Changelog
Follow up on the latest improvements and updates.
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🔒 Proposal Locking, Now with Superpowers 💥
You asked for more control — we delivered! We’ve rolled out some handy updates to give you more flexibility with proposal locking:
✨ What’s New:
- You can now lock or unlock proposals per event— no need to stick with one rule for everything.
- We’ve also added a "lock 3 weeks before the event"option for a nice balance of flexibility and structure.
🛠 Smarter Settings:
- Want to make an exception? You can now override proposal lock settings for individual events.
- Once you change the lock setting on an event, it’s locked in (pun intended 😄). Even if you update your venue-wide settings later, that individual event will keep its custom lock rule.
- Not making any changes? Then your events will keep following your venue’s default locking rules as usual.
More power to you, one event at a time. 💪
Let us know if you have any questions — we’re always here to help!
You asked, we listened! You can now add discounts to individual
menu items
, either as a percentage (%)
or a fixed dollar amount ($)
— giving you more flexibility and control over your proposals.PLUS:
Proposal-level discounts can now be set as a percentage
, not just a flat dollar amount! 🎉When applied, you’ll see:
- The original price
- The discount amount
- The new discounted price
These updates show automatically on both the
guest-facing side
and your BEOs
, keeping everything clear and consistent.Perfect for special promos, VIP perks, or just making someone’s day. 🥳💵
new
All Plans
🎨 New: Color-Code Your Calendar by Event Status!
Your calendar just got an upgrade — you can now
color-code events by status
instead of space!Want to quickly spot what’s confirmed or still tentative? Just toggle the setting right in your Calendar and boom —
instant clarity
.Whether you’re a color-by-status or color-by-space kind of planner, the choice is yours. Go give it a spin!
new
All Plans
🆕 New Feature: Scheduling Link Integration
Tired of digging around for your scheduling link every time you send an email? Us too.
You can now add your scheduling link directly under
Settings > Profile
, and easily insert it into emails or email templates with just a click. No more copying and pasting, no more hunting it down — just smooth, efficient scheduling every time.Go get those meetings booked! 💼📅
Hey team! We’ve cooked up something fresh behind the scenes — introducing
Internal Menu Descriptions
! Perfect for giving your Back-of-House crew the scoop without cluttering guest-facing docs.Here’s what’s on the prep table:
🔧
Set it up in Settings > Proposal
Choose what shows up on your
BEO
and Staff BEO
:- ✅ Guest-facing Menu Description
- 🛠️ Internal Menu Description(BOH only!)
You can toggle either one — or both! — depending on what you want your docs to show.
🍽️
Add the juicy details in Settings > Menu
Jump into any menu item and drop in your
Internal Menu Description
.Think: prep notes, plating tips, chef secrets… you get the idea.
Why?
Because the kitchen runs smoother when everyone’s in the loop — and your guests never see what they don’t need to.
Fire it up and keep your team sharp! 🔥
---
improved
Pro & Premium
🎉 New Feature: Customize Policies Per Event!
We’ve just rolled out something you’ve been asking for—
you can now edit policies on a per-event basis
! 🙌🛠 What’s New:
- Event-Specific Policies: Every event is different, and now your policies can be too! Customize cancellation terms, refund rules, house policies, and more for each individual event.
- Total Flexibility: No more one-size-fits-all. Adjust terms to suit each client's unique needs without changing your default templates.
- Happier Clients: Tailored policies mean clearer expectations and smoother experiences—for youandyour clients.
🚀 How It Works:
Just pop into an event's proposal, click Edit next to Totals, and look for the shiny new
“Edit Policy”
button. From there, you’re in full control.Go ahead, make your events (and your clients) feel extra special. 💫
new
All Plans
🗞️ New Feature: Weekly Digest is Here! 🚀
Mondays just got a little easier! Our brand-new
Weekly Digest
is rolling out, bringing you a super handy
summary email every Monday morning. No more scrambling to find what’s coming up—you’ll get everything you need in one place!
What’s Inside?
📅
Upcoming events
– so nothing sneaks up on you 📄
Quick links to BEOs
– because who has time to search? ✨
(Premium only)
✅ Tasks due this week
– stay on top of your to-dos How to Opt In
Want in? Just head to:
🛠
Settings > Profile > Notifications
and flip the switch! Bonus for Multi-Venue Users
If you're managing multiple locations, don’t worry—we’ve got you covered! Your digest will
combine data from all venues you have access to
for a seamless, all-in-one view. Start your week like a pro.
Turn on your Weekly Digest today!
🚀
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! 💛
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