2 WEEK DEACTIVATE QUESTIONNAIRE
The big day is just 2 weeks away! Now is the time to cut off our customer from making further changes to their event and to wrap up those last loose ends. Follow the steps below to deactivate the Event Details Questionnaire(s).
note: Module C6: 3 week wrap up must be completed before completing the following steps.
DEACTIVATE EVENT DETAILS QUESTIONNIARE
DEADLINE: 2 WEEKS PRIOR TO EVENT DATE
Log in to the customer's booking page in Wedding Wire.
In the middle of the page, click the "Client Site" button.
Log into the client's page using their 8 digit wedding date (mmddyyyy).
Click on the package questionnaire to view and click "Download" on the top right corner.
Save the package questionnaire to a designated folder titled: QUESTIONNAIRE-(MMDD)(BRIDE'S NAME)(GROOM'S NAME).
Open the newly saved document to ensure it saved correctly.
Return to the customer's booking page in Wedding Wire.
In the Event Details Questionnaire box, click the "View" button.
Click the arrow next to "Email Questionnaire", select "Discard this Questionnaire" from the drop down menu and click "YES" when prompted.
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 "12-2 WEEK CONFIRM FINAL PAYMENT" on drop down and click "SAVE" on bottom right of the window.
Having trouble downloading the questionnaire or deactivating it? Contact your Location Manager for assistance with this Module.