Oto Project Plan
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Create and deliver an event

Configure products, create an event, plan BEO/day-of work, manage bookings/payments/suppliers, execute, and archive.

Existing functionality

Starting point

The journey begins when a branch or line manager with event duties creates an event or when staff deliver the event-day work.

Steps

  1. 1

    Manage event statuses, physical locations, birthday packages, entertainment, setup items and set menus.

  2. 2

    Browse permitted active or archived events in list, Kanban, and calendar views, with search and event-type and branch filters.

  3. 3

    Capture party, child/parent, guests, branch, date/time, value/deposit, tasks and AI-assisted details.

  4. 4

    Capture schedule, location, description, information blocks, bookings, payment and check-in configuration.

  5. 5

    Capture date range, daily times/hosts, cancelled days, notes, capacity and registration configuration.

  6. 6

    Manage timeline, POS, setup, kitchen, bar, notes, assignments and section completion from an saved event version.

  7. 7

    Add, edit, or cancel event bookings and record attendee details, arrival, totals, paid amounts, payment methods and dates, source channels, and POS references.