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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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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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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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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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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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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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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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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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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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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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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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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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 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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