Bar Events Playbook: Fill the Calendar with paid bookings
A private party is the only thing your bar sells where the price is agreed before the work happens. The bar and restaurant events playbook shows you how you stop losing money by closing that gap.
The Most Profitable Thing You Sell
A sixty-person party on a Tuesday in January pays you what a good Friday pays you, on a night you would otherwise have staffed for twelve people. The room is already rented, the equipment is already bought and the lights are already on. That is why an event makes more of every dollar than a normal night does.
It is also the only thing you sell where the price is agreed weeks before the work happens. Every other part of the bar is priced once and repeated. An event is negotiated one at a time, which means every one of them is a chance to get the price right and a chance to get it wrong, and most bars have no set way of doing it.
Nobody complains about the party you never got asked about again
If your pour cost goes up, your numbers tell you. If you quote too low, nothing tells you: the party happens, everybody has a nice time, the customer pays and you never find out the event lost money. If you take three days to reply to an inquiry, you do not get a rejection letter. You simply never hear back, and it looks exactly like nobody asking. The whole of this playbook is about making those two things visible.
What Your Inquiries Are Worth Right Now
Start with the two numbers you already know: how many people ask you about a party in a month, and how many of those you end up booking. The share you book is your win rate, and it is the single most useful number in events.
What your event inquiries are worth
InteractiveCount a normal month, not your best one. Nothing is sent anywhere; the arithmetic runs in your browser.
Why One More Booking a Month Is the Easiest Money in the Bar
Look at the last figure again. One extra party a month, on nights you are already open and already staffed, is usually worth more over a year than any price increase you would dare put on your menu. And you do not have to find new customers to get it. Most bars are already being asked more often than they book, which means the extra bookings are sitting in inquiries that were answered late, quoted badly or never followed up.
Events Build on a Delay
Everything in this playbook takes effect later than you would like, because the work you win this month happens in two or three months. That delay is the reason most bars give up on events: they tidy up how they answer inquiries, see no change in the next four weeks, and stop.
| When | What you do | What you see |
|---|---|---|
| Week 1 | Put every inquiry in one list. Write your packages down with prices. Print the inquiry form and keep it by the phone. | You find inquiries nobody ever answered. Most operators find at least one. |
| Weeks 2 to 4 | Reply to everything the same day. Send every quote with the service charge, the tax, the deposit and the dates on it. | Faster yeses, and fewer questions coming back on each quote. |
| Weeks 4 to 8 | Start a run sheet two weeks before every event. Take a deposit before you hold a date. | Events that run without anybody chasing you, and no more dates held for nothing. |
| Weeks 8 to 12 | Work out what each finished event made. Fix the package prices that came out thin. | The first real answer on whether your prices are right, on your own numbers. |
| Month 3 onward | Keep the list of who booked with you and contact them before their next occasion. | Repeat bookings, which cost you nothing to win. |
The order matters more than the speed. Answering inquiries faster puts more work in front of you, and there is no point doing that before the price is right, because a bad package booked more often loses money faster. Write the packages down first.
What Your Events Are Costing You
Answer these about how your bar handles a party today, not how you intend to handle one. Every No carries an estimate of what it costs a bar doing around a million dollars a year with a few events a month. They are estimates to show you the size of the thing, not a bill.
01Does every party inquiry get a reply the same day it arrives?
02Are your packages written down with prices, so anybody can quote from them?
03Does every quote show the service charge and the sales tax as their own lines?
04Do you take a deposit before you hold a date?
05Does every booked event have one written sheet the kitchen and the floor both work from?
06Do you get a final guest count on an agreed date and bill against it?
07Is there one calendar with every held date on it that somebody checks before confirming a booking?
08After an event, do you work out what it actually made?
09Do you keep a list of the people who have booked with you, and contact them again?
10Do you follow up on a quote that has gone quiet, and find out why you lost the ones you lost?
Answer the ten questions above and your score builds here.
These are example figures. They are common costs for each gap, not a measurement of your bar.
