Party Desk Pro feature guide
Understand what every major Party Desk Pro workspace does and which guide to follow next.
Guide typeStep by step
Estimated time3 minutes
Best forGetting Started
Party Desk Pro connects the customer booking journey to the work your team performs after the sale. Use this directory to understand each feature before configuring it.
Sales and booking
| Feature | What it does | Detailed guide |
|---|---|---|
| Bookings | Stores the customer, event, package, address, price, payment, assignments, notes, and activity in one record. | Create and manage a booking |
| Calendar | Shows scheduled work and checks event duration, turnaround time, and blocking statuses for conflicts. | Calendar and availability |
| Packages & add-ons | Defines the services, prices, durations, images, and optional upgrades customers can choose. | Build packages and add-ons |
| Public booking form | Guides a customer through package, schedule, details, extras, payment, and review. | Publish the booking form |
Customer communication and money
| Feature | What it does | Detailed guide |
|---|---|---|
| Customer portal | Provides secure access to booking details, balances, documents, and approved media. | Set up the customer portal |
| Square and payments | Accepts online payments or payment links and updates booking balances. | Connect Square |
| Invoices | Turns booking charges and payments into a customer-facing billing document. | Create and send invoices |
| Notifications | Sends confirmations, reminders, staff alerts, email, and SMS based on controlled triggers. | Build notifications and automations |
Team and operations
| Feature | What it does | Detailed guide |
|---|---|---|
| Employees and access | Creates team profiles and controls permissions, brands, and operational job scope. | Manage employees and access |
| Contracts & waivers | Creates agreements from templates, fills booking data, and collects signatures. | Contracts and signatures |
| Equipment | Tracks inventory quantity, availability, readiness, asset numbers, and job media. | Equipment and job media |
| Routes & mileage | Turns confirmed addresses and event times into a practical dispatch plan. | Routes and mileage |
| Equipment rentals | Manages standalone rental inventory, packages, agreements, and public requests. | Equipment rentals |
Management and system tools
| Feature | What it does | Detailed guide |
|---|---|---|
| Command Center | Summarizes upcoming events, balances, documents, and operational attention items. | Understand the Command Center |
| Customers and analytics | Combines booking history into customer and operating trends. | Customers and analytics |
| Reports and Tax Center | Summarizes booked revenue, collected revenue, expenses, mileage, and tax settings. | Reports and taxes |
| Setup, diagnostics, and license | Checks requirements, database health, public pages, scheduled tasks, and license state. | System health and license |
Recommended order: complete the Start Here guide first, then configure features in the same order your customer and team will use them.