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Guestline Advanced C&B: Create event types & create deposit due rules

You can create event types, and add deposit-due rules, in a few easy steps.

Written by Xanthe Jackson

Event types are the types of events that your venue caters for. It is important to note many reports with Advanced C&B use the event types to filter the report results.
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During or after the creation of an event type, deposit due rules can be added to any event type. Once set, these will automatically populate the amount, and date of a deposit is due when the event type is used on an event.

Create event types

To create event types, follow the steps below:

  1. Navigate to Advanced C&B, then from the Configuration menu select Event Types.

  2. Click New.

  3. Complete the information as required:

    • Code used to identify the event type, maximum of 3 characters.

    • Description of the event type.

    • Default check-list can be selected from the drop down menu.

  4. Click Save.


Deposit due rules

To create a deposit due rule, follow the steps below:

  1. Navigate to Advanced C&B, then from the Configuration menu select Event Types.

  2. Click Edit next to the event type.

  3. Click New.

  4. Complete the information as required:

    • No. Days must be a number/numerical entry.

    • Due Date Rule is selected from the drop down

    • Amount Due Calculation is selected from the drop down

    • Value of the deposit due

    📌 Note: percentages do not need a percentage sign.

    • Default Comments will show on the event and on the deposit due report.

  5. Click Save.

  6. Navigate to Advanced C&B, then from the Configuration menu select Ini Settings.

  7. Click on Misc. Resources and ensure Enable Deposit Due Automation is ticked.

    • If this isn’t enabled they will not show on your events.

⚠️ Important: To remove an event type, all past, current and future bookings must not have the event type that needs to be removed.

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