Where the Money Goes
Events lose money in five places, and only one of them is the price. The other four happen after the price is agreed, which is why a bar can charge well for events and still make nothing on them.
| The leak | What it looks like | What it costs |
|---|---|---|
| The inquiry you never answered | A message sits for three days, or arrives while you are busy and is never seen again. You never find out it happened. | The whole booking, several times a year. |
| The price set by feel | A number is worked out on the phone, against no costs, usually low because the customer is listening. | A few hundred dollars on every event quoted that way. |
| The count you never confirmed | They said sixty at the inquiry. Forty eight turn up. You bought food for sixty and billed for forty eight. | The difference, on every event where the number moved. |
| The event nobody wrote down | On the night the kitchen does not know the timings, the floor does not know the drinks arrangement, and somebody is texting the owner at home. | Overtime, waste, and the repeat booking you do not get. |
| The event you never added up | The customer paid, everybody was pleased, and nobody worked out that the package made eleven percent. | Every future booking of the same package. |
Four of the five are free to fix
Answering inquiries the same day, confirming a count on a date, writing one sheet before the night, and adding up the result afterward all cost you time and nothing else. Only the fifth, setting the price properly, asks you to change what you charge. That is worth knowing before you start, because it means you can close most of this gap without asking a single customer to pay more.
Numbers to Measure Yourself Against
These are the figures a bar running events well tends to hit. Some of them should be high and some should be low, so check which way each one goes before you read your own number against it.
Check one of your numbers
InteractivePick a measure, put your own figure in, and it tells you where you sit and why the measure matters.
Winning the Work
| Measure | Good | Watch | Problem | Why it matters |
|---|---|---|---|---|
| Time to reply to an inquiry | Under 4 hours | 4 to 24 hours | Over 24 hours | They are asking two or three venues. The first real answer wins a large share of the work whatever the price is. |
| Inquiries you book | 50% or more | 30 to 50% | Under 30% | Below 30 percent the problem is usually speed or the quote itself, not your prices. |
| Days from inquiry to quote sent | Same or next day | 2 to 3 days | Over 3 days | A quote that arrives after they have had two others is compared, not considered. |
Making It Pay
| Measure | Good | Watch | Problem | Why it matters |
|---|---|---|---|---|
| Event margin after all costs | 30% or more | 20 to 30% | Under 20% | The room and the equipment are already paid for by your normal trade, so an event should beat a normal night. |
| Food cost on an event | Under 28% | 28 to 35% | Over 35% | Event food is bought to a known headcount, so it should run tighter than your everyday menu, not looser. |
| Deposit taken | 25% or more | 10 to 25% | Under 10% | The deposit is what makes the date real. Too small and a cancellation costs you the night for nothing. |
Not Losing It After You Win It
| Measure | Good | Watch | Problem | Why it matters |
|---|---|---|---|---|
| Events with a run sheet two weeks out | 100% | 80 to 100% | Under 80% | Two weeks is the last point at which a missing detail can still be fixed without costing anything. |
| Finished events with the numbers worked out | 100% | 60 to 100% | Under 60% | An event nobody added up cannot tell you whether the price was right, so the next one repeats it. |
One Booking, Start to Finish
The eight systems below are not eight separate jobs. They are one booking followed from the message that starts it to the money it made, and each one hands something to the next.
| Stage | System | What it hands on |
|---|---|---|
| Somebody asks | 1. The inquiry | A date, a headcount and a way to reach them, written down. |
| Before you can quote | 2. The package price | A per-head price you already know covers its costs. |
| You quote | 3. The quote | One total, built the same way every time, with nothing to discover later. |
| They say yes | 4. The deposit | A date that is really held, and two dates in writing. |
| Two weeks out | 5. The run sheet | One page the whole team works the night from. |
| All the way through | 6. The calendar | Certainty that the room is free before you promise it. |
| After the night | 7. What it made | The number that corrects system 2 for the next booking. |
| Then again | 8. The regulars | The next inquiry, without having to find a new customer. |
Write the packages down, then answer everything the same day
Those two, in that order. The packages first because answering faster with the wrong price sells more of a bad deal, and the same-day reply second because it is the thing that decides how much work you are offered at all. Everything after those two is about keeping what you have won, which matters, but you have to win it first.
