Event Management

This collection of help docs will show you how to manage your events with PPM

The Booking Process from A-Z

Firstly, let’s have a look at the full flow a new party/event booking goes through with PPM: A note for those with staff: This particular tutorial focuses purely on the process and interactions involving you and your client. PPM also provides exte...

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By PPM Team

December 22, 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

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

Overview of the Event Editor

This tutorial will give you an overview of your Event Editor.   Your Event Editor is the tool you use when creating a new event or modifying an existing one. First, you need to navigate your way to the Events page: From here, you can either add a ...

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By PPM Team

December 19, 2022

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

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

Event 'Changes Log'

If you want to see the history of changes that have been made to a particular event, you'll want to access the "Changes" log. Step 1. Open the Event Editor for the event you want to review Step 2. Click on the 'Activities' tab (looks like a 'lis...

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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

Add custom display titles and extra info on PPM Calendar

Follow these steps to add custom display titles and extra info on your calendar view

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By PPM Team

December 9, 2022

Export Client and Event Data

You can export your client and event data at any time. To do this... Step 1: Go to the Events page Step 2: (optional) Filter your Events List to only display the events you want to export Step 3: Click the "Export" bottom at the top right (on...

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By PPM Team

December 21, 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