To edit a Meetings & Events table, click on the section where the table is located then select ‘Edit Meetings/Guestroom/Other/Summary/Packages/Additional Resources’ (depending on the table type) on the right.
You will enter edit mode where you can edit the table fields directly and select save to view the updates within the email.
- Editing Event Space Tables
If you are using a Sales & Catering integration the table will be pre-populated and you can click on the field to make edits directly to the table.
If you are manually entering data you will need to start typing in the details directly to the fields.
- To add additional rows you can either select the ‘Add New Row’ button or select the + symbol in the Action column.
- To delete a row, select the - symbol in the Action Column.
- To duplicate a row, select the paper symbol in the Action column.
- The date can be changed by selecting the calendar icon and selecting the date.
- There is an option to include taxes by selecting the checkbox and setting the tax percentage.
- Default tax settings can be set on the backend and can be requested via support.
- You can configure which columns appear in the Events table by selecting/unselecting the checkboxes at the top of the columns.
- Once you have completed editing the table, select the ‘Save’ button to see the edits reflected in the template.
2. Editing Guestroom Tables
If you are using a Sales & Catering integration the table will be pre-populated and you can click on the field to make edits directly to the table.
If you are manually entering data, click on the field to enter the information.
- Select the ‘Add Date’ button to add additional dates.
- Select the calendar icon to change the date.
- Select the ‘Add Category’ button to add a new parent category. You will be prompted to enter in the category name.
- Select the + symbol to add additional subcategories. You will be prompted to enter the sub-category name.
- To delete a category or subcategory, select the - symbol.
- The totals will automatically be updated.
- There is an option to include taxes by selecting the checkbox and setting the tax percentage.
- Default tax settings can be set on the backend and can be requested via support.
- Once you have completed editing the table, select the ‘Save’ button to see the edits reflected in the template.
3. Editing Other Tables
This table will not be pre-populated with data from your Sales & Catering System as it can be used for other miscellaneous items and services such as AV, parking, resort fees, etc.
Type the details directly into the fields.
- To add additional rows you can either select the ‘Add New Row’ button or select the + symbol in the Action column.
- To delete a row, select the - symbol in the Action Column.
- To duplicate a row, select the paper symbol in the Action column.
- There is an option to add a column for the number of days by selecting the checkbox.
- There is an option to include taxes by selecting the checkbox and setting the tax percentage.
- Once you have completed editing the table, select the ‘Save’ button to see the edits reflected in the template.
4. Editing Summary Tables
The Event Space, Guestrooms and Other tables are connected to the Summary table the cost fields will be prepopulated with the Total field from each of the tables.
- By selecting the pencil icon in the Action column, the corresponding table (Event Space, Guestrooms and Other) will appear to make edits.
- If the Include Taxes option for the Guestroom and/or the Other table(s) was selected, the taxes will appear in the Summary table. Note that if you include it for one but not the other, the Summary table will only show taxes for the one you selected.
- By selecting the 'x' the row will be deleted from the table.
- If you click into any of the fields, you will be able to update the text. (ex. Update 'Event and Catering Cost' to 'Room Rental Cost')
5. Editing Packages Tables
If you are using the Opera Cloud integration the table will be pre-populated and you can click on the field to make edits directly to the table.
If you are manually entering data, click on the field to enter the information.
- To add additional rows you can either select the ‘Add New Row’ button or select the + symbol in the Action column.
- To delete a row, select the - symbol in the Action Column.
- To duplicate a row, select the paper symbol in the Action column.
5. Editing Additional Resources Tables
If you are using the Opera Cloud integration the table will be pre-populated and you can click on the field to make edits directly to the table.
If you are manually entering data, click on the field to enter the information.
- To add additional rows you can either select the ‘Add New Row’ button or select the + symbol in the Action column.
- To delete a row, select the - symbol in the Action Column.
- To duplicate a row, select the paper symbol in the Action column.
Please Note:
- For all of the Meetings & Events tables the column headers cannot be edited and columns cannot be added or deleted (with the exception of the configured options). These tables are preset standardized tables designed to import data from your Sales & Catering system.
- If you edit one of the Meeting & Events tables and save as a template, the table edits will not be saved within the email template. These tables are designed to be updated based on the specific email response. We recommend creating a custom table to create custom tables that can be saved within an email template.