Enquires & Bookings

Handling enquiries, communicating with your clients, and securing paid bookings

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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By PPM Team

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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By PPM Team

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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By PPM Team

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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By PPM Team

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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By PPM Team

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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By PPM Team

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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By PPM Team

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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By PPM Team

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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By PPM Team

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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By PPM Team

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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By PPM Team

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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By PPM Team

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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By PPM Team

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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By PPM Team

updated 29 days ago