Description: This feature enables suite administrators to assign suite accounts to specific events and create a 7-day PreOrder calendar cutoff with the option to display on the PreOrder Portal and additional custom verbiage to event details for added guest information.
- Assign Suite Accounts to Specific Events
- PreOrder Cutoff Enhancements
- Create a PreOrder Cutoff Template
- Create a PreOrder Cutoff Event Override
- Event Details Enhancements
- Updated No Order Report
Assign Suite Accounts to Specific Events
To enable Suite Ordering by Event:
- In Connect, select Suites > Suite Accounts.
- Select the Suite Account you want to modify.
- Select the Suites tab.
- Find the suite you want to assign events to and select edit.
- Find the event type you want to assign events to and select select.
- Assign All By Type: Assign the suite account to this suite for all created events with this event type i.e., permanent stakeholders.
- Specific Events: Assign the suite account to specific events within the event type. When the suiteholder logs into the PreOrder Portal, they will only view the events assigned to them.
- Unassign All: Unassign all events associated with this event type for the suite account.
PreOrder Cutoff Enhancements
To enable PreOrder Cutoff access for a Connect user:
- In Connect, select Options > Connect Roles.
- Select the Connect role you want to modify.
- Scroll down to the Suites section.
- View PreOrder Cutoff Template: Grant the Connect role view access to both the PreOrder cutoff template and the cutoff override on an event.
- Edit PreOrder Cutoff Template: Grant the Connect role edit access to both the PreOrder cutoff template and the cutoff override on an event.
Create a PreOrder Cutoff Template
The 7-day calendar template automatically inherits the PreOrder cutoff set in Suites Settings. This module has now replaced that field.
- In Connect, select Suites > PreOrder Cutoff.
- Select the blue editable weekday and time.
- Set the PreOrder cutoff by weekday and time for events on the selected day.
- The cutoff day set will be the weekday prior.
- Select the pencil to edit the cutoff details.
- Set the Display cutoff details on PreOrder Portal.
- Yes: The PreOrder Portal will display the cutoff date and time on the event.
- No: PreOrder cutoff details will not be displayed on the PreOrder Portal.
- Set the Cutoff details.
- Not set: Defaults to “Order by” with the cutoff date and time.
- Entered text: Displays entered text with the cutoff date and time.
Create a PreOrder Cutoff Event Override
- In Connect, select Events > Calendar and select the event you want to modify.
- When a Suites Event Type is assigned to an event, the PreOrder cutoff template information is displayed.
- To override the PreOrder cutoff, select the weekday and then the time field.
- Select Save.
Event Details Enhancements
To add Suite Specific information to an event:
- In Connect, select Events > Calendar and select the event you want to modify.
- Set the Display Date & Time Start.
- Display Date & Time: This displays on the event in the PreOrder Portal. When not set, the PreOrder Portal event will automatically display the Date & Time Start.
- Enter any Event Info.
- Not set: No added details appear on the event in the PreOrder Portal.
- Entered text: Entered text displays on the event in the PreOrder Portal.
PreOrder Portal Event View
- Display Date
- Display Time Start
- Custom PreOrder text
- PreOrder cutoff date
- Event Info
Updated No Order Report
View the suite accounts that still need to place a Pre-order for an upcoming event.
- In Connect, select Suites > Reports > No Order Report.
- Filter the Start Date and End Date to find the event you are searching for.
- Select Download Report.
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