Event status values within DJ Event Planner will help you track where you are in the booking/planning process. These event statuses will also allow you to separate business offerings, assist with fine tuning which scheduled emails are sent out within your…
Go to the Event that you would like to duplicate. On the bottom of Details tab page there is a button that is labeled "Duplicate Event". Click on it and you will receive a pop-up window with a Date Picker option to select the date(s) that you would like to…
Merge tags are values that you would use in your email templates to pull data from the event/client/venue database. For example, by inserting <first_name> into a template, when the document or email is created from the event information page, the client's…
You can "attach" files to events, employees, and clients through the Related Files functionality of DJEP. You will need to upload the files to a separate site other than DJEP. There are two settings for attached files. Title In this field you should enter…
When adding a new event, or editing an existing event form, under the Staff tab there is a button for checking employee availability for a given date. When you click on this button a new window opens in another tab. In this window a list of active employees…
URL is an abbreviation for Uniform Resource Locator. It is the global address of documents and other resources on the World Wide Web. The first part of the address is called a protocol identifier. It indicates which type of server the web browser will be…
When you add or edit an event there is a field called "Custom Event ID". This is not a required field and is not necessary for the Event Planner application to function correctly. This field is to be used if you choose to use an in-house tracking system for…
One of the great features of DJ Event Planner is the ability to send out email messages to clients, employees, venues, vendors, salespeople, and yourself. However, DJEP is not to be used for Email Marketing to lead lists. You MUST have a pre-existing relationship…
To ensure quick load times for the event list page, there is a limit put on the number of returned results. The default limit is the first 1,000 events. For so very high usage users the limit is reduced to the first 500 events. In some cases there is a limit…
