Getting started / Customising PPM

Tips on how to get started with Party Pro Manager

Getting Started Video Tutorials 📽

These quick videos are here to help you settle into your new Party Pro Manager (PPM) account: Add your branding and personalizations Test your booking form View and update events Emailing a client...

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By PPM Team

updated 9 months ago

Navigating Your Way Through PPM

This tutorial will give you a quick walk-through of the PPM platform to help you find everything you need more easily :) When you first log into PPM, you’ll see this:  The main navigation menu for...

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By PPM Team

updated over 2 years ago

Quick Tour of Your Mobile Experience

You’re on the go… a lot! And, PPM wants to tag along for the ride 🥳 Here’s a quick tour of the mobile experience… The mobile version is relatively limited in terms of features, focusing on tasks...

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By PPM Team

updated over 2 years ago

Account Settings (Tutorial)

This tutorial walks through every step when setting up your "Account Settings". Step 1: Click "Settings" button in the profile / settings dropdown menu It looks like this:  Step 2: Enter your...

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By PPM Team

updated over 1 year ago

Business Processes Settings (Tutorial)

This tutorial walks through every step of setting up your "Business Processes". Step 1: Click "Settings" button in the profile / settings dropdown menu It looks like this: Step 2: Select “Business...

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By PPM Team

updated almost 2 years ago

Understanding Your Events Page

As your clients make enquiries and/or booking requests, your Event list will automatically populate.  Of course, you can also add events in manually as you take calls, etc.   More on how to add and...

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By PPM Team

updated over 2 years ago

Understanding Your PPM Catalogue

Important note for established PPM-ers: 'PPM Catalogue' is new term we've coined, to encompass everything you offer to your clients. The new admin interface (to be launched later this week),...

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By PPM Team

updated over 2 years ago

How-to Add Your Booking Form To YOUR Website

There are two different methods you can use choose between to add your Party Pro Manager Booking / Enquiry Forms to your website. Method 1: Add A Simple Hyperlink Method 2: (Advanced) Add A PPM...

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By PPM Team

updated over 2 years ago

Booking Request Form Custom Intros

With Custom Intros to your booking forms, you can add a quick welcoming message that your clients will see as soon as they load up your booking form! To set this up, follow these steps: Settings >...

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By PPM Team

updated over 2 years ago

Customize "Deposit" terminology

In Party Pro Manager it is possible for you to customize the terminology used to describe your “deposit”.   Perhaps the term “non-refundable deposit” or “booking fee” feels better for you…  Now,...

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By PPM Team

updated over 2 years ago

Setting your Public Facing Domain

By default all of your forms are hosted at our “partypromanager.com” domain.  (of course you can embed the booking form as a popup right on your website) BUT… you can choose between two different...

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By PPM Team

updated over 1 year ago

Transferring event data from iPhone to Party Pro Manager

This tutorial is for you if: You currently have your event/party data stored in your iPhone / iCloud calendar You're switching over to using Party Pro Manager for your managing your events (Yay!)...

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By PPM Team

updated over 1 year ago

Add a shortcut to PPM on your mobile device's home screen

Adding a shortcut to PPM on your mobile device's home screen will help you get quick access to the webapp when you are on the go! On an iPhone Step 1: Open PPM using Safari on your iPhone Step 2:...

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By PPM Team

updated 4 months ago

Importing Events from your Google Calendar

This tutorial is for you if: You currently have your event/party data stored in your Google Calendar You're switching over to using Party Pro Manager for your managing your events (Yay!) You'd like...

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By PPM Team

updated 4 months ago