The decision this workflow supports
An organizer may refer to a room seen in photographs or used at a previous event. The intake needs to preserve that preference without assigning a space that staff have not checked for the proposed date.
Put the review process in place
Ask which space the organizer means and record any flexibility. Use the restaurant’s approved room names so the events team can identify the request. If the photograph is unclear, note the source for review instead of guessing which room it depicts.
Worked example for your team
A fictional organizer refers to “the room with the green wall” in a saved photograph. The assistant cannot confidently map that description to a current room name. Record the photograph or page reference and ask staff to identify it. If the organizer would consider another space, preserve that separately. The reviewer should be able to discuss alternatives without suggesting that the pictured room has already been selected. Include a test using an old event image so the workflow does not rely on a photograph as proof of the current layout.
Sample wording to approve
“I can note your preferred room and any alternatives you would consider. The events team will check the date and confirm the space; this inquiry does not hold it.” This wording is a draft for the restaurant owner to approve before use.
Fields for the staff handoff
Staff need preferred room, photo or page reference if unclear, acceptable alternatives, date, and events owner. Mark uncertain details explicitly and keep the requested action separate from anything restaurant staff have already confirmed.
Acceptance tests before use
A preferred room is not shown as assigned. An old photo does not establish current layout. The team can tell whether alternatives are acceptable. Record the observed result, assign any mismatch, and repeat the affected scenario after correction.
Further reading
Catering inquiry value calculator ↗
Try Ava with your business’s public information ↗