MANAGe event detailS
At The Vow Exchange we invite the couple to customize certain aspects of their ceremony. Below are instructions for the following:
- Publishing the Event Details Questionnaire by package
- Review Event Details Responses
NOTE: module C4: confirm contract signature must be complete BEFORE COMPLETING THE following STEPS.
PUBLISHING the Event Details Questionnaire by package
DEADLINE: WITHIN 1 WEEK OF CONFIRMED CONTRACT AND NO LESS THAN 4 WEEKS PRE-EVENT
Log into Wedding Wire & open the customer's client page in "Bookings".
Click "Create" in the "New Questionnaire" box.
Select the questionnaire for the client's chosen package.
Click "Publish Questionnaire" button. Repeat steps 2 & 3 to include the second questionnaire for customers with CAKE & CHAMPAGNE or BOTTLES & BITES packages
Click "Use an Email Template" and select
"EVENT DETAILS PUBLISH" for all ceremony only events
"EVENT DETAILS PUBLISH - 3 HOUR" for all ceremony + cake & champagne events
"EVENT DETAILS PUBLISH - 4 HOUR" for all ceremony + bottles & bites events.
Edit the body of the email to display correct information.
Scroll to the bottom of the browser window, update the signature, ensure "Send me a Copy" is selected and click "Send Email".
Log into Booker and select "Workflow" on the drop down under the "Manage Customers" tab.
Open the customer's Booker profile page and click the "Details" tab.
Under "EVENT MANAGEMENT" header, click the drop down next to "EVENT SET UP".
Select "05-3 WEEK CONFIRM FINAL BALANCE ON BOOKER" on drop down and click "SAVE" on bottom right of the window.
reviewing THE EVENT DETAILS responses
DEADLINE: WITHIN 1 WEEK OF SUBMISSION
Log in to the TVX Bookings email and locate the Questionnaire Notification.
Open in Wedding Wire and review the submitted answers.
Flag and address any response that is confusing, unclear, or against policy directly with the couple.
Flag any response(s) that would affect the scheduling of a service provider such as the couple declining our officiant or our flowers.
If needed, direct the couple to update or clarify any response directly on the Questionnaire. DO NOT UPDATE THE QUESTIONNAIRE FOR THE COUPLE OR MAKE A PERSONAL NOTE FOR THE REQUEST!! All answers MUST be on this questionnaire and in the customer's own wording.
Any aspect of the questionnaire that is discussed or clarified with the couple must be noted in the notes section of the couple's Wedding Wire profile.
NOTE: THE QUESTIONNAIRE RESPONSES WILL BE PASSED DIRECTLY TO THE SERVICE PROVIDERS. ANY INFORMATION NOT INDICATED ON THE QUESTIONNAIRE WILL BE MISSED BY THE SERVICES PROVIDERS.
Ran into a hiccup setting up the Event Details Questionnaire, or have a question on a submitted response? Contact your Location Manager for assistance with these topics.