Here’s a quick walkthrough of the Leads feature in ThymeBase – a simple, lightweight leads manager that helps you stay on top of your leads during the booking process from first contact to the contract signed. There’s a lot you can do, including: Add and track leads Create and track to-dos Attach notes and files …
Think of a tag as a way to categorize a timeline item. It makes for easy filtering and grouping of related items. Using tags, you can quickly filter your timeline to focus on the specific items related to a vendor, client, event segment, or anything else you can think of. And you can also share …
Inviting a client to the client portal is easy. Here are a couple of ways to invite your client to the portal so you can collaborate easily, and outside of your inbox. Within any event, if you navigate to the client portal tab, you’ll see a share icon on the top right corner. Click the …
Here’s a step-by-step guide on how to set up and configure client portals in ThymeBase and control exactly which planning assets your client can access. Client portals are a fantastic way to collaborate with clients on their events with fewer emails. And fewer emails means a quieter inbox, less frantic scrolling through uber-long email threads …
How To Set Up & Configure Client Portals In ThymeBase Read More »
Great event planning needs exceptional budgeting. And that’s why we’ve built a comprehensive, yet easy-to-use event budget tracker in ThymeBase. It’s the perfect addition to our suite of event planning software. Before we get into the step-by-step guide, I want to encourage you to explore the budget tool and share your feedback with us. We’re …
A Guide To Using The Event Budget Tracker In ThymeBase Read More »
Managing the event’s budget is a major part of event planning and that’s why we’ve built the best darn event budget tracker out there. This video walks through how to use our event and wedding budget calculator, starting from scratch or from a template. Also, check out one of our most popular blog posts ever …
How To Use ThymeBase’s Event Budget Tracker [Video] Read More »
Want to add a teammate to your events? Just follow these steps. If you’re inviting a brand new teammate to your team, start right below at step 1. If you’d like to add an existing teammate to a new event, jump to the edit access section. Adding A New Teammate To An Event 1. Head …
Getting started with ThymeBase is easy, and I’m here to help make it even easier. So whether you’d like to plan an event in ThymeBase, or were invited by someone who already uses our event planning software, I’m going to help you get started. I’m Here To Help I’m Dean, and I’m here to help. …
What to do if an event is postponed? Well, if you need to change the date of an event, ThymeBase has you covered. Postponed events create a lot of stress and a lot of work. There are a million emails to write, and phone calls to make to reschedule the venue and vendors. And when …
If you’re a client and your event pro sent you a link to the client portal, let me just say that I hope your event is a spectacular success. But what on earth is the client portal, and what can you do with it? Don’t worry, I’m here to walk you through everything. What Can …
Are You A Client? Here’s How Your Client Portal Works Read More »