The Function Sheet

The function sheet is your go-to document for event management. It's agenda outlines all the details, tasks, and resources needed for a specific event, such as catering, room setup, and equipment needs. They are primarily used by hotel staff involved in event planning and management, including banquet coordinators, front desk personnel, housekeeping, and kitchen staff.

Yogan Govender
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2 minutes

Roomraccoon

Click on a reservation from the calendar.

Navigate to the Add-ons card in the reservation and click the "Search add-on" field to add an add-on.

Click this dropdown to select a ledger.

Click this dropdown to select a revenue group.

Ledger and revenue group selection for add-ons is not mandatory but it does benefit your revenue reporting. If an item is billable, we recommend setting up a ledger (to match in your accounting integration) and a revenue group for accurate and detailed revenue reporting.

Select the room(s) that this add-on should be added to.

Select the specific day(s) in the room(s) reservation window that the add-on should be added to.

Select the "Add to function sheet" checkbox to add an item to the function sheet.

Not all add-ons in the reservation have to be added to the function sheet. This decision is completely up to you and your team as to how you would like to use and organise your function sheet per reservation/event.

Click "Add note and time" if you would like to add further details around what time an add-on should be set-up/delivered, and whether there are any important notes for your teams to remember about this add-on.

Click this field to add a comment. If the add-on was allocated to more than one room and/or more than one day, this comment will display for all the other instances.

Click the "Start time" and "End time" field to set an exact start and end time.

The scheduled time and notes of the add-on will automatically be added to the **booking proposal document** for full transparency to the booker.

Click "Add & Save" when you are finished setting up your add-on.

At the top of the reservation, click "Function Sheet".

Your function sheet will be instantly generated for you to view, along with you reservation details, booker details and the agenda, including all add-ons added to the function sheet, with their description, time and comments added.

Click on "Print" to download a PDF version of the function sheet or to print your function sheet.