Adding Custom Panels/Fields to BEOs

Every business has different practices and needs, so no two business will have an identical BEO format. The Planning Pod BEO tool allows you to add Panels and Fields that exactly suit your business needs, regardless of what they are.

NOTE: When you add a custom panel or field, it will add that panel/field to all BEOs in your account.

FYI... Each field in the BEO that is associated with data from another tool or area in Planning Pod (like the Event Information fields (event name, dates/times, headcounts, etc.), Proposals, Invoices, Contracts, Floorplans, Itinerary or Food & Beverage) will pull information from those tools. So you won't need to add those things as custom fields in your BEOs because our system is already pulling that information automatically into your BEOs.

To Add a Custom Panel:

  1. Click on your name in the top left corner and select the "Settings" option.
  2. Under the "Global Setup" heading, click on the "Banquet Event Order (BEO)" link.
  3. In the controls area on the left, click "Add Panel", add the panel name and click "Save".
  4. Move the panel into the location using the arrow icon in the upper left corner of the panel.

To Add a Custom Field:
NOTE: All custom fields are text fields.

  1. Click on your name in the top left corner and select the "Settings" option.
  2. Under the "Global Setup" heading, click on the "Banquet Event Order (BEO)" link.
  3. Click on the "Add Field" button at the bottom of the panel to which you want to add a custom field. NOTE: You can add a field to an pre-built panel or to a custom panel.
  4. Name the field and click "Save".
  5. You can leave the field blank to be edited inside the event or add default text.
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