Changelog
Follow up on the latest improvements and updates.
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As a reminder, your completed events will return to zero, as they are just year-to-date! You can always find all of your events from the past under the
Reports > Events
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Enterprise Plan
✨ Require Guests to Initial Policies
You can now require guests to
initial specific sections of your policies
before they sign and pay. This gives venues added clarity and confidence that important terms are acknowledged upfront. This feature is available for our Enterprise
plan members. 🔍
How does it work?
Policies can now include required initials for selected sections. When initials are required, guests
must initial before they can sign and submit payment
.- Go to Settings → Proposals
- Navigate to your Policies
- Select a policy
- Choose which sections require initials from guests
- Click “Save” to apply your changes
🖊️
What does it look like for guests?
When guests view their proposal, they will see the sections of the policy that require initials.
Guests can not sign and pay until after all policy sections have been initialed.
📄
Can I require initials for a specific event?
Yes! Under your proposal for an event, you can customize the policy for this event.
- Navigate to an event and select the Proposal
- On the right-hand side, click “Edit” under Totals
- Select “Customize Policy for This Event”
- Select “Require Initials”
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All Plans
📃 Organize Your Policies with Policy Sections!
You can now separate your venue policies into clear, reusable
policy sections
, making them easier to manage, update, and present to clients. Instead of editing the policy directly, policies can now be built from individual sections like Cancellations
, Payments
, or Pets
.This update gives you more flexibility and control over how your policies are structured — while keeping everything clean and consistent across events.
📄 How Policy Sections Work
- Policies are now made up of individual sections, each focused on a specific topic
- Sections can be reused across multiple policies (Professional, Premium, and Enterprise plans)
- Updating a section automatically updates it everywhere it’s used
- Policies are displayed to guests as clearly labeled sections on proposal
🧩 What You Can Do Now
- Create and manage policy sections in Settings → Proposal
- Build policies by selecting and arranging sections
- Rearrange sections to control how policies appear to guests
- Preview policies before applying them to events
- Personalize sections using event-based fields when signatures or custom details are required
⭐ Default Policies & Event-Level Control
- Choose a default policythat automatically applies to all new events
- Assign a different policy to specific events when needed
- Customize policies at the event level without affecting your saved venue policies
Note: Only one policy can be applied per event, and only one policy can be set as the default at a time.
Exciting news! You can now manage and update taxes and fees for all items in a menu category.
🛠️
How It Works
Navigate to your Menu Settings and select a category under
Menu Sections.
Make changes to your taxes and fees, and select
"Apply these taxes and fees to all items in this category"
to apply these in bulk to all items in the category. Click
Save
to apply your changes! 
Customers are now able to leave reviews after events, helping you showcase the best parts of your venue and attract more guests.
How It Works
After an event is marked Completed, guests will receive a review form where they can share:
- A star rating
- Optional public feedback
- Private team-only feedback
Displaying and Collecting Reviews
Reviews are automatically enabled, but you can manage your settings under Email Settings. If you enable public reviews, they’ll appear on your Marketplace Venue Profile and Space Profiles, helping your venue stand out—especially during the busy holiday season.
Getting Notifications for Reviews
You can also receive notifications via email any time a new review is posted! To do so, head to your Profile settings and enable "Customer Feedback" under Notifications to stay up to date on your guests' experiences.
🛠
What’s New:
You now have the ability to merge and delete contacts on your Perfect Venue account! With more control of your contacts, you can now analyze and identify top leads and guests easier.
🚀
How It Works:
Under your Contacts page in the Reports section of your dashboard, you can click on a contact and delete them at the bottom of the side panel.
If you want to merge contacts,
- Click on "Merge Contacts" in the upper right
- Select the contacts you want to merge
- Select a primary contact (all of the other contacts' events will be reassigned here)
🛠
What’s New:
You are now able to use a contact's full name to personalize emails, email templates, and venue policies!
🚀
How It Works:
- Click "Personalize" and select "Full Name" under Contact
Composing an Email:
Inbox > Reply > Personalize
Creating an Email Template:
Settings > Email > New Template Email > Personalize
Venue Policies:
Settings > Proposal > Venue Policies > Personalize
We’ve added a highly requested feature that makes analyzing your reports easier than ever.
Here’s what’s new:
- You can now click a button to show totalson the reports pages when your filtered results include250 or fewer rows.
- All exported reports— includingEvents, Payments, and Proposals— will nowautomatically include a totals row, no matter how many rows there are.
Why you’ll love it:
Get quick insights at a glance without needing to export to a spreadsheet. Totals are now just a click (or download) away!
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All Plans
✨ Proposal Report Upgrades
We’ve made the
Proposal Report
even better! 🎉Here’s what’s new:
You’ll now see
selected choices and add-ons
right in the report—no more guessing what’s included in each proposal.New filters
make it easier than ever to find exactly what you need. You can now filter by:- Event date
- Event status
- Space
- Menu section
Plus, you can now
save your favorite report views
to quickly access the filters and layouts you use most often. 🙌These updates give you more visibility and flexibility so you can work faster and make smarter decisions. 🚀
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Premium Plan
🆕 Integrations Tab (Events)
We’ve made some exciting updates to make managing your event integrations simpler and more intuitive!
What’s New
The previous “Floorplans” tab has been replaced with a new “Integrations” tab within events. This new tab now centralizes all your key integrations — including:
- Floorplans
- 7shifts
- OpenTable
How It Helps
- View and manage all integrations from one place.
- Ensure your event details stay perfectly in sync across all connected platforms.
- Save time by quickly troubleshooting and figuring out why an integration didn't sync as expected.
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