Reports - Setting Customised Run Sheet Default Options

You can set up what sections are automatically included in your customised run-sheet that is generated from the Diary or Runsheet. To do this, go to:

  • Settings

  • Venues > Select the venue name

  • Reports tab on the left-hand side

  • Tick ‘Override venue group settings’

  • The options selected here will automatically default what appears on your customised run sheet:

> Open enquiries

> Unassigned

> Guestlist

> Phone

> Booking Reference

> Source

> Company

> Customer Requests

> Custom field (if applicable)

> Labels

> Run sheet notes

> Pre-orders

> Payments

> Guestlist names

> Empty tables

> Dietary Requirements

> Booking set up requirements


Make sure to SAVE the settings
  

Please see more information on the standard default tick boxes here.

You can also set this at Venue Group level.


Settings - Emails & Texts, Invoicing and Booking Set Up Requirements FAQs

  1. TRAINING VIDEOS - setting up the sections in the below articles
  2. Emails & Texts - Set the name and address your emails come from
  3. Emails & Texts - Booking & Enquiry notifications
  4. Emails & Texts - Add a logo to your emails
  5. Emails & Texts - Including yourself in all emails & checking your email history
  6. Emails & Texts - Setting your automatic booking reminder email
  7. Emails & Texts - Setting your automatic follow-up (leave a review) email
  8. Emails & Texts - Set your follow-up emails to go out 1 or 2 days after the booking
  9. Emails & Texts - Creating Hyperlinks within Collins
  10. Emails & Texts - Remove 'Hi customer name' on emails
  11. Emails & Texts - Automated email template examples
  12. Emails & Texts - Disable the 'cancel booking' button in customer emails
  13. Emails & Texts - Adding a new email template/message and attachments
  14. Emails & Texts - Editing an email template/message
  15. Emails & Texts - My Emails Aren't Delivering. Why? Verify your domain.
  16. Emails & Texts - Setting up SMS
  17. Emails & Texts - Setting up your SMS name
  18. Emails & Texts - Setting up SMS templates
  19. Emails & Texts - Sending SMS messages
  20. Invoicing & contracts - Setting Up Invoicing Details Per Venue
  21. Invoicing & contracts - Setting Up Contract Details Per Venue
  22. Booking Set Up requirements - How to set up
  23. Booking Set Up requirements - How to set up [VIDEO]
  24. Reports - Venue Level Automated reports
  25. Reports - Setting Customised Run Sheet Default Options
  26. Reports - How to set up automated reports [VIDEO]
  27. Changed Rules Notifications - Enabling email notifications for rule updates
  28. Changed Rules Notifications - How to set up [VIDEO]
  29. Reserve with Google - Introduction
  30. Reserve with Google - Manage your Integrations
  31. Reserve with Google - FAQs

Feedback and Knowledge Base