How to Move an Event from within the Function Diary
Learning Objectives
At the end of this lesson you will know…
How to move an event from the function diary by opening and editing the event
How to move an event by clicking and dragging it on the function diary
When you can’t move an event
Moving an Event
There may be situations where an event needs to be moved to accommodate another event from either the same booking, or a different booking altogether. Sometimes events may be moved to maximise function room occupancy and optimise revenue.
Moving an event is easier and more visual, when you are looking at the function diary to see if there is space available for your new event.
Couple of Methods to Move an Event
If the event is not locked (i.e. you are not to move it without approval from your leadership), you can move the event from the function diary in two ways:
By editing the event by opening the event and editing it there, or
By dragging and dropping it to the new space
To Move an Event by Editing it
To Move an Event by Dragging & Dropping
A more visual way of moving an event is by dragging and dropping it to where you want to move it to. To do this, again from the function diary, follow these steps:
Best Practices for Moving an Event from the Function Diary
While you can drag & drop your event in the function diary as a very visual method, we recommend that you actually click into the event and edit the meeting room and times in the ‘Edit Event’ window. This is because the drag & drop could lead to inadvertent placement into the wrong function room, or to the wrong date/time.
Remember that if an event has a lock icon, this means, you cannot move it without approval from your director. Regardless of which method you use, if you try to move, you will get a message saying that the meeting room cannot be changed. You’ll need to go to the owner of the booking with the lock or your director.
Resources
How to lock your event so it can’t be moved - Knowledge Base article
How to edit a booking - Knowledge Base article
How to check space in the function diary and block an event - Knowledge Base article
How to lock your event so it can't be moved - Knowledge Base article
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