Advanced C&B
Our advanced event software helps you manage complex events, menus, and delegates.
By Xanthe1 author76 articles
Quick Reference
The guides you use most, ready when you need them.
- Guestline Advanced C&B: Event Diary overviewYou can use the Event Diary to see event bookings over days, weeks, and months in a few simple steps.
- Guestline Advanced C&B: Create a diary custom orderYou can create a diary custom order, to allow each user to have a custom view of the diary, in a few easy steps.
- Guestline Advanced C&B: Check In an eventYou can check in an event, this needs to be done for the revenue to be raised, in a few simple steps.
- Guestline Advanced C&B: Correct a function that was not checked inYou can correct a function that was not checked in, in a few simple steps.
- Guestline Advanced C&B: Check Out an eventYou can check out an event, if all Functions show a zero balance or are going to a sales ledger, in a few simple steps.
- Guestline Advanced C&B: Close off an event roomYou can close off an Advanced C&B event room for a specific time or over specific dates to prevent its sale, and edit it as required, in a few simple…
Configuration
System setup including creating event rooms, menus, rate plans, and checklists.
- Guestline Advanced C&B: Advanced C&B ini settings overviewModify system defaults for bedrooms, diary views, analysis codes, deposit automation, and event sheet configurations
- Guestline Advanced C&B: Create function typesYou can create Function types, which are used for all events within the system, in a few easy steps.
- Guestline Advanced C&B: Create event types & create deposit due rulesYou can create event types, and add deposit-due rules, in a few easy steps.
- Guestline Advanced C&B: Create layoutsYou can create Advanced C&B room layouts, in a few easy steps
- Guestline Advanced C&B: Create location typesYou can create location types within Advanced C&B in a few easy steps.
- Guestline Advanced C&B: Create an Advanced C&B roomYou can create Advanced C&B rooms in a few steps.
- Guestline Advanced C&B: Create Advanced C&B rate plansBuild pricing packages with breakdowns, restrictions, and market segments for diary bookings and event creation
- Guestline Advanced C&B: Edit Advanced C&B status codesYou can edit advanced c&b status codes in a few easy steps.
- Guestline Advanced C&B: Create Advanced C&B cancellation reasons and lost to typesYou can create Advanced C&B Cancellation and lost to reasons in a few easy steps.
- Guestline Advanced C&B: Edit Advanced C&B mandatory fieldsControl which fields users must complete to save events, functions, or bedroom reservations with red star indicators
- Guestline Advanced C&B: Create an Advanced C&B attributesYou can customise your Advanced C&B system using attributes in a few simple steps.
- Guestline Advanced C&B: Create Advanced C&B quick notesYou can create quick notes to add to events and functions in a few easy steps.
- Guestline Advanced C&B: Create function templatesYou can create function templates in a few easy steps.
- Guestline Advanced C&B: Add internal addressesYou can send emails internally, including Advanced C&B function sheets and confirmation letters, using internal email addresses which can be added to the system in a few simple steps.
- Guestline Advanced C&B: Create a checklistYou can create event checklists, to assign and keep track of jobs that need or have been completed, in a few easy steps.
- Guestline Advanced C&B: Event Checklist overviewTrack event tasks and deadlines with filterable checklists showing pending items, assignments, and completion status
- Guestline Advanced C&B: Create document groupsYou can create document groups, to help organise documents attached to your event, in a few easy steps.
- Guestline Advanced C&B: Create misc. resourcesYou can create miscellaneous resources, which are non-food or beverage items that need to be charged or added to the notes on an event or function, in a few easy…
- Guestline Advanced C&B: Create an F&B menu itemYou can add Food & Beverage (F&B) items into the system, to add to events or used to create F&B menus, in a few easy steps.
- Guestline Advanced C&B: Create F&B menusYou can create Food & Beverage Menus in a few easy steps.
- Guestline Advanced C&B: Create departmentsYou can create departments in a few easy steps.
Enquiries & Waitlist
Record and track initial client interest, quotes, and follow-ups before confirming an event.
- Guestline Advanced C&B: Find an event EnquiryYou can find an enquiry via the Event Diary or via Search/Create Enquiry, in a few simple steps.
- Guestline Advanced C&B: Create an enquiryYou can create an event enquiry, which can later be converted into an event or cancelled, in a few simple steps.
- Guestline Advanced C&B: Convert, Close or Reinstate an event EnquiryYou can convert or close or reinstate a close event Enquiry, in a few simple steps.
- Guestline Advanced C&B: Create an enquiry close codeYou can create event enquiry close codes in a few easy steps.
- Guestline Advanced C&B: Find a Waitlist eventLocate waitlisted bookings through diary clock symbols, waitlist menu, or search filters to manage pending reservations
- Guestline Advanced C&B: Create a Waitlist eventYou can create a Waitlist booking for an event in a few simple steps, allowing you to see other events waiting in case of a cancellation.
- Guestline Advanced C&B: Convert a Waitlist eventChange waitlist bookings to confirmed status when space becomes available by updating event status and saving changes
Events
Creating, managing, and co-ordinating events.
- Guestline Advanced C&B: Search for an eventYou can search for events, as well as exporting an event report, from Search/Create event in a few simple steps.
- Guestline Advanced C&B: Create an eventYou can create an event, via the event diary or via search/create event, in a few simple steps. We also explore some of the common errors seen when creating events.
- Guestline Advanced C&B: Copy an eventDuplicate events for recurring bookings with options for one-time, weekly, monthly, or annual copying intervals
- Guestline Advanced C&B: Link bedrooms to an eventYou can link bedrooms to your Event that have already been created, or create a new bedroom booking to be added to the Event, in a few easy steps.
