Changelog
Follow up on the latest improvements and updates.
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Keeping track of locations just got
way easier
—you can now add addresses
to Contacts & Accounts! No more hunting down details; they’ll be right where you need them. 🏠
What’s New?
📌
Addresses on Accounts
– Add an address by clicking into an account in Reports > Accounts
. Plus, for customers who request it, these addresses will now automatically appear on event documents
like invoices. 📋
Addresses on Contacts
– Need to update a contact’s address? You can add or edit it directly in an event
or by going to Reports > Contacts
. 📊
Addresses in Contact Reports
– Need a list? Addresses linked to contacts will show up in Reports > Contacts
, and you can export them with just a click!
This means
less hassle, more organization
, and happy customers. 🎯 Go check it out now! 🚀
Following up with leads just got
way
easier! You can now set up automated emails to be sent a certain number of days after an event’s created at
date. No more manually tracking who needs a nudge—let automation do the work for you! ✨
Why this is awesome:
Ever send an initial email and then…
crickets
? 🦗 Now, you can schedule a follow-up 3 days later (or whenever you choose!)
to keep the conversation going—perfect for leads that haven’t converted yet. 💡
How it works:
- Head to Email in Settings
- Set your Automated Reminder Email to go out X days after an event is created.
- Keep potential customers engaged without lifting a finger.
- Customize your messages to make sure you always hit the right note.
More engagement, less hassle. Try it out now and never let a lead go cold again! ❄️🔥
new
All Plans
💲🧾 Negative Offline Payments for Refunds!
We’ve got some exciting news that’ll make your financial tracking smoother than ever! You can now log
negative offline payments
to reflect refunds on payments taken outside of Perfect Venue. Say goodbye to the hassle of manual adjustments and hello to seamless bookkeeping!🚀
What’s New:
- Negative Offline Payments: Refunds made outside of Perfect Venue? No problem! Track them with ease by logging a negative payment.
- Crystal-Clear Transparency: Keep your records squeaky clean with a clear view of every transaction — positive or negative.
- Effortless Reconciliation: Balancing your books has never been easier. Every refund is accounted for without the headache.
🛠️
How It Works:
- Head over to the Paymentssection with an event.
- Click on Add Payment.
- Enter a negative amount to record the refund (yep, it’s that simple).
- Add any notes or details to keep everything clear and organized.
💡
Pro Tips:
- Negative offline payments will show up in your reports, ensuring every cent is tracked accurately.
- This feature is perfect for refunds made through cash, checks, or any third-party systems.
We’re all about making your life easier and your finances crystal clear. Need a hand? Our support team is always ready to help!
Thanks for being a part of the Perfect Venue family! 💛
improved
All Plans
🏦 Pay Smarter with ACH!
Big news! Paying for your subscription just got
way easier
. You can now pay via ACH
! No more juggling cards — just smooth, direct payments from your bank. 🚀
What’s New?
- ACH Payment Support:Link your bank account and pay directly with ACH. Easy peasy!
- Safe and Sound:ACH is super secure, giving you peace of mind with every payment.
- Set It and Forget It:Set up your ACH payment once and enjoy stress-free subscription management.
🛠
How to Get Started
- Head over to Settings.
- Select Billingfrom the side bar.
- Click on Addnext toPayment Methods.
- Pick Bank Account (ACH).
- Follow the simple steps to link your bank.
- Confirm, and boom! You’re all set.
Important Note
If your newly added payment method requires additional verification, it may take a few days. Keep an eye on your email for instructions on how to complete the verification process before using it to pay for your subscription.
Also make sure to follow the instructions found here, on how to update the payment method assigned to your subscription(s).
❓
Need a Hand?
No worries! Our support team is always happy to help. Just reach out if you have questions.
Thanks for being awesome and choosing us. We’re always working to make things easier and more fun for you!
