Getting Started - Articles

Quick guides to help you get the time-saving, sanity-saving benefits Party Pro Manager offers... as quickly as possible!

Navigating Your Way Through PPM

This tutorial will give you a quick walk-through of the PPM platform to help you find everything you need more easily :) When you first log into PPM, you’ll see this:  The main navigation menu for PPM is located here, at the top of the page: The o...

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By PPM Team

December 9, 2022

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

Quick Tour of Your Mobile Experience

You’re on the go… a lot! And, PPM wants to tag along for the ride 🥳 Here’s a quick tour of the mobile experience… The mobile version is relatively limited in terms of features, focusing on tasks you need to do on the go. CALENDAR Click on any date...

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By PPM Team

December 9, 2022

Understanding Your PPM Catalogue

First, you need to understand the different types and levels of information you can set about your packages in PPM. Here’s a visual representation of how the different parts fit into each other, I’ll explain more b...

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By PPM Team

January 10, 2023

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

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

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 Popup Form Right On Your Site In this article we'll...

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By PPM Team

December 9, 2022

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 > Form Settings > Step #1 notes Log into your PPM ac...

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By PPM Team

December 9, 2022

Customize "Deposit" (and other key) terminology

In Party Pro Manager it is possible for you to customize the terminology used to describe your “deposit” and other key terms used throughout your client-facing forms, emails, etc.   For example, Perhaps the term “non-refundable deposit” or “bookin...

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By PPM Team

December 18, 2022

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 public facing domains. partypromanager.com bookon...

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By PPM Team

December 9, 2022

Transferring event data from iPhone to Party Pro Manager

This tutorial is for you if: You currently have your event/party data stored in your iPhone / iCloud calendar You're switching over to using Party Pro Manager for your managing your events (Yay!) You'd like to transfer your existing events over to...

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By PPM Team

December 9, 2022

Add a shortcut to PPM on your mobile device's home screen

Adding a shortcut to PPM on your mobile device's home screen will help you get quick access to the webapp when you are on the go! On an iPhone Step 1: Open PPM using Safari on your iPhone Step 2: Click the 'Share' button Step 3: Tap 'Add to Home S...

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By PPM Team

December 9, 2022

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 to transfer your existing events over to PPM in a...

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By PPM Team

December 9, 2022

Activate or change your subscription / plan

Follow these steps to start or change your Party Pro Manager subscription / plan

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By PPM Team

December 19, 2022

Access Account Settings

To access your account Settings: Click your company name at the top right hand corner to display the Profile / Settings Dropdown Menu In this dropdown you can... Access "Settings" area Access "Help" and support area "Change Password" "Log Out" Cli...

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By PPM Team

December 19, 2022

Getting Started Video Tutorial Series 📽

These quick videos are here to help you settle into your new Party Pro Manager (PPM) account: Introduction to how PPM Works Add your branding and personalization Test your booking form View and update events Email your clients The Finalization Pro...

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By PPM Team

January 5, 2023