How Do I Send a Proposal to My Guest?
The term "Proposal" in Gather refers to the combination of Menus, Event Notes, and Policies -- every piece of information that needs to be approved by your guest prior to their event! Follow the steps below to send a proposal:
1. Click the green 'Request Approval' button on the right side of the page within the booking.
2. From here, a message box will appear including a templated greeting, custom link to the guest's Event Portal and the Primary Contact's email address populated in the 'To' field. Customize this message as desired (more details below) and send!
If you prefer to use your own custom text in the body of the message, you may either overwrite the automatically generated message or you can click on the template icon next to the paper clip to choose from a list of message templates created in settings. When choosing your proposal template, make sure that it contains the 'Proposal Link' variable. This variable will automatically update with the correct Event Portal link for the booking you are working within.
Customizing Your Message:
You also have the option to insert attachments into your message. By clicking the paperclip icon at the bottom of the message box, you can select a file that's already stored within your Gather 'Saved Files' or you can upload a document directly from your computer.
Keep in mind that you can add as many additional email addresses as you'd like here using the CC or BCC field.