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1 Do you want to provide your clients with specific scheduled payment dates?

You can configure two additional scheduled payment dates automatically that are built into DJ Event Planner. This will provide your clients with two additional dates where payments are due prior to their event. You can configure the number of days before…
2 How can I create Instant Quotes for potential clients?

The instant quote website tool can be utilized on your business site to allow your clients to obtain an instant quote for your services based on their event type, selected package, and selected addons. Alternatively, use the skip the quote preview setting…
3 How can I offer Discounts within DJ Event Planner?

You can offer discounts to your clients via quotes which you then send out via email. To create your list of discount options to be utilized for quotes, go here: Log into DJ Event Planner -> Setup -> Application -> Event Form -> Financials ->…
4 Where do I configure my company Tax Rates?

To configure your companies tax settings within DJ Event Planner, you’ll go here: Log into DJ Event Planner -> Setup -> Application -> Event Form -> Financials -> Tax Rate / Second Tax Rate / Tax Settings -> Enter the appropriate info…
5 Which credit card processors work with DJ Event Planner?

DJ Event Planner offers numerous options for processing payment from your customers. These payments can be made one of two ways: 1) Via the Client Portal. With this option, the client would log on to the client portal using their username and password. Using…
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