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...
Introduction to the different PPM Forms [VIDEO]
This video tutorial shows you the different PPM Client Forms available
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... ...
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...
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 ...
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...
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...
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...
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 ...
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
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...
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
Event Validation: Troubleshooting “Status-Related Validation Issues”
To help keep your Event List and Event Calendar well organized, and to set you up for all kinds of powerful automation tools, Party Pro Manager validates each event to be sure it is in an appropriate stats based on it's payment schedule and other ...
Understanding your Event Status
This help doc gives you a summary of the different Event Statuses in PPM and how they work together.