Not sure how to quickly pull BEOs that have been marked Revised or Pop-Up? In this session, we will walk through how to do a batch merge for revised BEOs and a batch merge for Pop-Up BEOs.

Do you need a list of bookings that require follow up or a list of accounts in a certain state for prospecting? In this session, we will learn how to create new list views, modify existing list views, and go over a few commonly used list views tips and tricks.

Need to update your property’s always changing list of competitors? You’ll need to create a picklist value. In this session we are going to learn about Setup Values and how to create and delete different picklist values like a Lost to Competitor. We will discuss other setup values to create on the property level and how to manage them.

In this session, we will be walking through the steps of how to create text items, property items, and simple menus. We will cover how to detail and edit these items on a BEO and how to generate BEO’s effectively.

How do I have the system do the math for me with my menus? Learn the 3 options for item quantity calculation and how to apply it to your menus and items. We will also review the service factor and how the system calculates consumption-based items.

New to creating menus and items and you aren’t sure what choice groups and child items are? We will review how to create a detailed menu and choice groups, and how to clone and edit efficiently.

Do you have Hors D ’Oeuvres or Consumption Bar menus where the items are priced individually, and you aren’t sure how to show the quantity or price on a BEO? We will walk through the steps of creating a menu where individual items determine the menu price, and how to edit menus and items on a BEO.

Did you know you can load your property budget into Delphi and have it pull on the Pace Report? In this session, we will learn to create monthly property budgets that will show in-line on the Pace Report.

How do I track my sales and catering managers’ goals? Learn how to create individual user goals that will show at the bottom of the productivity report.

In this session, we are going to walk through the steps to create a new tax group as well as modifying those that exist. We will also go through the steps to make the new tax group the system’s default and how to adjust your future bookings with the correct tax group.

How do I set up a new Revenue Classification? Review how to create a new Revenue Classification, apply Service Charges and Taxes, and map the new Revenue Classification to the BEO, Banquet Check, and Booking Check.

In this session, we will go over how to add and remove users in MeetingBroker so all users can successfully respond to RFP’s in Delphi.

In this session, we will learn how to find and respond to RFPs in Delphi as well as discuss a few best practices to speed up your response times.

Did you receive a new inquiry but a booking already exists in its place? In this session, we will learn how to link inquiries to existing bookings, how to link multiple inquiries to a booking, and the importance of selecting the primary inquiry.

Learn the quickest and most efficient way for your banquet users to enter actuals on events and individual items, and how to generate Banquet Checks.

Learn how to add multiple room blocks to a booking as well as the steps to add shoulder dates to a room block.

Getting stuck on completing a new booking when the account and contact don’t exist yet? We will walk you through the most efficient way to create an account, contact, and booking. We will also review how to clone as well as move bookings.

Did you know that the activity report can now display goals? Learn how to create activity goals to see how they display on the activity report.

In this session, we will be walking through how to create a meal period and cover count report using buckets and a matrix report type. We will also cover how to create a formula to pull in the average check for food and beverage.

Do you need a report that shows all the changes that were made the previous day and by whom made them? In this session, we are going to walk through creating a daily transaction report from start to finish as well as show you how to customize the report for your property.

In this session, we will learn how to build a catering forecast report, and have it grouped by arrival month. We will also go over how to add in a formula that calculates only food and beverage revenue.

How do I determine the utilization of an individual function room, inactivate a function room, or create a new room?

How do I add and change the minimum and maximum capacities on function rooms based on their setup? Learn to maximize the use and setup of function rooms.

How do I add new guestroom types, withdraw guestroom types, and update the inventory for availability?

How do I update MAR and Transient Protected values? Learn how to add date collections and communicate important dates and information to the Sales team.

Would it save time copying BEOs instead of creating them from scratch every time? We will review various ways for you to copy the whole and parts of BEO’s from your current booking and any booking in the system.

In this session we are going to walk through the 3 different types of revenue calculations you will see on a booking, explain where they come from and how to adjust them.

Learn how to create a new document template record and make a hard copy of the contract into a merge template. We will also wrap up this session by uploading our new contract and seeing our results!

Are you noticing some errors in your sales contracts but not sure how to fix them? In this session, we will learn how to edit existing templates and end the session by uploading our new contract and seeing our results!

Do you need to edit the event or guestroom tables in your contracts? In this session we will walk through changes you can make to event and guestroom tables to make them more relevant to your property.

In this session, we are going to learn how to download the BEO template, make changes to the table header, and adjust the Event table. We will then upload our new template and walk through the steps of testing it.

How do I create text and HTML email templates that can help save time and offer some consistency across the team in communication with our customers?