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1 How do I assign a planning form to an event?

Click the icon below to watch a video tutorial called Planning Forms found on our DJ Event Planner YouTube Channel: If you want your clients to have access to the online planning tools, you must assign the proper planning forms to their event. You can do…

2 How does the song request limit work?

This is the maximum number of songs your clients may place in their requested songs shopping cart. This will help you avoid getting a long list of songs to play. You can change the default number of requests by going here: Website tools -> Guest Requests…

3 I am currently creating planning forms on the system. My confusion is whether to put them on Event Activities Forms or Additional Planning Forms? Or does it matter? I just want to make sure that they show up for the clients when they log in.

Click the icon below for a video tutorial on Planning Forms found on our DJ Event Planner YouTube Channel: You can designate your planning forms three different ways: 1) Event Activity Form - this is the primary planning form. This is where your "standard…

4 I am getting client update alerts to my e-mail, but it does not say what the update was for. Why not?

The system keeps track of when clients make their first change to their planner account. You are then notified via email that some changes have been made, but not what those changes are. You will have to log on to their planner account to see the changes…

5 If I make a change to the planning forms, what effect does this have on existing, saved planning forms? For instance, if I delete or add a line to my wedding planner, will this delete or add that line to all my existing client's wedding planners or just new ones when assigned?

When you assign a planning form to an event, a reference to the planning form is stored with all of the event information. When the client (our yourself) hits save for the first time, a copy of the planning form questions and answers is stored with the event…

6 Once a client enters data into their Event Planner or Special Song form, can it be updated with the new questions or new special songs?

The assigned Event Planner form and Special Song list for each client can be updated (if you change the master template) UNTIL the client enters some information into the form. Once they have started working on the planner information, they are required to…

7 What is the "Add Planner Only Client" option?

Planning only access allows a client to access the planning information but not the financials. Example: You have a client that is a wedding consultant or maybe a venue that contracts with you for many different events throughout the year. You would assign…