Answer Every Inquiry the Same Day
A bar owner went through his own email for the previous three months looking for the word "party". He found nineteen messages. Eleven had been answered, four of them days later. Eight had never been answered at all. At an average party of about three thousand dollars, the eight he never replied to were worth more than twenty thousand dollars of work he did not know he had been offered.
None of those eight had complained. Nobody writes back to say they went elsewhere. From behind the bar it looks exactly like nobody asking, which is why this is the leak operators are most surprised by and the easiest one to close.
Why Speed Beats Price on a Party Booking
Somebody organizing a party for forty people is usually doing it on top of their actual job, and they are almost always asking two or three venues at once. The first venue to come back with a real answer gets a large share of that work, because by the time the other two reply the organizer has already started planning around the one that answered. You do not have to be the cheapest. You have to be the one that replied.
A reply also does not have to be a finished quote. It can be three sentences: the date is free, parties of that size are usually between this and that per person, and here are the two things I need to know to price it properly. That takes two minutes and it puts you in the running.
The five stages a booking passes through
Every party you are asked about is at exactly one of these five stages, and writing the stage next to it is what stops any of them being forgotten. Lead means somebody has asked and you have not quoted yet. Quote sent means they have a price and you are waiting. Booked means the deposit is in. Completed means the event has happened. Lost means they went elsewhere or cancelled, and you wrote down why. One line per party, one stage per line, and the whole pipeline is visible on a single sheet of paper.
Run It Without Software
One sheet of paper or one spreadsheet, with a row per party and these columns: the date they asked, the name, how to reach them, the event date, roughly how many guests, the stage, and the date you last did something about it. That last column is the one that does the work.
Then one rule. Anything in Lead or Quote Sent that has not been touched for three days gets touched today. Three days is the point at which an inquiry stops being warm, and it is the rule Bar Cop uses to flag one as going stale. Check the sheet once a day, at the same time, and act on anything older than three days. That single habit is most of the value of this system.
Work Out Your Win Rate
Your win rate is the share of the parties you quoted that you ended up booking. Count over the last ninety days rather than the last month, because event numbers are too small to mean anything over four weeks. Count every inquiry that has reached an end, so bookings plus completed events plus the ones you lost, and divide the ones you won by that total.
Your win rate and what lifting it is worth
InteractiveUse the last ninety days. Count only inquiries that have finished one way or the other, so a quote you are still waiting on does not count yet.
Capture the Same Eight Things Every Time
Most quotes take days because the person quoting has to go back and ask three more questions. Ask them on the first call and you can quote the same afternoon. Print this and keep it where the phone is answered.
Event Inquiry FormOne per inquiry. Fill it in on the call.
Who and When
What They Want
The Eight Things You Need Before You Can Quote
| Question | Answer | Asked |
|---|---|---|
| What date, and is there a second choice? | ||
| How many guests, and is that firm or a guess? | ||
| Seated meal, buffet, or food passed around? | ||
| Open bar, a bar tab to a limit, or guests pay their own? | ||
| Do they need the space to themselves? | ||
| Any allergies or dietary requirements they know of? | ||
| Anything else promised: a screen, a microphone, a cake? | ||
| When do they need an answer by? |
Notes
Where It Got To
This is a template for your own use. Ask only what you need to quote and serve the booking. Anything you write down about a guest is personal information you are now holding, so keep these sheets where other customers cannot read them and do not keep them longer than you need them.
Everything above is one sheet somebody has to keep up to date by hand. In Bar Cop, Event Booking is that sheet: one record per party carried from the first message through to the money it made, with the stage on it and a prompt for what happens next. An inquiry that has sat for three days is flagged as going stale, and the win rate over the last ninety days is worked out for you rather than counted. Nothing is re-entered when a lead becomes a booking, because it was always the same record.
Price a Package So It Pays
A bar had a forty-dollar-a-head buffet package it had been selling for two years. Working it through properly on a sixty-person booking, the food came to fourteen dollars a head and the drinks the package included came to another six. Then the staffing: five people for six hours to set up, serve and clear, which was about five hundred dollars. On twenty four hundred dollars of revenue, the package made a little over four hundred, which is seventeen percent. It had looked like a good package for two years because nobody had put the staff into it.
