  8. Click the clear on the right to remove any extra instructions.
  9. When you've added all the instructions for this category, click Save.
  10. The instructions will be listed in the appropriate category, ordered by time.

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