Navigating Your Way Through PPM
NOTE: This article provides a tour of the Desktop version of PPM specifically. For a tour of the mobile version, reference this help article instead. This tutorial will give you a quick walk-through of the PPM platform to help you find every...
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...
Quick Tour of Your Mobile Experience
NOTE: This article provides a tour of the Mobile version of PPM specifically. For a tour of the desktop version, reference this help article instead. You’re on the go… a lot! And, PPM wants to tag along for the ride 🥳 Here’s a quick tour of ...
Understanding Your PPM Catalog
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 below… You can create multiple Ser...
Tour of Your Events Page
As your clients make 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 . Let’s first ma...
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 the main menu From here, y...
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...
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, go to: Settings > Form Settings > Step #1 notes. Then... Update the “Step #1 n...
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...
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...
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...
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...
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...
Activate or change your subscription / plan
Follow these steps to start or change your Party Pro Manager subscription / plan
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...
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 Introduction to the different PPM Client Forms Test your booking form View and update...
Importing Events from a spreadsheet
Currently the best/easiest way to import existing (and upcoming) events/clients into PPM is via our Google Calendar integration and import tools . If you don't currently have your events in a Google Calendar, it is technically possible to impor...
Change the language, currency, localization of your account
Party Pro Manager is currently offered in eight different language variants ( English - 5 variants, French, German, Dutch ), and can also be configured to process transactions with your clients in eight different currencies ( USD, GBP, CAD, EUR, A...