Standard User Options
(Note: Some features may not be available, depending on user permissions assigned by your company admin.)
Email Setup
Enter email setting to connect your preferred email provider directly with TPP.
Business 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.
Profile & Preferences
Customize the way Total Party Planner handles default values (such as the status for a new Event), warnings, and other settings.
Update Contract(s)
Build custom contract templates as required for your business.
Upload Logo
Choose this option to upload a logo.
Custom Lists
The following standard lists can be maintained from the Administration > Custom Lists pages:
- Cancelled Reasons
- Containers
- Email Body Messages
- Inventory Categories
- Menu Item Categories
- Menu Item Package Categories
- Occasions
- Preparation Styles
- Referrals
- Service Styles
- Standard Notes
- (Proposal) Text Modifiers
- Times
- And more!
Task Templates
Set up customized task templates that will automatically populate for different actions throughout Total Party Planner.
Google Sync Profile
Set up TPP to automatically add events to your Google Calendar.