Inquiries & Bookings

This collection of help docs will guide you through the different ways in which you can take in new inquiries and bookings

Tour of 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 modify your events can be found in this tutorial...

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By PPM Team

December 21, 2022

Clone an Event

You have a client coming back to book another event with you, yay! OR, you have a client booking multiple events at one time, super yay! But entering all that info can be tedious, right? Well, not if you use this nifty shortcut available to you in...

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By PPM Team

December 9, 2022

Week Planner - Calendar View

The Week Planner calendar view, gives you an At-A-Glance Availability Utility, where you can see everything you need to see, in one simple view! This article will show you how to access and use the Week Planner. TO ACCESS THE WEEK PLANNER VIEW... ...

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By PPM Team

December 9, 2022

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 Popup Form Right On Your Site In this article we'll...

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By PPM Team

December 9, 2022

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 > Form Settings > Step #1 notes Log into your PPM ac...

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By PPM Team

December 9, 2022

Automated Contacts List

There's nothing worse than manual data-entry. Ugh, boooorrriiinnnggg! That's why Party Pro Manager wants to do the data entry for you. With our Automated Contacts List, you'll get an auto-generated list of contacts in real time!  These contacts ar...

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By PPM Team

December 9, 2022

Cancelling and/or Rescheduling Events

This guide will walk you through the steps involved in cancelling and/or rescheduling your events.   First, let's look at cancelling an event... Step 1:   Find the event you want to cancel, on either your calendar or your events list, and open the...

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By PPM Team

December 9, 2022

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 public facing domains. partypromanager.com bookon...

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By PPM Team

December 9, 2022

Default Event Status

Choose the Default Event Status you want for events added manually by you via the admin area. Go to Settings > Fine-Tuning / Terminology In the top “Miscellaneous” section, you’ll see an option to update the “Default event status” Select your pref...

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By PPM Team

December 9, 2022

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 to transfer your existing events over to PPM in a...

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By PPM Team

December 9, 2022

Send automated emails with PPM Autopilot

Step 1: Set up your default Autopilot Settings Go to Settings > Autopilot Settings Here you'll see, there are two types of Autopilot Automations: Action Automations  and  Date Automations Action Automations :  Automations that trigger when your ...

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By PPM Team

December 19, 2022

Create Internal Package Options (not publicly seen on booking forms)

Internal Package Options WILL NOT be displayed to your clients on your enquiry / booking forms.  But, you can apply them to to their event. These are great for special options you don't want to make publicly available. Step 1:  Go to 'Catalogue' S...

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By PPM Team

December 9, 2022

Handling Multi-Service Bookings

It's clear to most users that Party Pro Manager is highly optimized to handle bookings that are relatively simple and straightforward (i.e. choosing from a short list of pre-defined packages with intentionally limited customization options). But, ...

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By PPM Team

January 5, 2023

Customize your 'Occasion' list

Want to update the Occasion list that shows on your Booking Request Forms, Finalization (or Finalisatio) Forms, and in your PPM Admin? Step 1:  Go to 'Settings' > 'Occasions' To find the 'Settings' area, click on your company name in the top right...

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By PPM Team

December 21, 2022

Customize instant email and on-screen notifications after enquiry/inquiry submission

How-to customize the instant email and on-screen notifications after client submits an enquiry/inquiry

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By PPM Team

December 9, 2022

Send Finalisation Link (a.k.a. Confirmation Form) to your clients

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

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By PPM Team

December 21, 2022