What a Per-Head Price Actually Has to Cover
A per-head price is the amount you charge for each guest attending. It has to cover four things, and most packages are priced against only the first one.
| What it covers | How to work it out |
|---|---|
| The food for one guest | Add up what the ingredients for one guest's portion cost you. If you already cost your menu, you have this. |
| The drinks for one guest | Only if drinks are included in the package. Work from what the drinks cost you, not what you sell them for. |
| The staff the event needs | Hours multiplied by what you pay. Count setup and clearing down, not just the hours guests are in the room. |
| Anything you rent or buy in | Linen, extra glassware, a cake, a florist, equipment hire. Whatever you would not have spent otherwise. |
Run It Without Software
There are two steps and the second one is the step nearly everybody skips.
Step one: set the price off the food cost. Take the food cost for one guest and divide it by the food cost percentage you want to run, written as a decimal. Food at fourteen dollars a head with a twenty eight percent target gives fourteen divided by 0.28, which is fifty dollars a head. Twenty eight percent is a normal target for event food, because you are buying to a known headcount instead of guessing at a Tuesday.
Step two: check the price covers everything else. Multiply the fifty dollars by the number of guests to get the revenue, then subtract all four costs from the table above. What is left is what the event makes. If that is under thirty percent of the revenue, the price is too low or the package includes too much, and dividing by a smaller food cost percentage is how you fix it.
Why the second step is not optional
Dividing by a target food cost percentage only ever looks at the food. It knows nothing about how many staff the event needs or what you had to rent, so it will happily hand you a price that loses money on a labor-heavy package. The forty-dollar buffet above passed step one comfortably. It failed on staffing, and only step two would have found that.
Price a package and check it pays
InteractivePut in what one guest costs you and what the event costs to staff. It sets a per-head price off the food, then checks that price against every cost.
Write Down Three Packages and Stop Quoting From Scratch
Three is enough and more than four is a menu nobody reads. Price each one through the tool above, then write each one on a single line with what is in it, what it costs a head and the smallest party it applies to. Anybody who answers the phone can then quote without asking you, which is the point.
| Package | What is in it | Suits |
|---|---|---|
| Drinks and something to eat | Passed food, a bar tab to an agreed limit, the space for a set number of hours. | Birthdays, leaving parties, anything standing. |
| Buffet | A set buffet at a set time, soft drinks included, bar open at normal prices. | Larger parties, wakes, company gatherings. |
| Seated meal | Two or three courses from a short set menu, a glass on arrival, table service. | Anniversaries, company dinners, anything formal. |
Price Packages holds your packages with their prices, and a quote on a booking fills itself in from whichever one you pick, so the price is the one you decided rather than the one somebody remembered. The same calculator as above is built into it and into every booking, and it starts from the wages you already have on your staff records rather than asking you for an average again.
Build Every Quote the Same Way
A quote has four parts and they go together in one order. Get the order right once, write it down, and every quote after that takes five minutes and cannot be argued with at the end of the night.
Food and drink first, then the service charge and the tax on that, then the room fee on top
1. The food and beverage subtotal. The per-head price multiplied by the guest count, or your food and beverage minimum, whichever is the greater of the two. 2. The service charge. A percentage of that subtotal, normally twenty percent. 3. The sales tax. Your rate, also on that subtotal. 4. The room fee. A flat charge for the space, added at the end. The room fee is not normally serviced and how it is taxed varies, so it goes on after the other three rather than into the subtotal.
What an F&B Minimum Is and Why You Want One
A food and beverage minimum is the smallest amount a party has to spend on food and drink for the booking to be worth taking. It is how you stop twenty people tying up your best room on a Saturday. If your minimum is twenty five hundred dollars and twenty guests at eighty five dollars each only comes to seventeen hundred, you bill the twenty five hundred.
It is not an extra charge on top. It is a floor underneath, and the guest gets the difference in food and drink rather than losing it. Explained that way, most people accept it without argument, because they are not being asked to pay for nothing. They are being told the smallest party the room is available for.
