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...
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updated about 1 year 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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updated about 1 year 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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updated about 1 year 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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updated about 1 year 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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updated about 1 year 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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updated about 1 year 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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updated about 1 year 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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updated about 1 year 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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updated about 1 year 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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updated about 1 year 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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updated 12 months 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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updated 12 months 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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updated 9 months 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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