Linking Events allows you to pull data from the selected Event(s) into a Document.
If you have Bookings with multiple Events, you can pull all or some of those onto one Document.
How to Link & Unlink Events
How to Link & Unlink Events
Link Events at the time of Adding the Document to a Booking
Click the top checkbox under the 'Linked Events' to select all Events or click the checkbox of specific Event(s)
Link Events at the time of working with an existing Document of a Booking
An existing Document will show you all the Events that can be linked/unlinked. By default the details of the Linked Events are collapsed.
Click on the little drop down arrow to see more.
Note: The position of this little drop down arrow may be at the end of the line or positioned elsewhere depending on the number of events linked.
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Tick or Untick the boxes of the Events you wish to link or unlink to the document. Remember to Save.
How to Change a Primary Event
How to Change a Primary Event
When you're working on a Document, and you have more than one Event associated with the Booking, Events are listed in chronological order - whichever Event is staring the earliest is considered the Primary event by default, however this can be changed with one simple click:
Open a Document
Find the Linked Events in the header
Click on the drop-down arrow
Click on Make Primary on your desired Event
Changes will be saved
Important Considerations
Important Considerations
If you are working with multiple Events and would like all of their information shown, use the Events/Spaces Document Element.
Any Email Templates or Workflows that use merge fields associated with Events will draw from the Primary Event.