Planner Help

Getting started

• What is 1pm?
• Getting started
• Dashboard tour
• Free trial
• Notifications and the bell
• Signing up
• The screen after you sign in

Walkthroughs

• A catering services walkthrough
• A celebrant and officiant walkthrough New · 8d
• A corporate event walkthrough
• A recipe costing walkthrough
• A venue walkthrough
• A wedding day walkthrough
• A wedding photographer walkthrough

Leads

• The leads pipeline New · 10d
• Assigning a salesperson
• Auto-replying to new leads
• Following up on leads
• How lead reply emails work
• Importing leads from a CSV
• Links between leads, contacts and events
• Logging calls, texts and meetings on a lead
• Replies you send by email
• Replying to leads
• Sharing the run of show with your client
• Turning a lead into an event
• Working the leads inbox

Lead forms

The form clients fill in on your website, and how to add it to the site you already have.

• Capturing leads with a form
• Adding a lead form to a Squarespace site
• Adding a lead form to a Wix site
• Adding a lead form to a WordPress site

Quotes

• Quotes and invoices
• Letting a client adjust a quote
• Proposal templates New · 2d
• Quote expiry dates
• Sending a quote or invoice as a PDF
• Sending a quote or invoice in a reply
• Voiding a quote or invoice
• Why proposals are a web page, not a PDF New · 1d

Automations

Emails and tasks that 1pm sends or creates for you when a lead, booking or invoice reaches a set point.

• Automations
• Flagging leads that go quiet
• Previewing automations
• Troubleshooting automation emails

Events

• Creating your first event
• Access from and vacate by times
• Booking statuses
• Collecting dietary requirements
• Collecting RSVPs from your crew
• Crew check-in and the on-site roster
• Duplicating an event
• Event confirmations
• Event details and the briefing
• Event notes
• Event templates
• Grouping events into a program
• Printing the RSVP roll and name tags
• Renaming crew view labels
• The BEO (function sheet)
• The event brief
• Time zones in 1pm

Calendar and appointments

• The calendar
• Appointments and the booking page
• Buffer time between appointments
• Connecting an outside calendar to a Space New · 13d
• Google Calendar is showing old times
• Importing bookings from a calendar
• Sync your bookings to Google, Outlook, or Apple Calendar

Run of show

• Run of show basics
• Clearing the whole run of show
• Copying out the run of show
• Crew close-out and actual timings
• Editing the run of show inline
• Filtering the timeline by who is responsible
• Formatting item details with bold and bullet lists
• How crew mark items on the run of show
• Live run of show colours and cues
• Pasting in a run of show
• Printing the run of show
• Printing your run of show from the live link
• Pushing back later items when one runs over
• Real-time updates
• Run of show items
• Shifting or deleting several items at once
• Why event pros use a You're up! run of show

Tasks and workflows

• Tasks and workflows
• Printing your procedures manual

Contacts

• Adding contacts
• A contact's Money tab
• A contact's request history
• Client questionnaires and surveys New · 9d
• Companies
• Crew statuses
• Custom contact fields
• Document types
• Importing contacts from a CSV
• Tagging and filtering contacts

Spaces

• Spaces
• A default Space for new leads
• Moving events between Spaces
• Preventing a double-booked Space

Crew

• Assigning crew to ROS items
• Assigning table and seat numbers to crew
• Crew photos and avatars
• Personal notes for each crew member
• Renaming crew on an event
• Sending a checklist to crew

Requests

Asking crew and clients for documents, answers and signatures, and tracking what comes back.

• The Requests page
• Asking crew for documents and info
• Attaching a reference document to a request
• Automating crew onboarding
• Chasing expiring documents
• Document compliance New · 1d
• Request packs
• Reviewing crew uploads
• Sending a request to all crew
• The Requests dashboard
• Tracking changes to a request and its answers
• Using 1pm for onboarding and compliance requests

Sharing and the crew view

The live run of show link you send crew, and what they see when they open it.

• Sharing the live link
• Letting crew and guests register themselves
• Resending a crew share link
• The public shareable runsheet
• What crew see
• Working offline

Portals

The pages you send clients and crew for a booking or an event, and what they can do there.

• Portals
• Add a You're up! run of show to the booking portal
• One link for all of a crew member's events
• Your booking portal and your event portal

Files and uploads

• Where files are stored
• Deleting documents after you approve them
• Event links
• Uploading files direct to an event

Invoicing and payments

• Pricing an event
• Deposits and payment schedules
• Invoice numbering and tax defaults
• Invoicing a deposit, progress payments and balance
• Minimum spend New · 5d
• Paying by bank transfer
• Recording payments and taking card payments
• Saving a card on file
• Sending invoices to Xero
• Service charges and gratuities
• Your items catalog and packages

Terms and signatures

Your terms and conditions, how people accept and sign them, and the record of who agreed to what.

• Your terms and conditions library
• Asking someone to sign a PDF New today
• Electronic signatures and accepting terms
• Sending a terms request
• The terms acceptance report

Hospitality

Menus, recipes and food costing. These features come with the Hospitality plan. Every other section applies to both plans, Professional and Hospitality.

• Food and beverage menus
• Building costed recipes
• Costed ingredients
• Plate cost, food cost and margin
• Publishing a menu or price list online

Reports

• Reports
• Chasing overdue invoices
• Why Revenue by item and Revenue show different totals

Email

The emails 1pm sends for you, your sending domain and allowance, and how to check what went out.

• Emails 1pm sends
• Batched invite emails
• Checking what emails went out
• How long email records are kept
• Tracking guest & crew emails
• Verifying your sending domain
• Your monthly email allowance

Branding

• Branding your account
• Branding your crew view

Account and billing

• Data subject rights
• Deleting your 1pm account
• Exporting your account data
• How subscribing works
• Inactivity and automatic deletion
• Managing your subscription
• Refunds and changing plans
• Resetting your password
• Setting your account currency
• Sharing your account with a colleague
• The weekly summary email
• Two-factor authentication
• Verifying your email address
• What to put in your own privacy policy
• Working with a team
• Your crew allowance and account usage
• Your profile and display name

Tips and shortcuts

• The sidebar
• Installing 1pm as an app
• Keyboard shortcuts and tips
• Renaming events, crew, spaces and the run of show
• Searching and filtering events and crew

Troubleshooting

• Troubleshooting
• Getting help and reporting a problem
• Supported browsers and devices
• The "this service is unavailable" message
• Undoing changes and restoring deleted items