Panso Help Center
Step-by-step guides, answers, and walkthroughs for running your events, contracts, CRM and marketing in Panso.
49 articles across 12 categories.
Capture inquiries, work the pipeline, and turn leads into booked events.
Build contracts, add line items, apply taxes, fees, discounts and deposits.
Generate BEOs, contracts and invoices, then share and collect signatures.
Assign tasks, email guests, upload files and follow the activity trail.
Sign in, find your way around, and understand how Panso is organized.
Log in to your Panso account with your email and one-time code.
Understand the left rail modules, the dashboard launcher and the location switcher.
A quick map of every module and how they connect through the CRM.
Capture inquiries, work the pipeline, and turn leads into booked events.
Add a new private-event inquiry manually from the Leads list.
Where inbound event inquiries come from and how to share or embed the form.
Move leads through Lead, High Value and Lost on the drag-and-drop board.
Turn a qualified inquiry into a booked event with one click.
Keep your pipeline tidy by closing out leads that won’t book.
Create and manage private events, spaces, calendars and statuses.
Add a new private event directly, or convert it from a qualified lead.
Update dates, times, guest count, space and other event info.
Put the right staff on an event so tasks and alerts route correctly.
See events on a calendar, filter them, and block dates you can’t take bookings.
What Pending, Contracted, Booked, Finalized and the rest mean.
Build contracts, add line items, apply taxes, fees, discounts and deposits.
Build a contract with line items, fees and a deposit from the event’s Contract tab.
Populate a contract from your item catalogs or with manual rows.
Enable tax/fee rates in Billing Settings, then apply or adjust them on any contract.
Take a percentage or fixed amount off a contract subtotal.
Create a deposit link as a percentage or fixed amount with a due date.
Understand the minimum-spend warnings and how they protect your revenue.
Generate BEOs, contracts and invoices, then share and collect signatures.
Every contract produces five formatted, branded documents from one dataset.
Generate a public portal link to any document with one click.
Email the contract and collect the guest’s e-signature and card authorization.
Track saved versions of each document and re-share the latest.
Collect deposits, create invoices, and track balances.
Charge a card or record a deposit against a contract.
Generate an invoice for a contract to send or collect against.
See what’s been paid, what’s due, and where it shows up.
Where a guest’s authorized card is stored for a contract.
Assign tasks, email guests, upload files and follow the activity trail.
Attach to-dos to a specific event and search them.
Send and track email correspondence with the guest, right on the event.
Attach images, PDFs and documents to an event record.
See a full audit trail of every change on an event.
Profiles, companies and subscribers that unify every module.
Segment your audience, design emails and send campaigns.
Create static or dynamic groups of customers with a rule builder.
Design a branded email in the visual editor or start from a gallery template.
Walk the 6-step campaign wizard from audience to send.
Track opens, clicks, bounces and unsubscribes for your sends.
Manage table reservations, slots and the reservation calendar.
Taxes & fees, team, spaces, templates, forms and account setup.
Manage the master list of tax and fee rates that apply to contracts.
Add staff, set their role group, and control permissions.
Define your rooms and how combined spaces map to their sub-rooms.
Manage the reusable text blocks (terms, BEO notes) used in documents.
Configure the public contact form and get its link, embed code and QR.
Choose which payment types you accept and connect OpenTable / calendar sync.
Run financial, sales and pace reports and read your dashboards.