How do I use and configure Planning Profiles?

Establishing Planning Profiles is one of the best ways to streamline the user experience and automate your admin process.

With the creation of a Planning Profile, you tell the system what tools and forms should be available when a certain Event Type is chosen.  The client then has available to them the tools and forms you choose.  For example, a bride who chooses Wedding as their event type might logically receive the Wedding Planning Form, Music Database, Event Timeline, and Payment Gateway. 

What tools and forms you make available in the Planning Profile is unique to your company.

Configure under Admin

Then, Master Settings

Scroll to find Event Types / Default Planning Profiles

To setup the Planning Profile, watch our video tutorial.

If you'd like to see the Planning Profile in action and how quick it is to establish a client, please watch this video tutorial.