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Share a BEO and let others fill it in

Learn how to share a Banquet Event Order (BEO), control who can edit it, let clients and planners add details, and print the sections your team needs

Share a Banquet Event Order (BEO) the same way you share other files in HoneyBook, by email or link. Clients and planners see the whole file. To give staff and vendors only the details they need, print your BEO with just the sections that apply to them.


Lock or unlock your BEO

You control who can edit your BEO with the file lock. The lock applies to the entire file, and only you can lock or unlock it.

State

Who can edit

Who can view

Locked (default)

You

Clients and planners, if you've shared the file

Unlocked

You, clients, and planners

Clients and planners

No one

Everyone with access


Let clients and planners help fill in details

Unlock your BEO when you want others to contribute, for example when you need a couple to enter their ceremony timeline and dietary notes. When the file is unlocked:

  • Clients and project participants can edit any field in the file

  • Changes save automatically as they type

  • You can edit at the same time and override any entry

  • If you and someone else edit the same field, the most recent change is kept

  • You receive a notification when someone makes changes

📣 Note

Planners can fill in the BEO only when the file is unlocked and they're a participant on the project.

Lock the file again when the details are final so no one can make last-minute changes.


Print a BEO for your team

Print your BEO and choose which sections to include. One BEO can produce several purpose-built documents, such as a full BEO for your records, a kitchen sheet for catering, or a run sheet for vendors, without duplicating the file.

  1. Open the BEO

  2. Select the more options icon

  3. Select Print file

  4. Choose the sections to include

  5. Select Print


Current limitations

Keep the following in mind as you share your BEO:

  • Section-level permissions aren't available: Sharing and locking apply to the entire file, so print the sections staff and vendors need when they don't need the whole BEO

  • Change history isn't visible: HoneyBook doesn't show a list of who edited what


Still have questions? Click here to ask a question or send us a message — we’re happy to help!