Party Desk Pro Help Center
Clear answers for setup, bookings, payments, customer experiences, and daily operations.
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Everything you need to run Party Desk Pro
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Step-by-step guide · 2 min Read guideWhere features moved in Party Desk Pro
Find the current workspace for tools that moved into the consolidated Party Desk Pro 1.1.2 navigation.
Step-by-step guide · 3 min Read guideConnect Square and accept card payments
Configure Square, verify the connection, choose an environment, and test payment handling safely.
Step-by-step guide · 2 min Read guideCreate and manage a booking
Create a booking, update its status, assign staff, record payments, and keep an activity history.
Step-by-step guide · 4 min Read guideCreate contracts and collect signatures
Build agreements from templates, use smart fields, send secure requests, and track signatures.
Step-by-step guide · 2 min Read guideCreate notifications and automations
Configure email and SMS delivery, build controlled workflows, test safely, and inspect run history.
Step-by-step guide · 2 min Read guideManage employees and access
Add team members, assign access profiles and brands, resend welcomes, and remove access safely.
Step-by-step guide · 2 min Read guidePublish and customize the booking form
Publish the five-step booking experience and tailor its content, fields, branding, and layout.
Step-by-step guide · 4 min Read guideStart here: set up Party Desk Pro
The fastest path from a new installation to a booking-ready Party Desk Pro workspace.
Step-by-step guide · 4 min Read guideTroubleshoot email delivery
Diagnose missing confirmations, test sender settings, and collect safe evidence for support.
Step-by-step guide · 2 min Read guideUse reports and the Tax Center
Read revenue and expense reports, export clean data, and understand what Party Desk Pro does not calculate.
Step-by-step guide · 2 min Read guideDesign and test the employee portal
Publish the employee portal, choose useful job information, and verify permissions with a test employee.
Step-by-step guide · 2 min Read guideParty Desk Pro feature guide
Understand what every major Party Desk Pro workspace does and which guide to follow next.
Step-by-step guide · 3 min Read guideConfigure integrations and routing
Connect external services deliberately and keep credentials, endpoints, and test traffic under control.
Step-by-step guide · 2 min Read guidePrepare equipment and job media
Track inventory readiness and keep event photos and videos attached to the correct job.
Step-by-step guide · 2 min Read guideRecord checks, deposits, and balances
Keep payment status accurate when money arrives through Square, PayPal, check, or an offline method.
Step-by-step guide · 2 min Read guideSet up the customer portal
Give customers secure access to event details, balances, documents, and status updates.
Step-by-step guide · 2 min Read guideTroubleshoot availability and double booking
Find the booking, duration, turnaround, status, or time-zone setting causing an unexpected result.
Step-by-step guide · 2 min Read guideUpdate, back up, and recover Party Desk Pro
Use a low-risk update process with backups, staging checks, rollback planning, and post-update tests.
Step-by-step guide · 2 min Read guideUse customers and operations analytics
Understand customer history, booking frequency, lifetime value, and operational trends.
Step-by-step guide · 2 min Read guideUse the calendar and prevent conflicts
Schedule events, reschedule safely, and understand turnaround and blocking-status rules.
Step-by-step guide · 2 min Read guideUse the Party Desk Pro Dashboard
Read the dashboard cards, upcoming events, financial signals, operations warnings, and shortcuts.
Step-by-step guide · 2 min Read guideHandle deposits, discounts, refunds, and reconciliation
Keep booking totals and processor activity aligned when money changes after the original quote.
Step-by-step guide · 2 min Read guideMove a booking from inquiry to completion
Use consistent statuses, ownership, follow-up, confirmation, fulfillment, and cancellation procedures.
Step-by-step guide · 2 min Read guideRun daily and weekly operations
Use practical opening, dispatch, closing, and weekly review checklists to keep Party Desk Pro accurate.
Step-by-step guide · 2 min Read guideBuild packages and add-ons
Create a clean catalog with prices, durations, images, availability, and optional upgrades.
Step-by-step guide · 2 min Read guideBuild routes and track mileage
Plan dispatch routes, confirm addresses, and keep mileage records useful for operations and reporting.
Step-by-step guide · 2 min Read guideContact support effectively
Collect the details that help Party Desk Pro support reproduce and resolve an issue quickly.
Step-by-step guide · 2 min Read guideCreate and send invoices
Turn a booking into a clear invoice, send it to the customer, and keep its balance in sync.
Step-by-step guide · 2 min Read guideCustomize branding and business identity
Keep the booking form, portals, emails, documents, and staff workspaces visually consistent.
Step-by-step guide · 2 min Read guideProtect customer data and account access
Reduce exposure with least privilege, safe screenshots, secure portals, and careful data handling.
Step-by-step guide · 2 min Read guideTest integrations without affecting customers
Use sandbox accounts, controlled recipients, test bookings, logs, and rollback steps for safer integrations.
Step-by-step guide · 2 min Read guideConfigure service areas, travel, and event timing
Set realistic service boundaries, travel expectations, durations, and turnaround time before publishing availability.
Step-by-step guide · 2 min Read guideCheck system health and licensing
Verify the environment, database, public pages, scheduled tasks, and Party Desk Pro license.
Step-by-step guide · 2 min Read guideManage standalone equipment rentals
Use rental inventory, packages, agreements, and the public rental form as one connected workflow.
Step-by-step guide · 2 min Read guidePublish and test the equipment rental request flow
Connect rental inventory, pricing, agreements, request forms, availability, pickup, delivery, and returns.
Step-by-step guide · 2 min Read guide