Training Videos


How To Video Topics


Bold Indicates Updated Videos for 2018!

New Feature Spotlight

Setting up MailChimp with Total Party Planner (2:15) — Setting up our newest integration with MailChimp.

New View Visual Guide (4:16) — Quick walk through showing the differences between the Old View and New View within Total Party Planner

Building an Event

Building an Event (12:58) — Building an event from start to finish. (Old Version)

Building an Event – Info Tab – Part One (1:52) — About the Create an Event window.

Building an Event – Info Tab – Part Two (1:56) — About the Event Details and Venue Details section.

Building an Event – Info Tab – Part Three (1:38) — About the Financial Details section.

Building an Event – Info Tab – Part Four (1:56) — About the Reporting Details, Administration Details and Administrative Notes areas.

Menu Items

Defining Yields & Portions (3:34) — A detailed explanation of using the yield and portion functionality of menu items.

Part I (6:08) — Recipe Building: How to measure your food costs by building recipes for your menu packages.

Part II (4:08) — Quick Costing, Event Food Cost, & Reports.

Adding Various Item Pictures (2:49) — Associate pictures to Menu Items, Inventory Items, and Miscellaneous Items and print them on the Proposal report.

Building Packages

Build Menu Item Packages (5:23) — Building menu packages, then adding them to events.

Beverage Packages (9:06) — Building and managing beverage packages. Step by Step.

Rental Packages (6:50) — Building and managing rental packages. Step by Step.

Reports

Contract Building (3:55) — Building contracts (also referred to as your “Legal Terms & Conditions”) for all your events.

Combine Your Proposals and Contracts (1:37) — Combining your proposals and contracts to send to your client in one email.

Send Multiple Invoices to One Client (2:09) — Save time by combining invoices and sending them at one time to your clients.

Sending Invoices in Bulk to Multiple Prospects & Clients (1:37) — Emailing invoices in bulk to multiple contacts without them seeing who the other recipients are.

Packlists Part I (9:54) — Setting up pack list associations.

Packlists Part II (5:13) — Event Customizations

Packlists Part III (4:37) — Service Style Exceptions

Custom Query Report Part I (4:50) — Setting Up Custom Data Queries

Custom Query Report Part II (4:47) — Custom Data Query Results & Manipulation

Proposal Design Templates (5:58) — Changing font and font style criteria for your data on the proposal.

Financial

Updating Tax (2:03) — How to update the tax without changing the value on past events.

Contacts and Leads

Part I (6:18) — Contact Tasks & Notes

Part II (4:48) — Event Tasks & Notes

Part III (2:11) — The Task Manager

Integrations

Google Export (3:41) — Exporting Total Party Planner to Google Calendars.

Google Login (2:12) — Link your Google account to TPP for easy login and password resets.

Constant Contact (2:41) — Exporting Contacts from TPP to Constant Contact.

Setting up MailChimp with Total Party Planner (2:15) — Setting up our newest integration with MailChimp.

Set up QuickBooks Online (5:23) — Setting up the integration with QuickBooks Online and exporting full invoice detail.

Disconnect from QuickBooks Online (1:03) — Disconnecting your TPP account from QuickBooks Online.

QuickBooks Desktop (Recorded Live) (46:00) — Setting up the QuickBooks interface and exporting full invoice detail.

Recently Viewed

View Recent Activity within TPP (2:31) — Overview of retrieving and selecting database items that have recently been viewed.

Various Videos

Appointments (2:33) — Learn how to book, manage, and export appointments.

View Recent Activity within TPP (2:31) — Overview of retrieving and selecting database items that have recently been viewed.

Copy, Delete, & Restore Events (4:41) — Simple ways for copying events you use a lot, deleting events you don’t need, and restoring deleted events.

Editing Profile & Preferences (4:37) — How to edit your defaults and templates

Task Templates (2:55) — How to create and manage automated Task Templates.

 

Ready for a free sample?

Unforgettable events start with flawless operations.

TPP will streamline your business so you can serve up an experience they won't forget.

Ready to learn more? Schedule a demo.

Schedule a live demo