Curate News Center

🎉 It’s Update Time, Curators! 🎉
Ready to see what’s new in Curate? Let’s dive in! 🚀

• 🚚 Introducing Rentals Multi Day Booking!
  This update brings multi-day booking capability to help you handle rental workflows and inventory management more effectively! If you're not using the popular Rentals add-on, click here to learn more!

• 🗃️ New Search box on Components View!
  You can now search within the Components View of an event! This dynamic search lets you quickly find specific components instead of scrolling through your entire list.

• 📰 Direct Link to edit a contact from the Contacts section
  We’ve added a direct link within the Contacts section that takes you straight to that contact’s information — making it easy to edit details on the fly.

• 🖋️ New section editing access in the Portal tab & Recipe View!
  You’ll now find a button on each section title bar (in both the Portal tab and Recipe View) that opens the same section editing slide-out used in Orders View.
  
  Here's an example of the portal view edit button:

Here's an example of the recipe tab edit button:

Clicking either of the two options will take you to standard section editing slide out menu.

🙋‍♀️ Questions? We’ve got you covered!

Click the chat bubble in Curate and select Messages to start a conversation with our team.

Happy Curating! 💐

🎉 It’s Update Time, Curators! 🎉
Ready to see what’s new in Curate? Let’s dive in! 🚀

• 📰Introducing Portal Name

You can now customize what appears in the browser tab for your customer portal view!

By default, the tab displays “Curate Portal”, but you can update it to reflect your business name or event details. To edit it, just head to the Event Overview slide-out menu and enter your desired name in the new Portal Name field.

Once saved, your chosen name will appear in the browser tab when viewing the portal.

Here’s a quick video walkthrough to show you how it works!

• ✉️ Inquiry Submission Emails Update
  Images uploaded through the image upload question type will now be displayed directly in the inquiry email—making it easier to review submissions at a glance!

• 📶 Purchase Order Layout Adjustment
  We’ve updated the Purchase Order layout so Delivery, Tax, and Total now appear in their own pricing section for clearer cost breakdowns.

• 🖨️ Event Prints Permissions Update
  Moving forward, only Administrators and Account Owners will be able to create or delete customer print types within Event Prints. This change helps ensure better control and consistency across your team’s print settings.

• 🌐 Media Library Search Adjustment
  When searching in the Media Library, exact matches will now appear at the top of your results, making it quicker to find precisely what you’re looking for. Other related results will still display after.

• 🌐 Order Template Enhancement: Visibility Settings
  You can now configure display settings directly within the Order Template! Any new Orders created from that template will automatically inherit your selected visibility and alignment preferences—saving you setup time and ensuring consistency across all orders.

• 🗃️ Events Report Update
  We’ve added “Balance Due” and “Total Paid” columns to the Events report, making it easier to track your event finances at a glance.

• 🗃️ PDF Download Update
  PDFs will now include a header showing the event name, date, and page numbers! This makes it easier to manage multiple PDFs, reduces errors, and removes the need to adjust printer settings manually.

🙋‍♀️ Questions? We’ve got you covered!

Click the chat bubble in Curate and select Messages to start a conversation with our team.

Happy Curating! 💐

🎉 It’s Update Time, Curators! 🎉
Ready to see what’s new in Curate? Let’s dive in! 🚀

• 🌐 Searchable Image Descriptions In The Media Library!
  Adding descriptions to images makes them easier to tag, search, and share! Here's a short video with more details!

• 🌐 Sticking with images, we've added a quick delete button for Mood Board & Cover images!

• 🌐 Drag & drop images from your device or Pinterest directly to the image boxes!
  We now offer up more options to easily upload images into image boxes. First you may drag and drop images from your device or Pinterest directly into the box. If you click anywhere inside the image box, the slide out menu will appear with all of the original module options. Finally if you click on Select, Curate will load the media library! Here's a video walkthrough of the updates.

• 🌐 Automation Activity Log Update
  We now added the ability for the system to document every time an automation from the automations page triggers to the event's activity log!

• 🌐 Email Template Preview Enhancement
  We made a small change to the email template creation and edit screen that will now display exactly what the outgoing message will look like.

• 🌐 We've added the event name & event date to the header of all Event Prints
  Event prints will now carry the event name and date at the top of every page. This small detail eliminates confusion when pages are separated, and gives your staff immediate context during prep and execution.

• 🌐 PDF's will now generate faster!
  We've made some behind the scenes adjustments so that when you click Download PDF, the system will generate a PDF copy of the event much faster!

🙋‍♀️ Questions? We’ve got you covered!

Click the chat bubble in Curate and select Messages to start a conversation with our team.

Happy Curating! 💐

🎉 It’s Update Time, Curators! 🎉
Ready to see what’s new in Curate? Let’s dive in! 🚀

• 🌐 UI Refresh
  We’ve cleaned up the top bar inside events and added a brand-new Preview button for quicker access!

• 📰 Shopping List Update

Your shopping list will now display the full component name on the page.

• 🖨️ Download PDF Adjustments
  Our optimized PDF process creates more compact files that use fewer pages when printed.

• #️⃣Inquiry Page Tags

Tags are now visible on the Inquiries page! You can also use filters to view specific inquiries more easily.

• 💻 Adding/Editing Components & Rentals

You can now create or edit components and rental items directly from the workroom. (See video for how it works!)

