Changelog

Follow up on the latest improvements and updates.

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🛠
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)
Screenshot 2025-11-14 at 12
🛠
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
image
Creating an Email Template:
Settings > Email > New Template Email > Personalize
image
Venue Policies:
Settings > Proposal > Venue Policies > Personalize
image
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 totals
    on the reports pages when your filtered results include
    250 or fewer rows.
  • All exported reports
    — including
    Events, Payments, and Proposals
    — will now
    automatically 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!
Screenshot 2025-11-07 at 10
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. 🚀
Screenshot 2025-11-06 at 4
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.
Screenshot 2025-11-06 at 11
The
Sales Analytics Graph
now works in
All Venues mode
, giving you powerful new insights across your entire organization.
What’s new:
  • 📈
    Conversion Rates by Venue:
    Compare how each venue is performing with clear conversion metrics side-by-side.
  • 🎯
    Organization-Wide Goals:
    Set and track monthly sales goals for your entire organization, not just individual venues.
  • 🌐
    Unified Overview:
    Get a complete picture of your business performance across all locations in one place.
Why you’ll 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.
Screenshot 2025-11-06 at 11
We’ve given the Payments Report a major upgrade — packed with powerful new tools to help you find insights faster and keep your finances crystal clear.
✨ What’s New
  • Advanced Filtering:
    Easily narrow down your report by date, payment type, status, method, and more — 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 that’s easier to navigate, making your payment tracking experience seamless.
💡 Why You’ll Love It
You can finally slice and dice your payments however you like! No more manual exports or endless scrolling — 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.
Screenshot 2025-10-31 at 11
Screenshot 2025-10-31 at 11
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 — and you can switch back anytime with a single toggle.
💰 How it works now (Grand Total mode — the default):
  • Leads / Qualified:
    Event value = the event’s 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).
🧮 How it works when you switch to Subtotal mode:
  • Leads / Qualified:
    Still based on the event’s 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 weren’t imported)
When using Subtotal mode:
  • On the
    Active Events Dashboard
    , the “Proposal Sent” and “Confirmed” summaries will show subtotals instead of grand totals.
  • “Completed YTD” values will be based on subtotals rather than collected payments.
  • The
    Value
    column in your events table will match your selection — showing subtotals instead of grand totals for relevant statuses.
  • In
    Reports & Analytics
    , the “Completed Totals” section and Goals will update to match your chosen mode.
  • You can even set
    separate goals
    for Grand Total and Subtotal targets!
(Don’t worry — the Balance Due summary still shows what’s owed to the venue, just like before.)
This update gives you a new level of flexibility in how you measure revenue — whether you want the
big picture (Grand Total)
or the
base business number (Subtotal)
. Try it out in
Group Settings → Report Settings!
Screenshot 2025-10-30 at 10
Screenshot 2025-10-30 at 10
Why:
Sometimes you just want to be in the driver’s seat! 🚗
Previously, when a guest paid their deposit and refreshed the proposal, the action button would automatically change to
“Pay Remaining Balance.”
Or maybe you sent a proposal just for the guest to
sign ✍️
, but when they refreshed, it jumped straight to
“Pay Deposit 💳.”
Not ideal — and sometimes costly! 💸
What’s New:
You now have more control with the new
“Automatically Advance Proposal Action”
setting. ⚙️
When this setting is toggled off, the action button will
not automatically update
after the guest completes the action you sent them. Instead, it’ll chill at
“No Action 😎”
until you decide what happens next.
How to Use:
  1. Head to Settings > Proposal ⚙️
  2. Toggle
    “Automatically Advance Proposal Action”
    off if you’d rather take the wheel 🕹️ (this will automatically apply to all current & future events in your system)
  3. When you’re ready for guests to move forward, just update the action 🚀
Screenshot 2025-10-28 at 10
You can now ask the AI to rephrase its messages — your way!
Whether you want a response to
sound friendlier, more polished, more concise, or more detailed,
you’re in control. Just tell the AI how you’d like it to adjust the tone or style, and it will instantly rewrite the message to match your preference.
✨ Examples:
  • “Make this sound more casual.”
  • “Rephrase this in a more formal tone.”
  • “Give this a fun twist.”
  • “Simplify this message.”
  • “Add a little extra energy to this.”
This update makes it easier than ever to fine-tune AI replies until they sound just right for your audience.
Screenshot 2025-10-24 at 11
Screenshot 2025-10-24 at 11
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