The Guaranteed Count, Which Is Where the Money Is
The number a customer gives you at the inquiry is a guess. The guaranteed count is the final headcount they commit to a set number of days before the event, usually seven, and it is the number you order food against and schedule staff against. Standard practice, and what the agreement later in this playbook says, is that you bill the guaranteed count or the number who actually attend, whichever is higher.
That one sentence is worth real money and it is the part most bars have no process for. Sixty guests estimated at eighty five dollars a head is a subtotal of five thousand one hundred dollars. If the final guarantee comes in at seventy five and you carry on billing the estimate, you have bought food for seventy five, staffed for seventy five, and charged for sixty. Put the guarantee in the tool below and watch every line move.
Run It Without Software
Six lines on a page, in this order, every time. Per head times the count. Compare to the minimum and keep the bigger one. Service charge as a percentage of that. Tax as a percentage of that same figure. Room fee. Add them up. Then write the deposit underneath and subtract it to show the balance.
Build a quote
InteractiveLeave the guaranteed count empty until you have it, and the quote uses the estimate. Fill it in and the quote bills the guarantee instead, which is what your agreement entitles you to.
What Has to Be on the Quote You Send
Every line above, written out, plus four dates. Send it as a document rather than as a sentence in an email, because a document is what somebody forwards to whoever is paying.
Event Quote WorksheetWork the numbers out here, then send it.
The Quote
| Line | Working | Amount |
|---|---|---|
| Price a head | ||
| Guest count billed (guarantee if given, else estimate) | ||
| Per head times the count | ||
| F&B minimum | ||
| Food and beverage subtotal (the greater of the two above) | ||
| Service charge, percent of the subtotal | ||
| Sales tax, percent of the subtotal | ||
| Room fee | ||
| Quoted total | ||
| Deposit due to confirm | ||
| Balance due |
The Four Dates
What Is Included
What Is Not Included
This is a working sheet, not a quote and not a contract. Sales tax rates, what a service charge may be called and how either is treated all differ by state, so confirm your own rates with your accountant and check what has to appear on a customer document where you trade.
A booking's quote is built from exactly the lines above, and every one of them is worked out as you type. Pick a package and the per-head price and the minimum fill themselves in. Enter a guaranteed count on the run sheet and the quote moves to billing the guarantee, with the total naming which count it billed, so the figure never changes for a reason you cannot point at. The quote goes out as a printed document or an email with the same breakdown in it.
No Deposit, No Held Date
A bar held a Saturday in December for a company party from the middle of October. In November they turned away two other inquiries for that night. Ten days before, the company cancelled: the organizer had left and nobody else knew about it. There was no deposit, so there was nothing to keep, and the Saturday before Christmas was sold as a normal night at a fraction of what either of the parties they turned away would have paid.
What the Deposit Is Really For
It is not a part payment. It is the thing that makes the date real, for both of you. Once somebody has money with you they organize around your venue instead of continuing to shop, and you can turn other work away knowing what you are turning it away for. Without it you are holding inventory you cannot sell for a customer who has committed to nothing.
A quarter of the quoted total is the most common amount, and anywhere from a fifth to a half is normal depending on how far out the date is. The percentage matters far less than two other things: that you take it before you mark the date as held, and that whether it is refundable is written down and read before they pay it.
Hold the date properly if you are going to hold it at all
If somebody needs a few days to confirm, hold the date and tell them the day it comes off hold. Write that day on the sheet. When it arrives, either the deposit is in or the date goes back into the calendar, and you tell them so. What loses money is a date held indefinitely because nobody wanted to make the call, which is how a Saturday in December quietly disappears.
Run It Without Software
Work out the deposit as a percentage of the quoted total. Then set three dates from the event date, counting backward: the day the deposit has to be in, the day the final guest count is due, and the day the balance is due. Write all three on the quote before you send it, so nothing has to be negotiated later. Seven days before the event is the usual point for the final count, because it is the last moment you can order food and build a schedule against it.
