Go to Party Pro Manager
  1. All Collections
  2. Inquiries & Bookings
  3. Send Client Confirmation Form to your clients
Image

Send Client Confirmation Form to your clients

Send a confirmation form to your clients to have them confirm event details, add missing info, and make payments

Avatar

By PPM Team

August 27, 2024

The Client Confirmation Form is one of the most powerful features Party Pro Manager has to offer 
💪🥳

When you have a client that is ready to book, sharing the Client Confirmation Form link with them will enable them to:

  • Review / Approve Event Details
  • Force them to add any missing details that you've set as required, and
  • Collect necessary payments (e.g. Deposit, Full Payment, Remaining Balance)


To send the Client Confirmation Form link to your clients, follow these steps...

Option 1: Send via Party Pro Manager

  • Open the Event Editor for the event you'd like to have the client confirm
  • Send your client an email
  • Be sure to include the [client.link.confirmation] or [client.url.confirmation] placeholder to dynamically add the Client Confirmation Form link for this event/client (click here to learn more about PPM Placeholders and about the difference between these two)
  • Or, if you'd rather add the link in manually...
    • With the Event Editor open, go to the Utilities tab (click wrench/screwdriver icon)
    • Click "Get Client Confirmation Form Link" option to generate and copy the link
    • Include this copied link in an email you send your client

💡 PRO TIP! Create (or modify) an email template with Standard Text to include one of the placeholders mentioned above, for the purpose of sending an email to a client with their Client Confirmation Form link.  This will give you a reusable email template you can use to send out these emails in just a few clicks!


Option 2: Send via some other method

  • You can use any alternate method you'd like to send the Client Confirmation Form to your clients (for example: WhatsApp, SMS Text Message, External Email, etc)
  • With the Event Editor open, go to the Utilities tab (click wrench/screwdriver icon)
  • Click "Get Client Confirmation Form Link" option to generate and copy the link
  • Include this copied link in a message/email to your client


Once completed by the customer, the following automated actions will occur:

  • The booking's event status will be set to either "Pending+ (awaiting upfront pay)" or "Confirmed"
  • (if applicable) A deposit payment request will be presented to the customer on screen, including the available payment options
  • 'Client approved' date will be set
  • You will be sent notification via email
IMAGE

© Party Pro Manager