Happy Paying! 💸
What’s New:
🎯
Brand-New Personalization Smart Fields:
We’ve supercharged our personalization features! With fresh, new smart fields at your disposal, you can now add even more customization to your content. The sky’s the limit when it comes to tailoring your messages for your audience!New Smart Fields Include:
- Spaces (assigned to the event)
- Rehearsal Date
- Rehearsal Start Time
- Rehearsal End Time
- Tour Date
- Tour Start Time
- Tour End time
- F&B Minimum (assigned to the event)
- Deposit (assigned to the event)
- Default F&B Minimum
- Default Deposit
📝
Add Personalization Fields to Policies:
It just got even easier to make your policies feel personal! You can now sprinkle your newly added smart fields directly into policies. Say goodbye to one-size-fits-all and hello to fully customized, dynamic policy documents that reflect your users' unique event details.We’ve made personalization even more powerful, giving you the tools to make every interaction feel
just right.
🎉
improved
Premium Plan
Tasks Page Makeover! 💄📋
We’ve given our Tasks Page a fresh new look with powerful filtering options to help you stay organized and focused. Here’s what’s new:
✨ New Filtering Options
Task Status Filters – View tasks based on their due dates:
- All Tasks – See everything in one place
- Incomplete Tasks – Focus on what still needs to be done
- Due Tomorrow – Stay ahead of upcoming deadlines
- Due Today – Prioritize what needs attention now
- Overdue Tasks – Catch up on anything past due
Task Ownership Filters – Choose whose tasks you want to see:
- Your Tasks – Stay focused on your own work
- Team's Tasks – See what everyone is working on
- Custom Groups – Filter tasks for specific teams or individuals
📌 Sticky Filters for a Seamless Experience
Once you set your filters, they’ll stay in place! Navigate away, come back later, and pick up right where you left off—
no need to reset your view.
Enjoy a more efficient, personalized, and organized task management experience! 🚀
new
All Plans
📢 New Updates: More Control Over Your Emails!
We’re excited to introduce powerful new features that give you more flexibility and control over your emails:
✅ Schedule Emails for Later – Need to send an email at the perfect time? You can now schedule emails to be sent at a later date and time.
✏️ Edit or Cancel Scheduled Emails – Changed your mind? You can delete scheduled emails before they’re sent, allowing you to edit or cancel them if needed.
⏪ Undo Send (30-Second Window) – Sent something by mistake? You now have up to 30 seconds to "un-send" an email before it reaches the recipient.
These updates are designed to make your email experience smoother and more stress-free. Try them out today and let us know what you think! 💬🚀
new
All Plans
📧 New Feature: Smarter Email Suggestions
Adding people to an email thread just got way easier (and way smarter)! 🎉 Now, when you go to add additional email addresses, a handy list of relevant contacts will pop up—so you can say goodbye to hunting down emails manually.
✨
What’s New?
- Smart Suggestions Appear Instantly when you start typing. No more guesswork!
Who’s Included in the List?
- Contacts already on the event
- Anyone previously CC’d on the email thread
- Your team members within the system (because teamwork makes the dream work 💪)
This update means fewer clicks, fewer mistakes, and faster emails. Enjoy the smoothest email experience yet! 🚀
Got feedback? We’d love to hear it! 💡
improved
Premium Plan
🚀 Update: UTM Source Field Enhancement
What’s New?
- The UTM Source field is now a free-text input, so premium venues can track any UTM source they want! 🎯
Why the Change?
- More flexibility = better campaign tracking. No more restrictions!
Who Benefits?
- Premium venues that want full control over their marketing attribution.
What to Do?
- Just enter any UTM source—easy peasy!
Enjoy the upgrade, and happy tracking! 📊🔥
improved
All Plans
🔍 Update: Search by Phone & Email!
What’s New?
- You can now search by phone number and email to find what you need faster! 📞📧
Why the Change?
- More ways to search = quicker access to the right info. No more digging!
Who Benefits?
- Anyone who wants a faster, smarter search experience.
What to Do?
- Just enter a phone number or email in the search bar and go! 🚀
Enjoy the upgrade! 🔥
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