Overview

BEO Templates control how your Banquet Event Orders are structured and displayed. A template defines which sections appear on the BEO, the order of those sections, and which fields are included.

Templates are created once and reused across orders. You can create multiple templates to support different event types, service styles, or locations.


This article walks through creating a BEO template and customizing its sections.

Accessing BEO Templates

  • Go to Admin

  • Scroll to Global Settings

  • Click BEO

  • Select BEO Templates



Here you will see a list of any existing templates.


Create a New BEO Template

  • Click Add a New BEO Template


  • Enter a template name. Example: Wedding, Corporate Drop-Off, Full Service Event

  • Click Create BEO Template


Your new template will open with preloaded sections.


Default BEO Sections Explained

Each new template includes standard sections. These sections can be edited, reordered, or removed.


Client Info: Displays customer and company details pulled from the order.

Event Info: Includes event type, guest count, date, service time, and order type.

Venue / Location Info: Populated from the Venue Manager or Delivery Address. This section displays venue contact details, address, and notes.

Food & Beverages: Automatically lists the menu items and quantities from the order.

Time Line: Used to document event flow, key times, and internal tasks such as setup, load-out, or service start.

General Notes: Free-form notes for staff instructions or event details.

Pull Sheet Items: Displays items included on pull sheets, based on what was added to the order.

Rentals: Shows rental items that were added to the order and set up as rentals in Menu Manager.

Staffing: Used to assign staff, positions, and working times for the event.


Reordering Sections

You can change the order sections appear on the BEO.

  • Click and drag a section header

  • Drop it into the desired position

This allows you to match the BEO layout to how your team works onsite.

Customizing Sections and Fields

Each section includes tools to control how it displays.

Section Controls

Within a section, you can:

  • Add new fields

  • Split content into two columns

  • Expand fields to full width

  • Rename the section

  • Remove the section entirely

Field Editing

Within each section:

  • Field labels can be renamed

  • Unneeded fields can be removed

Changes made at the template level apply to all orders that use the template.


Adding Additional Sections

If you need content that is not included by default, you can add new sections.

Click Add Section and choose from:

Extra Section

Use for custom notes, instructions, or internal checklists.

Signature

Adds terms and conditions along with company and customer signature fields.

Pictures

Allows images to be added to the BEO, such as room diagrams or setup photos.

Images can be uploaded or dragged into place and will print on their own page.


Staffing Section Notes

The Staffing section can be pre-filled with positions and roles you commonly use. Employees available for selection are controlled by staffing setup in Admin.

This provides a starting point that can be adjusted per event.

Saving Your Template

Once all edits are complete:

  • Click Save

Your template is now available to use on orders.


When to Create Multiple Templates

You may want multiple templates if you:

  • Offer different service styles (drop-off vs full service)

  • Use different layouts for weddings or corporate events

  • Need different internal notes for different teams


Templates can be edited or cloned at any time.


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Support

If you’re unsure which sections to include or how to structure your templates, Support can help review your setup and make recommendations. Contact our CaterZen Support Team.


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