Changelog
Follow up on the latest improvements and updates.
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Whatâs 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.
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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)

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Whatâs New:
You are now able to use a contact's full name to personalize emails, email templates, and venue policies!
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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

Weâve added a highly requested feature that makes analyzing your reports easier than ever.
Hereâs whatâs new:
- You can now click a button to show totalson the reports pages when your filtered results include250 or fewer rows.
- All exported reportsâ includingEvents, Payments, and Proposalsâ will nowautomatically include a totals row, no matter how many rows there are.
Why youâll love it:
Get quick insights at a glance without needing to export to a spreadsheet. Totals are now just a click (or download) away!

improved
All Plans
⨠Proposal Report Upgrades
Weâve made the
Proposal Report
even better! đHereâs whatâs new:
Youâll now see
selected choices and add-ons
right in the reportâno more guessing whatâs 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. đThese updates give you more visibility and flexibility so you can work faster and make smarter decisions. đ

improved
Premium Plan
đ Integrations Tab (Events)
Weâve made some exciting updates to make managing your event integrations simpler and more intuitive!
Whatâs New
The previous âFloorplansâ tab has been replaced with a new âIntegrationsâ tab within events. This new tab now centralizes all your key integrations â 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.

The
Sales Analytics Graph
now works in All Venues mode
, giving you powerful new insights across your entire organization.Whatâs new:
- đ Conversion Rates by Venue:Compare how each venue is performing with clear conversion metrics side-by-side.
- đŻ Organization-Wide Goals:Set and track monthly sales goals for your entire organization, not just individual venues.
- đ Unified Overview:Get a complete picture of your business performance across all locations in one place.
Why youâll love it:
This update makes it easier than ever to understand how each venue contributes to your overall success and keep your team aligned on shared goals.

new
improved
All Plans
đ The Updated Payments Report is Here!
Weâve given the Payments Report a major upgrade â packed with powerful new tools to help you find insights faster and keep your finances crystal clear.
⨠Whatâs New
- Advanced Filtering:Easily narrow down your report by date, payment type, status, method, and more â all in just a few clicks.
- Saved Views:Create and save custom report views so you can quickly access your favorite setups anytime.
- Cleaner, Smarter Design:A refreshed layout thatâs easier to navigate, making your payment tracking experience seamless.
đĄ Why Youâll Love It
You can finally slice and dice your payments however you like! No more manual exports or endless scrolling â just the data you need, exactly how you want to see it. Saved views make it effortless to pick up right where you left off.


You now have more control over how your revenue is reported! In
Group Settings
, you can choose whether your reports and dashboards are based on the Grand Total
(the full contract value including taxes and fees) or the Subtotal
(the base amount before taxes and fees).This is an
organization-level setting
, so everyone sees the same version of the numbers. Changes take effect instantly after a page reload â and you can switch back anytime with a single toggle.đ° How it works now (Grand Total mode â the default):
- Leads / Qualified:Event value = the eventâs budget
- Proposal Sent / Confirmed / Balance Due:Event value = contract grand total
- Completed:Event value = payments collected minus refunds
This means your dashboards and reports reflect the
total
contract amounts (including taxes and service fees).đ§Ž How it works when you switch to Subtotal mode:
- Leads / Qualified:Still based on the eventâs budget (no change)
- Proposal Sent / Confirmed / Balance Due / Completed:Event value = contract subtotal
- Completed events imported via data migration: Event value = payments minus refunds (since contract items werenât imported)
When using Subtotal mode:
- On the Active Events Dashboard, the âProposal Sentâ and âConfirmedâ summaries will show subtotals instead of grand totals.
- âCompleted YTDâ values will be based on subtotals rather than collected payments.
- The Valuecolumn in your events table will match your selection â showing subtotals instead of grand totals for relevant statuses.
- In Reports & Analytics, the âCompleted Totalsâ section and Goals will update to match your chosen mode.
- You can even set separate goalsfor Grand Total and Subtotal targets!
(Donât worry â the Balance Due summary still shows whatâs owed to the venue, just like before.)
This update gives you a new level of flexibility in how you measure revenue â whether you want the
big picture (Grand Total)
or the base business number (Subtotal)
. Try it out in Group Settings â Report Settings!


Why:
Sometimes you just want to be in the driverâs seat! đ
Previously, when a guest paid their deposit and refreshed the proposal, the action button would automatically change to
âPay Remaining Balance.â
Or maybe you sent a proposal just for the guest to sign âď¸
, but when they refreshed, it jumped straight to âPay Deposit đł.â
Not ideal â and sometimes costly! đ¸Whatâs New:
You now have more control with the new
âAutomatically Advance Proposal Actionâ
setting. âď¸When this setting is toggled off, the action button will
not automatically update
after the guest completes the action you sent them. Instead, itâll chill at âNo Action đâ
until you decide what happens next.How to Use:
- Head to Settings > Proposal âď¸
- Toggle âAutomatically Advance Proposal Actionâoff if youâd rather take the wheel đšď¸ (this will automatically apply to all current & future events in your system)
- When youâre ready for guests to move forward, just update the action đ

new
All Plans
đ§ New: Ask AI to Rephrase Replies
You can now ask the AI to rephrase its messages â your way!
Whether you want a response to
sound friendlier, more polished, more concise, or more detailed,
youâre in control. Just tell the AI how youâd like it to adjust the tone or style, and it will instantly rewrite the message to match your preference.⨠Examples:
- âMake this sound more casual.â
- âRephrase this in a more formal tone.â
- âGive this a fun twist.â
- âSimplify this message.â
- âAdd a little extra energy to this.â
This update makes it easier than ever to fine-tune AI replies until they sound just right for your audience.


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