Pre-Banquet Setup

In the club dashboard, go to Banquets, Event Type, and then click + to add a new type. There is no limit to the number of event types you can create (wedding, corporate event, school prom, gala, etc). Once you click on your new event type from the existing list, you will see a basic details page where you have the option to add any image, but a price is not necessary here. Using the menu tabs at the top of the page, event types can be tied to specific option groups, questions, waivers, or accounting rules by default.

Option groups can be added to your event type from the Option Groups tab at the top. This way, every time you start a new event of this type, these options will automatically populate.

• Click the “+ Option Group” button on the right side. If you have pre-existing option groups already, they can be chosen from a search bar. If you need to create a new option group, follow the prompt to create a group, then add individual options to represent the necessary choices. Just like the POS, the number of selections for each group can be restricted.

• Once you create an option group, it lives under your Products section and can be applied to any other event type.

If your venue has multiple event spaces, you can distinguish them by creating individual event spaces. Go to Banquets, Event Spaces, and then click “+ Add Event Space” in the top right-hand corner. You will be asked for the space’s name and capacity (note an event space capacity cannot be changed within the dashboard, so please contact support@theclubspot.com if you need to update it).

Our packages feature offers clubs a convenient way to bundle products together. Packages can be categorized as ‘food,’ ‘beverage’ or ‘other’ and will appear in the corresponding section of the BEO. Packages can be configured in the Banquets, Packages section of the dashboard.

• To create a new package, click “+ New Package” in the upper right side of your screen. Name the package and select it’s category (food, beverage, other). Then you can proceed to tag a product to your new package.

  • Please note that a product must exist in the club’s database before it can be added to a package. To create a new item, visit the Products section of the dashboard. There, select “+ New Product” from the upper right-hand side and add the item and its cost.

  • Package assignments work just like the product tags for our point of sale — you can always assign or remove a product via the product tags tab on its page.

If you need the customer to sign a document, you can add a waiver to a specific event type. You do this under Event Type, by clicking on the type, then on the E-signatures tab, and clicking on the three dots of the template to require the document.

Our banquet inquiry form works much like our membership application form. This link allows a prospective host to submit a request for a banquet at your club. The form allows them to designate the type of event, its date, the number of guests, and their contact information. Once the event request has been submitted, it appears on your event list (with ‘inquiry’ as its status).

• The URL for this form is found at your club website’s subdomain /event-inquiry

• The form can be customized by visiting Event Type, Data Collection and entering custom fields for the applicants based on which type of event they are hosting.

Now that you have all the building blocks configured, you are ready to begin hosting events!