Learn how your private club can update dining menus in the banquet system.

Are you ready for your 2018 events? With a new year, comes new menus at your private club.  This is the time of year chefs like to create new offerings, update menu items, as well as change pricing.  Or maybe you just need to refresh and reorganize in your Clubessential Banquets system to make your job easier.  I’m going to walk through editing your items, adjusting your current menus, and creating new items and menus.

Edit an Existing Item

This will be used when simple changes need to be made, such as a price increase or change in the description.

  1. Settings
  2. Event Services
  3. Manage Service Items
  4. Find Item and Click Edit
  5. Make the Change
  6. Check the Bottom Two Boxes: this will update the item in all of the menus it's currently in
  7. Save

> Watch a Video Tutorial Here!

 

Adjusting Current Menus

This will be used to add or remove items from your menus, change pricing from a la carte to package or package to a la carte.

Changing Menu from A La Carte to Package Pricing

  1. Settings
  2. Event Services
  3. Manage Service Menus
  4. Find Menu Click Edit
  5. Click the Drop Down Option of Pricing Type
  6. Select Package Pricing-Percentage Amount Allocation or Package Pricing-Dollar Amount Allocation
  7. Click Drop Down option of Package Pricing
  8. Select Per Person
  9. Enter Package Price
  10. Enter the price for each Revenue Center needed for this package. The price needs to add up to the package price or 100%.
  11. Save

> Watch a Video Tutorial Here!

Changing Menu from Package Pricing to A La Carte

  1. Settings
  2. Evnet Services
  3. Manage Service Menus
  4. Find Menu Click Edit
  5. Click drop down by Pricing Type
  6. Select A La Carte Pricing
  7. Save

> Watch a Video Tutorial Here!

Adding/Removing Items from Menu

  1. Settings
  2. Event Services
  3. Manage Service Menus
  4. Find Menu, Click the Menu Name
  5. Click Delete next to an item to remove it or Click Add Items
  6. Find the items you would like to add and check the box in front of them (use search bar if needed)
  7. Add
  8. Once all items are added click Done

> Watch a Video Tutorial Here!

 

Creating New Items

  1. Settings
  2. Event Services
  3. Manage Service Items
  4. New
  5. Complete these fields
    1. Service Item Name
    2. Description (optional)
    3. Revenue Center
    4. Category (optional, but used when searching)
    5. Auto Calculate Quantity (un-check if you won't need 1 per guest, example: microphone)
    6. Check the bottom two boxes - this will update the item in all of the menus it's currently in
  6. Save

 

Creating New Menus

  1. Settings
  2. Event Services
  3. Manage Service Menus
  4. New
  5. Fill in
    1. Service Menu Name
    2. Category
    3. Pricing Type
    4. Set Quantity to Event Attendance (un-check if you won't need 1 per guest)
    5. Drag the Services Types you want in the menu from the left side to the right side (this does not move the items)
  6. Save
  7. Add Items to each Service Type as listed in directions above
  8. Done

 

When you are ready to refresh and reorganize your dining menus, dig in to your Banquets system and make your 2018 events the best they can be at your private club!