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Automation

This collection of help docs shows you the various automation tools PPM has to offer

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

Automate Sending A Staff Gig Invitation Email

Let Party Pro Manager automatically email your staff to notify them of their new gigs added to their schedules! TO SET IT UP Step 1:  Click on your company name in the top right corner and click on the "Settings" button Step 2: Click on the "Staf...

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By PPM Team

December 18, 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

Personalize your emails, communications, docs with PPM Placeholders

Party Pro Manager offers 'placeholders' which enable you to add dynamic, personalized information to your client and staff emails, communications and docs. All you need to do is paste the appropriate placeholder where you want the personalized inf...

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By PPM Team

February 2, 2023
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