Event Main Defaults

• Default Venue: You may designate a default venue to automatically populate when a new event is booked in Total Party Planner
  • Note: Off-site caterers would generally leave this blank

• Default Staff as Invoiced: Automatically set staff to be invoiced when added to events
• Default Service Style: A default service style can be assigned to any new events.
  • Example: If the majority of your business is Delivery, you would set this as the default
• Default Event Status: Designate what status all newly created events default to
  • Note: Most TPP users set this to Proposal
• Default Event Start Time and End Time: Default your event times to an AM or PM time to make it quicker to choose the actual start time
  • Example: Most clients set this to 12:00 PM as most of their events start closer to this time than 12:00 AM
• Status Change Preferences: You can set TPP to prompt the user for a status change based on certain triggers
  • Do Not Prompt for Any Status Changes: User is never prompted automatically for any status changes
  • Prompt For Status Changes on Final Payment: User is asked if they want to change the status after entering a payment marked as Final Payment
  • Prompt for Reason on All Status Changes: User is prompted to enter a reason for all status changes
  • Prompt for Reason on “Cancelled” Status Change Only: User is prompted to enter a reason for status change to Cancelled only
  • Prompt for status change on payment: User is asked if they want to change the status after entering any payment
• Tax Location: Set the Tax Location that you use most often to automatically assign it to newly created events
• Net Due: Designate default payment terms for your events
• Default Contract: Assign a default contract to automatically assign to newly created events