Deposit, balance and the dates that go with them
InteractivePut the event date in and it counts the three dates backward for you, and tells you what should already have happened.
Put It in Writing, Once
You do not need a long contract. You need one page that both sides have read, covering the deposit, the count, the balance, cancellation and damage. Write it once and use it on every booking. The template below is the same set of terms Bar Cop starts operators with, and you should have an attorney in your state read it before you use it, because what holds up in a cancellation clause is not the same everywhere.
Event AgreementOne page. Have an attorney in your state read it first.
Terms
Deposit. The deposit shown above is due to confirm this booking and is non-refundable. Your date and space are not held until the deposit is received.
Final balance. The remaining balance is due on or before the event date.
Final guest count. A final guaranteed count is due seven days before the event. You are billed for the guaranteed count or the actual count, whichever is higher.
Cancellation. Cancellations made well ahead of the date may refund any payment beyond the deposit. Closer to the date, payments are non-refundable.
Service charge and tax. A service charge and applicable sales tax are added to the food and beverage total, as shown above.
Damage and overages. You are responsible for any damage to the space and for charges beyond what is quoted, billed after the event.
Anything Agreed on Top of the Above
Signed
This is a starting template, not legal advice. Cancellation terms, deposit forfeiture and how a service charge is treated all differ by state. Have an attorney where you trade review this before you use it, and ask your accountant and payroll provider how your service charge should be handled.
A booking records the deposit and the date it was paid, works out the balance still owed, and marks the balance collected when it arrives. The Event Agreement is a printable document with your own terms in it, which you can rewrite once and use on every booking after that. Money a booked event is going to bring in also shows on your cash forecast, so a deposit you are expecting and a balance due next month are in the picture rather than a surprise.
Run the Night Off One Sheet
A sixty-person anniversary dinner went badly at a bar where everything about it had been agreed properly. The price was right, the deposit was in, the food was ordered. The manager who sold it was off that night. The kitchen sent the first course forty minutes after the speeches had been planned for, two guests who had told the organizer about a nut allergy were served the wrong dish, and the microphone that had been promised was in a cupboard nobody could find. None of that was a disagreement about what had been agreed. It was that what had been agreed lived in one person's head and their email.
Write It Two Weeks Out, Not on the Day
Two weeks before the event is the point at which everything can still be fixed for nothing. Chase a missing guest count at two weeks and it is a phone call. Discover at two weeks that they expected a screen and you can hire one. Find either of those out on the afternoon of the event and both cost money, or you do not deliver what you sold.
So the rule is one date, not a feeling: two weeks before every booked event, the run sheet gets written. That is also the point Bar Cop starts flagging a booked event that has nothing written for it yet.
Run It Without Software
One page, printed, on the wall in the kitchen and behind the bar on the day. It answers every question somebody working that night would otherwise have to ask, and it exists so that the event does not depend on whoever sold it being in the building. Fill it in two weeks out, update it when the final count arrives, print it the day before.
Event Run SheetTwo weeks out. Print it and put it up.
Timeline
| Time | What happens | Who |
|---|---|---|
| Room set and checked | ||
| Organizer arrives | ||
| Guests arrive, drink on arrival served | ||
| Food out | ||
| Speeches, cake or anything at a fixed time | ||
| Bar arrangement changes or tab closes | ||
| Last orders, guests leave, room cleared |
Food as Sold
Allergies and Dietary Requirements
| Guest or table | What they cannot have | What they get instead |
|---|---|---|
Drinks Arrangement
Room Setup and Equipment
Staffing for the Night
| Position | How many | Start to finish |
|---|---|---|
| Bar | ||
| Floor | ||
| Kitchen | ||
| Setup and clear down |
Money
Anything Else the Team Needs to Know
This is a template for your own use. It is not food safety advice. An allergy written on this sheet is only as good as the person who reads it, so confirm every one with the kitchen out loud on the day, and follow your own local health authority on how allergens must be handled and recorded.
The Checklist for the Whole Booking
This is the same booking followed from the message that starts it to the money afterward. Tick it off here as you go, or print it blank and keep one per event with the run sheet. What you tick is remembered in this browser only, and nothing is sent anywhere.
