Enquires & Bookings

Handling enquiries, communicating with your clients, and securing paid bookings

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...

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By PPM Team

updated 4 months 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

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

Week Planner - Calendar View

Launched January 2020 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...

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By PPM Team

updated over 2 years ago

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...

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By PPM Team

updated over 2 years ago

How to bulk-email clients

Using PPM’s event list, you can quickly send out personalized emails to many clients at once!  Here’s how... Step 1:  Go to your Events page Step 2:   Filter your events list as you see fit.  Step...

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By PPM Team

updated over 2 years ago

How-to 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...

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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

FAQ: When a customer makes a payment via PayPal, does it sync to PPM to show a payment has been made?

Sure does! The 'date received', 'payment method used' and 'payment ref' are populated. The status of the booking is also automatically set to 'Booking Secured'.

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By PPM Team

updated over 2 years ago

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...

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By PPM Team

updated over 2 years ago

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...

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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

How to share the 'remaining balance' when providing booking information to staff

If you have your staff collect the Remaining Balance from the client on the day of the event, it may be helpful for you to share the 'remaining balance' information right there in the Staff Portal...

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By PPM Team

updated about 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

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....

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By PPM Team

updated 11 months ago

Invoice - Default Notes

If you want to include a default note that can be added to all of your invoices, this is for you!  (And, don't stress, you can override this note on any individual invoice if you'd like 👍) Head...

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By PPM Team

updated 10 months ago

Settings - 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...

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By PPM Team

updated 10 months ago

Adding Images to Your Emails

To add an image to your emails in Party Pro Manager, follow these steps: Step 1: Open the email editor (found in the Utilities section of the Event Editor) or Standard Text editor (found in the...

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By PPM Team

updated 4 months ago

How to collect full payment upfront (in a single transaction)

To collect the full payment from your clients during the Finalization Process in a single transaction ...   You simply need to set the "Deposit" amount in your pricing grid to match the total...

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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

Sending 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...

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By PPM Team

updated 4 months ago

How to display Asset Selections instead of Client Name on Calendar

In this article, we'll show you how to change your Calendar so that the title displayed is based on the Asset Selections (e.g. characters or activities) instead of the client name. Like so: Step 1:...

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By PPM Team

updated 3 months ago

How to 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...

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By PPM Team

updated 2 months ago

How-to 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...

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By PPM Team

updated about 1 month ago

How-to handle 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...

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By PPM Team

updated about 1 month ago