How to create an event from a reservation
An event in Paragon allows you to schedule, track and bill your clients for time-based services. You can create an event from an order, from a purchase order, from a work order, from reservations, and manually.
Here, we’ll walk you through how to create an event through reservations.
Step 1: Open the reservation module
Select the reserve module by hitting the more menu.
The reservation module will open. From here we can create an event from a reservation.
Step 2: Create an event
In a reservation screen, hit the action button in the bottom-right corner.
Hit the event button on the bottom corner of the action menu. Note that you cannot create an event from reservations with void status.
Step 3: Enter event details
A create event modal will appear. Here, you can enter details pertaining to the event, such as date, time, name, and description. Hit the accept button when you are finished entering details.
A blue message will appear to notify you that the event has been successfully created and added to the calendar. If you click this notification, you will be taken directly to the calendar.
Step 4: View your event in the calendar
Navigate to the calendar module. You can learn more about the calendar module and how to configure it.
Your event will now be added to the calendar.
Step 5: View/modify your event in the events module
If you would like to view or modify your event, you can do so in the events module. Select the events module by hitting the more menu.
Find the event name matching the event you just created. Note that in the source field, the reservation from which the event was created is shown.
Details such as line items and location are also automatically inherited from the reservation.
Related Articles
Accessing the calendar in Paragon
Here we'll walk you through how to access and use the calendar module. The calendar allows you to create personalized events that can be saved and tracked in Paragon. Step 1: Access the calendar module From any Paragon screen, hit the more button at ...How to create an event manually
An event in Paragon allows you to schedule, track and bill your clients for time-based services. You can create an event from an order, from a purchase order, from a work order, from reservations, and manually. Here, we’ll walk you through how to ...How to create an invoice from an event
An event in Paragon allows you to schedule, track and bill for time-based services. Here, we’ll walk you through how to directly create an invoice from an event. You can also create an invoice manually, from an order, from a quote, or from ...How to inherit invoice information from an event
Did you ever want to invoice a customer for products and services at the same time? Well, that's possible in Paragon, and we'll walk you through the process. All you need to do is create an event with labor and products/materials, and add that event ...How to create an event from work orders
In some cases, businesses need both labor and products to complete a given job. Service companies are perfect examples of this - plumbers, carpet cleaners and caterers; to name just a few. They need both materials, and labor to complete a certain ...