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Private event templates & checklists

The documents behind a smooth private event, free to copy, print, or adapt. Use the checklists below to make sure your proposal and contract cover what usually causes disputes - before the night, not after.

Banquet Event Order (BEO) template

Every field your team looks for on event day, marked required or optional, with a filled-out example.

Private event inquiry form template

The fields to ask for on your inquiry form, an example submission, and what to do in the first hour.

Sample proposal & contract

A fictional proposal and signed contract, so you can see the whole document set side by side.

Private event proposal checklist

A proposal should let the host say yes without a follow-up call. If any of these are missing, expect a back-and-forth email.

Event basics

  • Host name, phone, and email
  • Event type and occasion
  • Date, arrival time, and end time (and setup/teardown windows if they matter)
  • Room or area being booked, and whether it's a full buyout
  • Expected guest count - and the date by which the final count is due

Pricing

  • Room fee or buyout fee, if you charge one
  • Food and beverage minimum, and whether it's before or after tax and service charge
  • What counts toward the minimum (food and drink only? cake or corkage fees?)
  • Service charge or auto-gratuity percentage
  • Sales tax treatment
  • Estimated total, labeled as an estimate

Commitment

  • Deposit amount and when it's due
  • When the remaining balance is due and how it's paid
  • How long the proposal is valid before the date is released
  • A clear next step: accept, then sign the contract, then pay the deposit

Private event contract checklist

Use this to review your own contract terms. It's a checklist of topics, not legal language - have an attorney draft or review the actual wording for your state.

Parties and event

  • Legal business name of the venue and the host's full name
  • Event date, times, room or area, and expected guest count
  • Reference to the accepted proposal (or the pricing restated)

Money

  • Deposit amount, and that it's applied to the final bill
  • Food and beverage minimum and how a shortfall is charged
  • Service charge, gratuity, and tax terms
  • Balance due date and accepted payment methods
  • Who pays for damage, extra cleaning, or overtime past the end time

Changes and cancellation

  • Final guest count deadline, and whether the minimum changes if the count drops
  • Cancellation schedule: what's refundable, and until when
  • Rescheduling: whether the deposit transfers, and for how long
  • What happens if the venue has to cancel (closure, emergency, weather)

House rules

  • Outside food, cake, and alcohol policy (and any corkage or cake-cutting fee)
  • Decor restrictions (confetti, candles, adhesives) and vendor access times
  • Responsible alcohol service: ID checks and the right to refuse service
  • Music and noise limits, and the hard end time

Signature

  • Signer's printed name, signature, and date
  • A line confirming the signer has authority to book for their group or company

Run the numbers too

Work out a minimum or a deposit with the free calculators, or see how VenueSprocket turns these documents into one workflow your customer completes on their phone.