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Roles & people · Role manual

Events & private hire manager

For the events and private hire manager — venues and their calendar, bookings and quotes, deposits, the banquet event order, guest lists and RSVPs, the check-in desk, the event bar and the day's timeline.

8 min read

On this page

You run the venues, the private hire, the banquets and the events: a client books a room, you quote it, confirm it with a deposit, write the banquet event order every department works from, keep the guest list, and on the day you run the timeline, the door and the bar. JupitaPos keeps all of it on the function’s page.

Who this manual is for

  • System role: Events & Private Hire Manager (events_manager) — venues and their calendar, bookings and quotes, deposits, function sheets, guest lists, seating and meal choices, the check-in desk, the event bar’s set-up, and the events reports. You can also read the restaurant’s reservations and floor plan, to avoid double-booking.
  • In the pictures: Ritah, events & private hire manager of Jupita Restaurant Demo at Kampala — Kololo. Joan is the catering manager, Grace Bartender runs the event bar, and Moses the branch manager approves exceptions.
  • Where you work: in the office at a laptop, and on the day at the door with a tablet or phone (the check-in desk). Sign in with your e-mail and password.

A day at work

An events manager’s week follows the functions; this is the life of one.

  1. Sign in and look at what is coming — Find a function on the catering board, Check the venue calendar.
  2. Answer website enquiries and log calls — Answer website enquiries, Log an enquiry.
  3. Hold the venue for the date — Book a venue for a function.
  4. Quote the hire and the food — Quote the venue hire.
  5. When the client accepts, take the deposit and the security deposit — Take the deposit and confirm, Take and return the security deposit.
  6. Write the banquet event order — Write the banquet event order.
  7. Build the guest list and send the RSVP links — Keep the guest list and seating, Send RSVP links.
  8. Set up the bar and the timeline — Set up the event bar, Run the day’s timeline.
  9. On the day, check guests in at the door — Check guests in at the door.
  10. Afterwards, mark it served, send the final invoice and read the profit — Mark the function served, Issue the final invoice, See a function’s profit.

Guides you will use

Venues

Enquiries, quotes and money

The banquet event order

Guests and the day

Planning with catering

After the function

Set-up

Signing in and your time

Quick reference

I need to… Where Guide
Is the room free? Venues (/venues) Venue calendar
Hold a room The function → Venues & timeline → Book a venue Book a venue
Close a room Venues → Close a venue Close a venue
Quote The function → Quotes Quote the venue hire
Security deposit Payments & account → Take the deposit Security deposit
Write the BEO The function → BEO & documents Write the BEO
Add a guest The function → Guests → Add guest Guest list
Run the door Guests → Check-in desk Check guests in
Set up the bar The function → Bar → Set up the bar Set up the event bar
Timeline The function → Venues & timeline → Add Run the day’s timeline
Monthly figures Events reports (/catering/reports) Catering reports

Getting help

  • The branch or general manager approves exceptions: booking above the capacity or outside the hours, releasing a confirmed venue, a function without a deposit, refunding or keeping a security deposit, cancelling a booked function, and the BEO itself.
  • The catering manager (Joan) shares quotes, production and transport with you; the head chef plans the food; the bartender serves at the event bar.
  • The administrator fixes logins and access.
  • The Help Center: Help & Training › Role-Based Manuals in the menu, with a search box; the ? button, Help for this screen, opens the manual of the screen you are on. See Find help: the Help Center.
  • Troubleshooting you will need most: in Book a venue, Check guests in at the door, Send RSVP links and Change a BEO.

Manuals you can also read

  • Pitch attendant — For the Football Turf desk — booking teams, taking the deposit and the rest, running the session on the pitch, hiring out kit and taking it back.

What you can do

These are the permissions of the Events & Private Hire Manager role.

Area What you may do
approvals View approval requests (approvals.view)
attendance Clock in and out and take breaks at the time clock (attendance.clock)
customers Create and edit customers, attach them to orders (customers.manage)
customers View customers, their history and loyalty (customers.view)
dashboard View the dashboard (dashboard.view)
employees View the staff directory: names, photos, numbers, positions, branches, status (employees.view)
events Read the approved function sheets and banquet event orders and acknowledge them for a department (events.beo)
events Keep event guest lists, seating and meal choices; check guests in at the door (events.guests)
events Create quotes, bookings and function sheets (events.manage)
events Plan catering production: ingredients, stock issue, staff, equipment, transport (events.plan)
events View catering profitability and pipeline reports (events.reports)
events View catering, private hire and event bookings (events.view)
inventory View stock levels and movements (inventory.view)
leave Request leave and see your own balance (leave.request)
menu View ingredient costs, recipe costs and margins (menu.costs)
menu View menus, items, modifiers, combos and prices (menu.view)
notifications Receive and view own notifications (notifications.view)
payments Take payments on orders (payments.take)
payments View payments and refunds (payments.view)
reports View reports (reports.view)
reservations View the reservation calendar and waitlist (reservations.view)
shifts View shifts and rosters (shifts.view)
storefront Handle catering, private hire and event enquiries (storefront.enquiries)
storefront View the storefront setup, online orders and their tracking (storefront.view)
tables View floor plans and table status (tables.view)
turf Quote, hold, confirm, reschedule, extend and cancel pitch bookings under the accepted terms (turf.book)
turf Issue and return hire equipment for a booking (turf.equipment)
turf Keep the hire equipment list: quantities, repair and retirement, closing missing-item exceptions (turf.equipment_manage)
turf Waive or change a cancellation or no-show fee, override booking terms and cancel as the operator, with a reason (turf.override) ●
turf Set pitch prices by day, time band and date, and the extras sold with a booking (turf.rates) ●
turf View and export turf utilisation and money reports (turf.reports)
turf Record arrival, start, finish and cleared for a pitch session; decide overruns (turf.sessions)
turf Set up turf facilities, pitch units, rental options, opening hours, closures and maintenance (turf.setup)
turf View turf facilities, the pitch calendar, bookings, teams and equipment (turf.view)