A
Add Child- Home /Product Info/ Add-On Child
Purchase additional child –Open
Add New Guest Family-Guests/Guest Family/Add or Import
All guests are entered as a “family” first, then as individuals.
3 options
1. To enter names into the program directly -Open Guests/Guest Family/Add new family
2. To import names and addresses Open Guests/Guest Family/Import New Family
3. Template - Use the provided template to add names, either by copying and pasting from an already existing list or by entering into the template
Add or Edit Guest Details- Guests/Guest Family/Add or Edit Guest Details
After entering a family, add the individual and family details.
Individual members, add first, last name, age, gender, phone, email, kosher.
Family details add location, guest type, invited by, save the date, accommodations, transportation, welcome gift. Add addresses.
Add Events - Home/Edit Child or Events/Add New Event
Address Label – Guests/Guest Family/Add or Import - Enter addresses
Print address labels or export addresses from the Invitation/Basic or Advanced screens.
Add Preferences – Home/Personalize Categories - create your own preferences and categories
Add Vendors – Vendor List
Aliyah –Events/Ceremony/Ceremony Honors- add aliyot and other guest honors
Assign Guests to Events – Guests/Guest Events/Invitation List Assign Guest- events your guests will be invited to.
B
Backup & Share- Home/BackUp & Share-several options for backing up your data files.
Budget, actual costs - Enter cost into the budget form directly or add to the budget from Event/Vendors/vendor details.
Budget, preliminary estimates – estimate what you think your expenses will be.
C
Cantor, name and contact –Events/Ceremony
Ceremony- Events/Ceremony -add synagogue information
Confirm Guests to events-RSVP- Guests/Guest Events/Record RSVP Confirm guest to Events- record the events each guest will attend.
D
E
Email - Invitations/Guest Email List – use your personal email or Evite
Events, add events - Events/Add New Events
Events, add to event guest list- Guest Events/Assign
Events, RSVP-events guests will attend- Guests/Guest Events/RSVP Confirm
Excel template -Guests/Guest Family/Import- add addresses into the template for import. Do not change headings. The first three columns are required
Expenses – Budget
Export Addresses – Invitations/Basic or Advanced – export as an excel or csv file
F
Family, guest list by – all guests are added as “family” and will appear alphabetized on the Family Guest List in the way you enter their name. The Family List provides a family guest total.
G
Gifts – record gifts and thank you notes
Guests, add family name and number of people in that family – Guests/Guest Family/Add or Import
Guests, import through Microsoft Outlook, or use template provided - Guests/Guest Family/ Add or Import
Guests, individual name, phone, email, gender, age - Guests/Guest Family/ Add or Edit Guest Details
Guests, family location, guest type, invited by, save the date, accommodations, transportation, welcome gift- Guests/Guest Family/ Add or Edit Guest Details
Guest Events- side menu option after selecting Guests from the top menu
Assign Guests to Events- add guests to the events they will be invited to
Record RSVP – record events guests will attend
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