The Navigation Bar extends the functionality of Total Party Planner while also providing many traditional windows-based program functionality.
Administration
Change Password
Modify Login ID password. Refer to the help topic Login IDs and Passwords for more detailed information.
Security
User Permissions
Administrator area used to grant/deny access to various modules throughout the application. For example, set a Login ID to NOT be allowed to view financial data. Refer to the help topic Login IDs and Passwords for more detailed information.
Usage Audit
Administrator area used to monitor usage by Login ID. Refer to the help topic Login IDs and Passwords for more detailed information.
Categories & Lists
The following standard lists can be maintained from the ‘Administration> Custom Lists’ pages:
· Cancelled Reasons
Refer to the topic Occasions for more detailed information.
· Containers
Refer to the topic Containers for more detailed information.
· Email Body Messages
Refer to the topic Standard Messages for more detailed information.
· Inventory Categories
Refer to the topic Inventory Categories for more detailed information.
· Menu Item Categories
Refer to the topic Menu Item Categories for more detailed information.
· Menu Item Package Categories
· Miscellaneous Categories
Refer to the topic Miscellaneous Categories for more detailed information.
· Occasions
Refer to the topic Occasions for more detailed information.
· Preparation Styles
Refer to the topic Occasions for more detailed information.
· Referrals
Refer to the topic Client Referrals for more detailed information.
· Service Styles
Refer to the topic Occasions for more detailed information.
· Standard Notes
Refer to the topic Standard Messages for more detailed information.
· (Proposal) Text Modifiers
Refer to the topic Proposal Sequence for more detailed information.
· Times
Refer to the topic Event Timeline for more detailed information.
· Unit Measures
Refer to the topic Occasions for more detailed information.
Business
General Information
Choose this option to personalize your business information (name, phone, email, etc.) and logos. The information stored here is used to personalize your reports and perform business calculations.
Refer to the topic Business Information for more detailed information.
Profile and Event Defaults
Customize the way Total Party Planner handles default values (such as the status for a new Event), warnings, and other settings.
Refer to the topic Business Profile & Event Defaults for more information.
Taxing Rules
The tax rules allow you to define specifically how certain categories (ex: Menu, Beverage, Rentals, etc.) are taxed.
Refer to the topic Tax Rules for more information.
Update Contract(s)
Build custom contract templates as required for your business. Refer to the topic Contract for more detailed information.
Help
Contents & Index
Search for general help on any Topic within Total Party Planner. Use the ‘Contents’ Tab for a "Chapter" type view. Use the ‘Index’ Tab to search on "Keywords". Use the ‘Search’ Tab for the most detailed search.
Terms & Conditions
Links to the Total Party Planner main website to review the most recent copy of the sales agreement consented to when signing up to use our application.
Recent Application Updates
View the last month or more of Total Party Planner updates and features implemented from client feedback and industry changes.
Calendar
Month, Week, Day View
Use the Calendar feature to manage and print all of your Events from Inquiry to Closed using a Monthly, Weekly, or Daily view. Days set aside for occasions such as an office party can be blocked from booking. The Room Manager feature can be accessed from the Calendar. Refer to the topic Calendar View for more detailed information.
Client
Import Clients from File
Import an existing list of clients using a CSV file. After uploading the file, this feature allows you to map out each field in the CSV file, i.e., "First Name", "Last Name", "Business Name", etc. Refer to the topic Import Clients for more detailed information. Create appointments on the calendar. Refer to the topic Appointments for more detailed information.
Venue
Room Manager
Visually manage booked rooms and Event times from the Room Manager. Refer to the topic Room Manager for more detailed information.
Event
Other Event Items
Events Pending Staff Confirmation
Set a warning for any Event on the books for the next X number of days (where X is defined by you) that have unconfirmed hired staff. Refer to the topic Events Pending Staff Confirmation for more detailed information.
Events Pending Final Review
Set a warning for any Event on the books for the next X number of days (where X is defined by you) that have not been marked as having had a final review. Refer to the topic Events Pending Final Review for more detailed information.
Pack List Association Summary
View and edit the pack list item associations. Refer to the topic Creating a Packing List for more detailed information.
Pack List Service Style Association
Once an inventory item is associated to a menu or miscellaneous item, that inventory item will be packed on an Event - if the associated menu or miscellaneous item is being used for the event. Refer to the topic Creating a Packing List for more detailed information.
Contact Manager
Track important phone calls related to an Event as it goes through the lifecycle of execution (Inquiry to Closed). Refer to the topic Contact Manager for more detailed information.
Current Event Pack List
Create a packing list specific to each Event. A piece of equipment can be associated with a particular Menu Item such as a cheese board with "Cheese and Crackers". A piece of equipment can also be associated with Beverages, Rentals, and Miscellaneous. Finally, a piece of equipment, like an apron, can be associated with all events – or ‘always pack’. Refer to the topic Creating a Packing List for more detailed information.
Interfaces
Google Calendar - free online shareable calendar service. With Google Calendar, it's easy to keep track of all your life's important events – birthdays, reunions, little league games, doctor's appointments. Export TPP calendar directly to the Google calendar. Refer to the topic Google Interface for more detailed information.
StaffMate Online - staff scheduling program created specifically for the special events industry. Export staff requirements directly into StaffMate Online to eliminate double entry. Refer to the topic StaffMate Online Interface for more detailed information.
Menu Items
Menu Item Packages
Combine a "standard" set of menu items into a bundle for quick addition on an Event menu. Refer to the topic Menu Item Packages for more detailed information.
Inventory
Vendors
Add Vendor contact information. Refer to the topic Updating Vendor Data for more detailed information.
Bulk Update Costs
Update the ‘In Stock’ and ‘Unit Cost’ of your inventory items without editing each item individually. Refer to the topic Bulk Update Inventory for more detailed information.
Packages
Beverage and Rental Packages
Combine a "standard" set of Beverage or Rental items into a bundle for quick addition on an Event.
Misc.
Add items that are charged to a Client in addition to the menu, beverages, rentals, and staffing. Refer to the topic Updating Miscellaneous Data for more detailed information.
Staff
Staff Hiring Manager
Visually manage staff hired for Events on specific a specific date. See schedule conflicts if staff members are booked for more than one Event in a day.
Titles & Wages
Create Staff titles and associated wages. Refer to the topic Updating Staff Data for more detailed information.
Reports
Quickly generate the following customizable reports to meet all your business needs:
· Client
· Event Preparation
· Financial
· Inventory
· Misc.
· Letters
Refer to the topic Report Selection for more detailed information.
Quick Print
Allows you to quickly access the most frequently used reports.
Query Generator
Generate a report based on customizable conditions. For example you may want a report that shows all wedding Events this year that have a guest count more than 100 and an Event total greater than $5,000.00. Refer to the topic Query Generator for more detailed information.
Report Email Audit
Area used to view and monitor e-mails sent within a date range and Login ID. Refer to the topic Email Audit for more detailed information.
Reminders
Define tasks such as important meetings, tasks, call backs, notes for Staff, or virtually anything else you want to keep track of on a particular day. Refer to the topic Reminders for more detailed information.