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...
By
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...
By
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...
By
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...
By
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...
By
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...
By
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...
By
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 >...
By
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'.
By
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...
By
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...
By
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,...
By
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...
By
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...
By
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....
By
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...
By
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...
By
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...
By
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...
By
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...
By
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...
By
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:...
By
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...
By
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...
By
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...
By