Red Navigation Menus

Client Comm Portal

Admin User Options

Change Password

Modify Login ID password.

Manage Users (Only Available to Account Admins)

Available Options:

• Change Password
  • Reset a password for any active user in your account
• Edit User
  • Change/Edit
    • Log-in ID
    • User First or Last Name
    • User Email Address
    • Whether they are an Admin or not
    • Assign a user Read Only access to your account
    • Deactivate the user and open available user slot for a new employee
    • Set permissions for Standard Users in TPP
• Check Usage
  • See when a user has logged in/out of TPP
• Inacativate
  • Deactivate the user and open available user slot for a new employee

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.

Taxing Rules

The tax rules allow you to define specifically how certain categories (ex: Menu, Beverage, Rentals, etc.) are taxed.

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.

Recycle Bin

Recover a deleted event.

Client Portal Settings

Customize what appears in your Client Portal.

Help 

Set Up A Screen Share

Link to set up a Screen Share to troubleshoot issues over a live connection while on the phone with Client Care.

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 by category. Use the ‘Search’ Tab for the most detailed search.

Getting Started Guide

Quick-link to a PDF guide on getting started with Total Party Planner.

Training Videos

Quick-link to the training videos page on the TPP main website.

Live Training Signup

Quick-link to the live training page on the main website. Sign up for a class to get personal training.

FAQ’s

Link to view Frequently Asked Questions for a variety of topics.

Email a Question or Suggestion

Send an inquiry to our Client Care Team regarding any questions or feature requests.

Recent Application Updates

Curious what we’ve been doing to make TPP better? Click here to find out!

Logout 

End your Total Party Planner session.

Calendar

Month View/Week View/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.

Room Manager

Visually manage booked rooms and Event times from the Room Manager.

Staff Hiring Manager

Quick daily view of staff assigned to events.

Export to Google Calendar

Manually send over specific events to your Google Calendar from TPP.

Add New Appointment

Quickly add a new appointment to the calendar.

Appointment Manager

View all appointments within a date range.

Leads and Contacts

  

Full Search

Search all current leads/contacts in your account.

Previously Selected

Click to return to the most recently viewed lead or contact.

Add New Lead

Quickly add a new lead or a contact.

Lead Merge/Contact Merge

Generate a query of leads or contacts to email in mass from Total Party Planner.

Mass Email

Generate a query of leads or contacts to email in mass from Total Party Planner.

Import From File

Import an existing list of leads or contacts 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.  Create appointments on the calendar.

Venues

Full Search

Search all current venues in your account.

Previously Selected

Click to return to the most recently viewed venue.

Add New Venue

Quickly add a new venue.

Room Manager

Visually manage booked rooms and Event times from the Room Manager.

Event

Full Search

Search all past, present and future events in your account.

Previously Selected

Quickly return to the most recently viewed event.

Add New Event

Quickly add new event.

Daily Beverage to Order Amounts

Creates a report to show how many beverages need to be ordered for a defined date.

Daily Rental to Order Amounts

Creates a report to show how many rentals need to be ordered for a defined date.

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.

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.

Bulk Receive Payments

Allows you to bulk update events over a date range with payment information.

Event Export to Staffmate

Export your event into Staffmate.

Event Export to Accounting File

Export your events within a defined range to an excel spreadsheet.

Event Export to QuickBooks Online Edition

Export event information into QuickBooks Online.

View QuickBooks Discrepancies

View any invoices flagged during the export process to QuickBooks.

Menu Items

Full Search

Search all current menu items in your account.

Previously Selected

Click to return to the most recently viewed menu item.

Add New Menu Item

Quickly add a new menu item.

Package Full Search

Search all current packages in your account.

Previously Selected Package

Click to return to the most recently view package.

Add New Menu Package

Quickly create a new package from menu items in your account.

Bulk Update Item Details

Update menu items in bulk. Perfect for editing categories or deactivating seasonal or discontinued menu items.

Bulk Update Prices and Costs

Update menu costs and sale prices is bulk.

Export to ChefTec

Export items from TPP into ChefTec.

Import from ChefTec

Import items into TPP from ChefTec.

Inventory

Full Search

Search all current inventory items in your account.

Previously Selected

Click to return to the most recently viewed inventory item.

Add New Inventory Item

Quickly add a new lead or a contact.

Beverage Packages

View current beverage packages.

Rental Packages

View current rental packages.

Add New Package

Create a new Beverage or Rental Package from inventory items.

Pack List Association Summary

View and edit the pack list item associations.

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.

Vendors

Add Vendor contact information.

Bulk Update Costs

Update the ‘In Stock’ and ‘Unit Cost’ of your inventory items without editing each item individually.

Bulk Update Categories & Status

Update multiple inventory items at once to a new category or status. Perfect for reorganizing your inventory or deactivating a group of items that are no longer used.

Update Inventory from File

Update your inventory from a CSV file easily.

Misc.

Full Search

Search all current misc. items in your account.

Previously Selected

Click to return to the most recently viewed misc. item.

Add New Misc. Item

Quickly add a new misc. item.

Staff

Full Search

Search all current staff in your account.

Previously Selected

Click to return to most recently viewed staff member.

Add New Staff Member

Quickly add a new staff member.

Titles & Wages

Create Staff titles and associated wages.

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.

Reports

All

Pull up a menu of all available reports.

Previously Selected

Click to return to the most recently used report.

Search by Report Type

Another way to access all available reports and view them by category. Also includes descriptions!

Quick Print/Event Worksheet

Go directly to Event Worksheet parameters and print for Last Selected Event or customized date or range.

Quick Print/Invoice

Go directly to Invoice parameters and print for Last Selected Event or customized date or range.

Quick Print/Proposal

Go directly to Proposal parameters and print for Last Selected Event or customized date or range.

Quick Print/Contract

Go directly to Contract parameters and print for Last Selected Event or customized date or range.

Quick Print/Ledger

Go directly to Ledger/Food and Beverage Sales Report parameters and print for Last Selected Event or customized date or range.

Quick Print/Event Menu Item Production

Go directly to Event Menu Item Production Worksheet parameters and print for Last Selected Event or customized date or range.

Letter

Generate a letter on company letterhead for emailing or printing. Must have company logo uploaded into TPP.

Query Generator

Generate a report based on customizable conditions.
Example: You may want a create a report that shows all Weddings during a particular date range, that were sold by a particular Salesperson, that also have a guest count of more than 100, and an event total of greater than $5,000.00.

(*New*) Query Generator

Improved Query Generator for 2017!

Email Sent List

Area used to view and monitor e-mails sent within a date range and Login ID.

Tasks & Notes 

View the Task Manager or quickly create a new task or note.

Other Icons