IN THIS ARTICLE:
Learn how to configure financial settings related to party bookings.

Interactive Demos for configuring and using the Party Booking Management System can be found in the Education Corner, accessible from the Office Portal's "Welcome" screen. Full details for configuring financial settings for parties are included in Chapter 6 of the "Party Booking Management: Setup and Configuration" demo.

Because party bookings are not enrollments, the way you track parties from a financial perspective is critical for evaluating sales at the end of the year. All parties and party accessories sold through the parties booking module will use the same Program and Charge Category.

Under SETTINGS>PARTIES, expand the Financial menu.

• Select a Program to track party income.
  • Click here for more information about creating/editing Programs.
• Select a Charge Category to track party income.
  • Click here for more information about creating/editing Charge Categories.

After making any changes, remember to save your settings!

Next Step: Learn about Other Party Settings!