Event Booking ChecklistTick it off here, or print it blank for the file.
When the Inquiry Arrives
Quoting
When They Say Yes
Two Weeks Out
The Day Of
After the Event
This is a template for your own use, not a standard anybody sets for you. Add the steps your own bar needs and take out the ones that do not apply, because a checklist somebody has to work around stops being used within a week.
The Run Sheet is part of a booking rather than a separate document, so the guest count on it is the count the quote bills and the two cannot disagree. A booked event inside fourteen days with nothing written on its run sheet yet is flagged for you. Scheduling the staff for an event opens Build Schedule on that event's week with the event named, so the hours land on the right days and come back into what the event cost.
One Calendar, Checked Before You Say Yes
Everything else in this playbook can be recovered from. A quote that was too low still made something. A run sheet written late is still a run sheet. Two parties promised the same room on the same night cannot be fixed at all: one of them is told, close to their date, that the booking they organized around is not happening. That is the only mistake here that ends a relationship with a customer for good.
It Is Almost Never Forgetfulness
Double bookings do not happen because somebody forgot a party. They happen because there were two places to look. A book behind the bar and an inbox. Two managers each holding a date verbally for somebody. A booking written on the calendar and a hold that was only ever agreed on the phone. Every case is the same shape: the person confirming looked in one of the places, and the other place had the answer.
Run It Without Software
One calendar, in one place, that everybody uses. Paper on a wall is fine as long as it is the only one. Three rules make it work.
- Write it the moment a date is held, not when the deposit arrives. A held date blocks the room just as effectively as a paid one, so it has to be visible.
- Write the room next to the date. If you have two spaces, the same night can hold two parties and you need to see which room each one is in. If you have one space, the rule is one event a night and the calendar is simply full or not.
- Every hold carries the day it expires. Write it on the entry. When that day comes the deposit is in or the date is released and the customer is told.
Then the habit that makes all three worth having: look at the calendar before you say yes to anybody, every time, including when you are sure. The cases that go wrong are the ones where somebody was sure.
Put Your Own Dates on It Too
The same calendar should carry the dates you already know will be busy, because they are the nights you should not be giving away cheaply and the nights worth selling hardest. Public holidays. The Friday before a holiday weekend. Big local games and whatever else fills your room without you doing anything. A party inquiry for one of those nights should be quoted at your full price with a real minimum, and a quiet Tuesday in February is where you can afford to be flexible.
Event Calendar is one month grid holding both things: every booked event and every date you have marked as busy for your own reasons. Two bookings on the same date in the same space are flagged on the booking and marked on the calendar, and where no space has been named it says two events are on one day rather than claiming a room clash it cannot know about. Clicking an event on the calendar opens the booking.
Work Out What Each Event Actually Made
An event that has happened is the only honest test of a package price. Everything in system 2 was an estimate made before the work: how many staff you thought it would need, what you thought the food would cost. Afterward you know. A bar that adds up three events finds out more about its own pricing than any amount of comparing itself to other venues.
Sales tax is not revenue, and leaving it in flatters every event
The total on the invoice includes sales tax you collected and will hand over. It was never yours. Take it out before you do anything else, or every event you add up will look better than it was and the worst packages will look acceptable. The service charge you keep, so that stays in. The tax does not.
Run It Without Software
Five numbers on one line. What came in without the tax. What the food cost you. What the drink cost you. What the staff cost, counting setup and clear down. Anything you hired or bought in. Subtract the four costs from the first figure and you have what the event made. Divide that by what came in and you have it as a percentage, which is the number to compare between events.
Thirty percent or better is a solid event. Events should beat a normal night, because the rent, the room and the equipment are already paid for by your everyday trade. If an event comes out under twenty percent, the two usual causes are that it was staffed more heavily than the price allowed for, or that the package price was set off the food cost and nobody checked it covered the rest.
What the event made
InteractiveRevenue without the sales tax in it. Include the service charge, because you keep that.
Event Result WorksheetOne per finished event. Ten minutes, the week after.
