Proposal

Instructions for setting up your proposal defaults, including deposit, F&B minimums, note templates, proposal locking & policies.

How do I set up my default deposit & F&B minimum? 

1. In your Settings, navigate to Proposal.
2. Click the check box next to F&B minimum to establish a default F&B minimum to be included on all proposals. Enter the minimum in the text box.
3. In the Deposit drop-down, select Amount or Percentage. In the text box, enter the amount of percentage of your default deposit.
4. For our Premium subscriptions, if you are utilizing ACH payments, this is where you can select your default payment method (ie Card or ACH). Please refer to this help article here for further instructions. 

How do I make multiple F&B minimums?

1. Click the red "Add" button to create a new F&B minimum. You can list out as many different F&B minimums as you'd like.

How do I apply my different F&B minimums?

1. Navigate to an event and click the Proposal tab.
2. Click the Edit button to the right of the Totals box.
3. In the F&B minimum drop-down at the top of the box, select which F&B minimum you'd like to apply to this event and then click Save.

What is Proposal Locking and how do I set it up?

Proposal locking is where you can select when the guest can no longer make modifications to their proposal. Your options are:

• Never lock proposal
• At proposal signing
• 2 weeks before the event
• 1 week before the event

Guests can only change their selections of choices & add-ons that are associated with the menu items on their proposal. If the guest wants to make a change after the proposal is locked, they will need to reach out to you to make the edits. 

To set up Proposal Locking, click your preferred locking default from the drop-down.

What are Notes Templates?

Note Templates are great solution if you find yourself creating the same set of notes for your staff or timeline for your guests! 

To create a new Template, click the Add button in the Notes Templates box.

Give your template a name and then use the text editor to draft the Template. Click the Save button on the lower right corner to save the template. 

Once you have made a notes template, it can easily pull into the notes section within an event. 

How do I apply a notes template to an event?

1. Within an event and click the Notes tab.
2. Navigate to either Proposal Notes or Internal Notes and select "Templates"
3. Update your notes as needed, and then click the red "Save" button on the top right corner of the notes box.

Venue Policies:

To find step-by-step instructions on how to add policies and apply them to specific events, please click here