- Guestline Advanced C&B: Reinstate a cancelled eventRestore cancelled events to active status for current or future dates with reinstatement reason tracking
- Guestline Advanced C&B: Add a Master to an EventYou can add a master to an Advanced C&B event to route the charges to a master account, rather than to the event room billing, bedroom or NRA.
- Guestline Advanced C&B: Add charge routing to an eventCharge Routing automatically redirects posted charges to a specified destination, in a few simple steps.
- Guestline Advanced C&B: Add misc resources to an eventYou can add miscellaneous resources, which are non-food or beverage items that need to be charged or added to the notes, to an event or function in a few easy…
- Guestline Advanced C&B: Add F&B menus to an eventYou can add Food & Beverage (F&B) menus to an event, in a few easy steps.
- Guestline Advanced C&B: Upload documents to an eventAttach contracts, insurance documents, and other files under 100KB to events for centralized access and documentation
- Guestline Advanced C&B: Event NotesYou can effectively manage the notes sections within an event with this information article.
- Guestline Advanced C&B: Create To Do's on an EventYou can create a pop up To Do's reminder on an Event, in a few simple steps.
- Guestline Advanced C&B: Event SheetsYou can print event sheets, or email event sheets internally or externally, in a few simple steps.
- Guestline Advanced C&B: Edit the number of delegates on an eventUpdate total attendee numbers across events with options to cascade changes to functions and F&B menus automatically
- Guestline Advanced C&B: Edit the date of an eventYou can edit the date of an event in a few simple steps.
- Guestline Advanced C&B: Cancel an eventYou can cancel an event via the Events Diary, via Search/Create Event or within the event itself - the options are presented in this article.
Ticketed events & Delegates
Setting up ticketed events, booking delegates, and managing individual delegate arrangements.
- Guestline Advanced C&B: Search for a delegate using delegate searchFind delegate bookings using name, event, table size, or room filters to locate specific guest reservations quickly
- Guestline Advanced C&B: Create a delegate or ticketed eventDelegate or ticketed events enables the organiser to sell tickets for the event and book ticket holders onto specific tables, in a few steps.
- Guestline Advanced C&B: Add delegates to a ticketed eventYou can add delegates to a ticketed event (which has already been created with delegate-specific menus attached for pricing), in a few simple steps.
- Guestline Advanced C&B: Edit the numbers on individual delegate bookingsAdjust guest counts for specific tables in ticketed events and update corresponding menu quantities accordingly
- Guestline Advanced C&B: Refund or Retain a deposit on a delegate bookingYou can refund or retain a deposit on a delegate booking, in a few simple steps.
- Guestline Advanced C&B: Cancel a delegate on a ticketed eventRemove individual ticket holders from events while managing refunds or deposit retention through the delegate options menu
Functions
Functions are created within an event to cover specific functions within an event.
- Guestline Advanced C&B: Search for a functionYou can search for a function via Search/Create function, in a few simple steps.
- Guestline Advanced C&B: Copy a function within an eventReplicate individual functions within events for same-day or consecutive-day duplication with all settings preserved
- Guestline Advanced C&B: Reinstate a function within an eventRestore cancelled functions to active status by changing the function status through the show lost/cancelled option
- Guestline Advanced C&B: Cancel a function within an eventYou can cancel a function within an event, in a few simple steps.
Deposits & Event billing
Manage deposits, refunds, invoices, and payments linked to delegates and events.
- Guestline Advanced C&B: Find an event invoiceYou can find a copy of an Event invoice in a few easy steps.
- Guestline Advanced C&B: Event BillingAccess and manage event charges, payments, and invoice generation after function check-in through the billing interface
- Guestline Advanced C&B: Delegate event billingManage individual guest folios after check-in with payments, charges, transfers, and balance reconciliation for checkout
- Guestline Advanced C&B: Add a deposit to an EventYou can add a deposit to an Event, in a few simple steps.
- Guestline Advanced C&B: Retain a deposit on an EventYou can retain a deposit on an event, in a few simple steps.
- Guestline Advanced C&B: Refund a deposit on an EventYou can refund a deposit on an event in a few simple steps.
- Guestline Advanced C&B: Configure and use gift vouchersGift Voucher sales can be recorded through your Advanced Conference and Banqueting Module in a few simple steps.
- Guestline Advanced C&B: Use Invoice Management to manage post-event billingYou can manage and amend event invoices after checkout in a few simple steps.
Reports
View system reports covering configuration, functions and events.
- Guestline Advanced C&B: Configuration reports overviewThis information provides an overview of the Advanced C&B Configuration Reports, as well as linking to the other Advanced C&B report types.
- Guestline Advanced C&B: Function reports overviewThis information provides an overview of the Advanced C&B Function Reports, as well as linking to the other Advanced C&B report types.
- Guestline Advanced C&B: Event reports overviewThis information provides an overview of the Advanced C&B Event Reports, as well as linking to the other Advanced C&B report types.
Logs
Logs show the changes made by users within Advanced C&B.
- Guestline Advanced C&B: LogsWithin Advanced C&B you can use Logs to show changes that have taken place on an event either completed on the event, the function, or all changes completed by specific…
- Guestline Advanced C&B: User LogsYou can use this report to view actions performed by specific users, in a few simple steps.
- Guestline Advanced C&B: Enquiries LogsYou can use this report to view activity on Advanced C&B event enquiries, in a few simple steps.
- Guestline Advanced C&B: Event LogsYou can use this report to view activity on Advanced C&B events, in a few simple steps.