What Came In
| Line | Working | Amount |
|---|---|---|
| Invoice total, everything the customer paid | ||
| Less sales tax collected | ||
| Plus anything bought at the bar beyond the package | ||
| Came in, no tax |
What It Cost
| Line | Working | Amount |
|---|---|---|
| Food | ||
| Drink | ||
| Staff, including setup and clear down | ||
| Hired, bought in or brought in for this event | ||
| Total cost |
The Result
What to Change on the Next One
This is a working sheet for your own management use, not an accounting record and not a tax document. It is deliberately simpler than your books: it shows what one event made on the costs you can trace to it, and it does not carry rent, insurance or anything else you pay whether the event happens or not.
A completed booking shows what came in, what it cost, what it made and the margin as a percentage, with thirty percent named as the mark. The staff cost is read from the hours actually logged on the event's shifts rather than typed again, so it is what the event really cost to staff and not what you planned. Revenue from an event held offsite or standalone also feeds Close The Week as catering, and an in-house event tagged to a shift is left out of that so it is not counted twice.
Keep the Guests You Already Have
A company held its holiday party at the same bar three years running, forty people each time. In the fourth year nobody from the bar contacted them and they went somewhere else. The bar had no idea it had happened until somebody mentioned it in February. Nothing went wrong at any of the three parties. They were simply never asked back.
Somebody Who Has Paid You Once Is Worth More Than an Advertisement
A guest who has already held a party with you knows the room, trusts you with a date and has to make no decision beyond saying yes. That is the cheapest booking you will ever get, and getting it costs one message. Most bars send that message to nobody, because nobody keeps the list.
Run It Without Software
One list. A name, a phone number, an email, what they booked and when, and the occasion. Then two extra columns that do most of the work: a birthday and an anniversary, whenever somebody mentions one. Those two dates come round every year and they are the two reasons ordinary people book a table or a room.
Read the list once a month. Two things to look for. Anybody with a birthday or an anniversary in the coming month gets a message. And anybody who used to come in and has not been seen for two months has gone quiet, which is the point at which a regular is drifting away and a short message still brings them back. Two months is the mark Bar Cop uses.
What a regular is worth, and what the quiet ones cost
InteractiveUse a typical regular rather than your best customer. The point is the size of the number, not its precision.
What to Ask, and When
| When | What you send |
|---|---|
| The week after their event | A thank you, and one question: was there anything you would change if you did it again? The answers to that question are worth more than a review. |
| Ten or eleven months later | For anything annual, a holiday party or a company gathering, a message before they start looking. Ten months is early enough to be first. |
| The month of a birthday or anniversary | A short note offering to hold a table or a room. Not a discount. The offer to organize it is the value. |
| Two months without a visit | One message saying you have not seen them. That is all it takes, and it works far more often than an advertisement to somebody who has never been in. |
Track Regulars is that list, with birthdays and anniversaries in the coming month pulled out for you and anybody who has not been in for sixty days marked as gone quiet. You can add people one at a time or bring an existing list in from a spreadsheet. A booking can be tied to the regular who made it, so the third holiday party is on the same record as the first two.
The Bookings Are Already Being Offered to You
Almost nothing in this playbook is about finding new customers. The inquiries are already arriving, the packages are already being sold and the parties are already happening. What changes is that they get answered, priced, written down and added up. An operator who did the four things below found two unanswered inquiries in the first week, and one of them still booked.
- Search your email and your messages for the words party, event and function, going back three months. Write every one you find on a list with its stage. Reply today to anything that never got an answer.
- Take your most-sold package and run it through the package calculator with real staff hours in it. If it comes out under thirty percent, you have found the most expensive thing on this page.
- Print the inquiry form and put it where the phone gets answered, so the next person who asks gets all eight questions.
- Write the three dates on your next quote before you send it: deposit due, final count due, balance due. That one habit prevents most of what goes wrong later.
None of it needs software and none of it needs a meeting. It needs one list, three written packages and the habit of looking at the list every day. The software helps when the list gets long enough that remembering which of eleven parties is waiting on you stops being possible, which happens sooner than most operators expect.
Questions operators ask.
What comes up the first time a bar takes private events seriously.