System Update: NEW Dashboard, Smarter Filters & more!
This is your Backstage Pass to all the latest and greatest updates we’ve been working on! 🚀 We’re keeping the party going with fresh features and exciting improvements to make your life easier. 🎊
New PPM Dashboard 📊✨
Say hello to your brand new Party Pro Manager Dashboard — a fresh, clean, centralized hub showing everything that matters most in your business.
You’ll now find:
- Task Manager
- Today’s Events + Upcoming Events
- Business Stats at a glance
- Charts and trends to help you understand how your business is performing
It’s the perfect combination of clarity and control… all in one place.
Learn more about the PPM Dashboard in 👉 this help doc.
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Brand & Catalog Filters 🔍
Working with multiple brands or catalogs? Now everything in PPM can be filtered with far more precision.
You can now filter:
- Your Dashboard
- Calendar views
- Event lists
…by Brand or by Catalog (based on which package the event includes).
Super handy, especially for Unicorn users — and anyone running multiple divisions of their business.
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Hide Custom Questions per Booking Pathway 🛠
Need different booking flows for different types of services or departments? Now you can refine exactly which Custom Form Questions appear for each Booking Pathway.
You can now:
- Hide or show custom questions per Booking Pathway
- Automatically apply this to all packages within that pathway
Cleaner forms. More relevant questions. A smoother experience for your clients.
To do this, open the Booking Pathway editor, then head over to the ‘Configuration’ screen.
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Private vs Organization? Simpler Than Ever 🕺🏢
Your Inquiry and Booking Request Forms just got smarter.
When clients choose an Occasion type that is for “All customer types”, your client forms will automatically present this clean and simple new option to choose Private vs Organization event.
If they select Organization:
- The Organization Name field will automatically appear
- Without needing to also show the full “Organization Type” dropdown, if you prefer not to ask if they are a Community, Charity, or Corporate organization
Cleaner, simpler, faster.
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Catalog Customer-Type Settings ⚙️
Each Catalog can now be set to support:
- All customer types
- Private only
- Organizations only
PPM will automatically hide or show:
- Customer Type question
- Organization fields
- Relevant Booking Pathways
This makes it easier than ever to route clients through the correct booking flow.
Open the Catalog Editor for any Catalog to apply this setting (defaults to “All customer types”).
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New ‘Advanced Filter’: “To Be Rescheduled” 🔄
Need to keep track of events waiting for a new date?
You can now filter your Event List by To Be Rescheduled, helping you stay organized and on top of follow-ups.
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Small-but-mighty updates
⭐ Various bug fixes for Catalog Import/Export
⭐ Performance and stability improvements across the system
⭐ And… plenty more under-the-hood polishing to keep PPM running smoothly
