Planner Help
How to use 1pm as an event professional or venue. Looking for the crew-side guide instead? Open the crew help.
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getting started
leads
- Automations
- Capturing enquiries with a form
- Chasing a lead that goes quiet
- How lead reply emails work
- Links between leads, contacts and events
- Logging calls, texts and meetings on a lead
- Proposals
- Replying to leads
- Sending a quote or invoice in a reply
- Sharing the run of show with your client
- Turning a lead into an event
- Who owns the sale: the Salesperson field
- Working the leads inbox
events
- Access From and Vacate By: the load-in window
- Creating your first event
- Appointments and the booking page
- Changing the words your crew see
- Collecting dietary requirements
- Collecting RSVPs from your crew
- Duplicating an event
- Event confirmations
- Event details and the briefing
- Event Notes
- Event templates
- Food and beverage menus
- Google Calendar is showing old times
- Importing bookings from a calendar
- Portals
- Printing the RSVP roll and name tags
- Programs: grouping a multi-day occasion
- Publishing a menu or price list online
- Sync your bookings to Google, Outlook, or Apple Calendar
- The BEO or Function Sheet
- The calendar: your whole book at a glance
- Time zones in 1pm
- Tracking events from enquiry to done
workflow and procedures
run of show
- Run of show items
- Real-time updates
- Clearing the whole run of show
- Closing out the run of show
- Copying out the run of show
- 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
- Pasting in a run of show
- Printing the run of show
- Printing your run of show from the live link
- Pushing the timeline when an item runs over
- Reading the run of show at a glance
- Shifting or deleting several items at once
- Run of show basics
contacts
spaces
crew
- Getting people to accept and sign your terms
- Assigning crew to ROS items
- Assigning table and seat numbers to crew
- Attaching a reference document to a request
- Personal notes for each crew member
- Chasing expiring documents
- Crew photos and avatars
- Asking everyone for the same thing
- Renaming crew on an event
- Asking crew for documents and info
- Reviewing crew uploads
- Sending a checklist to crew
- The Requests dashboard
- The Requests page
- Tracking guest & crew emails
- Using 1pm for onboarding and compliance requests
crew portal
files and uploads
invoicing
- Deposit and balance invoices
- Deposits and balances
- Getting paid: payments and online card payments
- Your items catalog and packages
- Paying by bank transfer
- Pricing an event
- Proving what a client agreed to
- Quotes and invoices
- Saving a card on file
- Sending a quote or invoice as a PDF
- Sending invoices to Xero
- Service charges and gratuities
- Voiding a quote or invoice
- When a quote runs out
costing
reports
branding
account and billing
- Your profile and display name
- Batched invite emails
- Your crew allowance and account usage
- Data subject rights
- Deleting your 1pm account
- Electronic signatures and accepting terms
- The emails 1pm sends and what to do about them
- Exporting your account data
- How long email records are kept
- How subscribing works
- Managing your subscription
- Refunds and changing plans
- Inactivity and automatic deletion
- Resetting your password
- Setting your account currency
- Sharing your account with a colleague
- Your terms and conditions library
- Two-factor authentication
- Verifying your email address
- Verifying your sending domain
- Working with a team
- Your monthly email allowance
- What to put in your own privacy policy
tips
troubleshooting
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