How to use Averages Checks as a User
How to use the Average Checks feature?
- On the App Launcher, search for 'Bookings'
- Select your Booking, go into a Booking Event record (if it already exists, if not create it accordingly)
- If your admin has enabled this feature, you will see a section called 'Average Checks'. Here you will have up to 5 revenue categories, and their average check amount per person populated (this value is defined by the admin as a default). This default is determined by the function type you have selected.
- During your forecasting period you can continue to adjust the average check amount(s) on the Booking Event record if you're forecasting that it is a higher or lower amount.
- Once you are no longer in the forecasting period, meaning your forecasted revenue should now look at actual revenue, you must check the 'Is Detailed' checkbox.
Important note: If you don't change any of the Average check values, and then you change the Function Type, the Average Check values will update to the admins default values for the new Function Type. However if you have made at least 1 change, none of the fields will update to the other function types default values.
Resources
- How to set up Average Checks for your team as an Admin
- Overview on the Average Checks feature
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