Special Events - Documentation

Special Events - Documentation

Introduction

The Special Events feature gives you the ability to associate or "tag" an invoice with a particular "special event". This gives you the ability to report on this data, letting you see the impact of particular events on your revenue and occupancy.

Setup

Events can be created from within Havenstar by going to the Special Event Configuration screen using the Nav Bar.

Screenshot of the "Configure Special Events" screen.

Creating a New Event

  1. Click the green plus button to Add a new event.
  2. Enter a unique event code and name.
  3. Enter the event's start and end dates.
  4. Add a brief description of the event.
  5. Click the yellow disk button to Save the event.

Editing an Existing Event

To find and edit an existing event, use the drop-down box at the top of the Special Event Configuration screen to find the event that you want to edit. Then, make any changes required, and click the yellow disk button to Save your changes.


Screenshot of event selection drop-down box in the Special Event Configuration screen.

To delete an event, select the event, and then click the red minus button to Delete it.

Duplicating an Event

To create a copy of an existing event, first select the event that you want to copy, then click the blue copy button to Duplicate it.

Tagging an Invoice with an Event

To add an event to an invoice, select the event from the drop-down box labelled "Event" on the Raise Invoice screen, and then proceed to raise the invoice as normal.


Screenshot of the Raise Invoice screen with the event selection drop-down highlighted in a red box.

Reporting

Event tags are shown alongside the associated invoice(s) in the List Invoices report. To filter the report and display only invoices associated with a particular event, use the radio box labelled Event and the checklist to  select the event(s) that you want to see. Click Start to begin the report as usual.


Screenshot of the List Invoices screen at the filter selection stage, with the relevant Events filters highlighted in red boxes.




    • Related Articles

    • Communications Centre - Help Documentation

      Quick Intro Welcome to the help documentation for the Communications Centre module in Havenstar. The module will allow you to send out communications in various methods, including SMS and Email, at the current time. There will also be the option to ...

    • User Menu/Nav Bar Configuration

      User Menu/Nav Bar Configuration Quick Intro The options and functions that are available within a user's Nav Bar is configurable. Users can be given custom set-ups, or assigned a standardised profile. These configurations can be password-protected, ...

    • How to hide/show tabs in Set-up Boats (F10)

      Introduction In Havenstar, there is the ability to show/hide tabs in Set-up Boats (F10) so that you only display tabs that you require. Solution 1) Simply go to Settings > General > Show/hide "Setup Boat" tabs: 2) Then, select the tabs that you wish ...

    • Setup Email - Email Templates Fields & Variables

      Setup Email - Email Templates Fields & Variables This article pertains to Havenstar version 3.35 and above. Quick Intro This article is a reference for the available dynamic fields and variables that you can use to create personalised email templates ...

    • Creating Mail Merge Templates in Microsoft Word inc. Field List

      Creating Mail Merge Templates in Microsoft Word Quick Intro This article explains how to create Mail Merge templates with Microsoft Word. These can then be used in conjunction with Havenstar's Mail Merge function to create mailshots for physical ...