Suite Ordering by Event in Appetize

Assign Suite Accounts to Specific Events

To enable Suite Ordering by Event: 

1. In Connect, select Suites > Suite Accounts.
2. Select the Suite Account you want to modify.
3. Select the Suites tab.
4. Find the suite you want to assign events to and select edit.
5. Find the event type you want to assign events to and select select. 
   • Assign All By Type: Assign the suite account to this suite for all created events with this event type i.e., permanent stakeholders.
   • Specific Events: Assign the suite account to specific events within the event type.  When the suiteholder logs into the PreOrder Portal, they will only view the events assigned to them.
   • Unassign All: Unassign all events associated with this event type for the suite account. 

PreOrder Cutoff Enhancements

To enable PreOrder Cutoff access for a Connect user: 

1. In Connect, select Options > Connect Roles.
2. Select the Connect role you want to modify.
3. Scroll down to the Suites section.
   
   

• View PreOrder Cutoff Template: Grant the Connect role view access to both the PreOrder cutoff template and the cutoff override on an event.
• Edit PreOrder Cutoff Template: Grant the Connect role edit access to both the PreOrder cutoff template and the cutoff override on an event. 

Create a PreOrder Cutoff Template

The 7-day calendar template automatically inherits the PreOrder cutoff set in Suites Settings.  This module has now replaced that field. 

1. In Connect, select Suites > PreOrder Cutoff.
2. Select the blue editable weekday and time.
3. Set the PreOrder cutoff by weekday and time for events on the selected day.
   • The cutoff day set will be the weekday prior.
4. Select the pencil to edit the cutoff details.
5. Set the Display cutoff details on PreOrder Portal.
   • Yes: The PreOrder Portal will display the cutoff date and time on the event.
   • No: PreOrder cutoff details will not be displayed on the PreOrder Portal.
6. Set the Cutoff details.
   • Not set: Defaults to “Order by” with the cutoff date and time.
   • Entered text: Displays entered text with the cutoff date and time. 

Create a PreOrder Cutoff Event Override

1. In Connect, select Events > Calendar and select the event you want to modify.
2. When a Suites Event Type is assigned to an event, the PreOrder cutoff template information is displayed.
3. To override the PreOrder cutoff, select the weekday and then the time field.
4. Select Save.

Event Details Enhancements

To add Suite Specific information to an event:

1. In Connect, select Events > Calendar and select the event you want to modify.
2. Set the Display Date & Time Start.
   • Display Date & Time: This displays on the event in the PreOrder Portal. When not set, the PreOrder Portal event will automatically display the Date & Time Start.
3. Enter any Event Info.
   • Not set: No added details appear on the event in the PreOrder Portal.
   • Entered text: Entered text displays on the event in the PreOrder Portal.
     
     

Updated No Order Report

View the suite accounts that still need to place a Pre-order for an upcoming event. 

1. In Connect, select Suites > Reports > No Order Report.
2. Filter the Start Date and End Date to find the event you are searching for.
3. Select Download Report.