• 💲Tax Rates on Duplicated Events

When duplicating from a template or previous event, the selected tax profile now applies to all line items. (Video breakdown included!)

• 📶 New Rentals Tab

We've added a new rentals tab to make it easier to see a list of just the rental items per each event!

• 📰 New “Taxable Total” Column in the Events Report

The Events Report now includes a Taxable Total column—a popular customer request!

• 🤖 Removable Expiration Date Automation

We’ve added a new automation that can remove the expiration date from a proposal once an event reaches a specific stage. This can be performed within the Settings - Automations page.

🙋‍♀️ Questions? We’ve got you covered!

Click the chat bubble in Curate and select Messages to start a conversation with our team.

Happy Curating! 💐

🎉 It’s Update Time, Curators! 🎉
Ready to see what’s new in Curate? Let’s dive in! 🚀

• 💲 Gratuity is here!
  We have added the ability to display tipping options to your customer in the final payment screen of None, 15%, 20%, 25% and Custom. Click here to view how to get started!

• 🖼️ Introducing Global Templates - Have you ever wanted to see industry template examples for Emails, Payments, Contracts & Timelines? Here's a short tutorial on how to add templates to your Curate account!

🙋‍♀️ Questions? We’ve got you covered!

Click the chat bubble in Curate and select Messages to start a conversation with our team.

Happy Curating! 💐

🎉 It’s Update Time, Curators! 🎉
Ready to see what’s new in Curate? Let’s dive in! 🚀

Thanks to your feedback, we’ve rolled out some exciting new features and enhancements:

• 🖋️ Edit Line Items from the Portal Tab
  You can now edit a line item directly from the Portal tab! Here's a short video walkthrough:

• 🖼️ Single Image Module - You can now upload a single image as a module within your events! Let's check it out:

• 🖨️ Event Prints - We've added new selectable options under the Component Totals dropdown within Event Prints! Here's a screenshot of the new options:

• 📅 Images In Emails - We've added the ability to add images into emails that are sent from Curate. Here's a video on how this feature works:

• 📅 New Send Email Automation Feature – You can now create automations within Curate that will allow a action to send an email (from your email templates) out to your clients! Here's a short video of how that works:

• 📋 PDF Download Enhancement - When downloading a PDF without pricing, the file will now include quantities for each line item.

• 🔤 Contact Bulk Download – Export a CSV list of contacts from Settings → General → Export. You can also download other account data like Product, Component, and Rental catalogs.

• 📧 Proposal Link Expiration Update– We’ve added clearer details on when proposal links expire:

• Internally (Overview page): Hover over the new ? icon to see the exact expiration (11:59PM on the selected date).

• Client-facing: The expiration date now appears at the top of the shared proposal page.

🙋‍♀️ Questions? We’ve got you covered!

Click the chat bubble in Curate and select Messages to start a conversation with our team.

Happy Curating! 💐

🎉 Are you ready for more updates?! Let's dig in!🎉

🧾 Media Library Remembers Your Last Opened Folder

The Media Library will now reopen in the last folder or section you were viewing, so you can pick up right where you left off.

📋 Personalize Email Subject Lines with Tokens

This enhancement allows you to personalize subject lines with details like client names or event names - making emails easier to search, more recognizable, and tailored to each client! This can be done within your email templates as well as free hand emails send on the fly.

Supported Token options:

• Customer First Name
• Customer Last Name
• Event Name
• Event Date

To make this happen, we've updated the Email Subject box within the Share with Client box as well as the email template screen with the box seen below:

Here's an example of how the email subject line will be displayed:

🔤 View inquiry form notes directly within an event

We've added the ability to see Inquiry form notes within the event! Below is an example of where this note section lives within an inquiry.

• To view the notes from within an event, click into the Overview button
• Click the Inquiries button
• Scroll down to the Submission Details section to see the Notes: section

🖱️Updated email template layout to remove boxes

We've made an adjustment so that when an email template is being used it will no longer have a light blue box surrounding the email's body.

🖱️Google Calendar Sync Update

We've made a change to our calendar setup so that Events that don't have selected times or partial times will be flagged as an "All Day" Event within Google Calendar when synced from Curate.

🙋‍♀️ As always, you can send feature requests to us by checking out our Product board!

Happy Curating! 💐

🎉 Are you ready for more updates?! Let's dig in!🎉

• 🧾 Use Tokens in Portal Headers and Subtitles

All headers and subtitles now support tokens, making it easier than ever to automate your event creation. This means you can automatically include details like the event name and date—no more typing it out or copy-pasting every time!

• 📋 Faster PDF Access for Proposals

We have added a Download PDF button to the top right corner of each event tab!

• 🔤 Clickable Email Links in the People & Vendors Portal View

You may now click on the email address within the People & Vendors section and it will load your default email program to send the contact an email!

• 🖱️Improved Viability of the Expiration Date on the Client Portal

We've made a change to ensure the expiration date is predominantly displayed in the client portal.

Keep an eye out on this space as we will have more September Spotlight posts coming soon! If you would like to get these updates sent to your email, click here to signup for Curate University!

🙋‍♀️ As always, you can send feature requests to us by checking out our Product board!

Happy Curating! 💐

🎉 It’s Update Time, Curators! 🎉
Ready to see what’s new in Curate? Let’s dive in! 🚀

Thanks to your feedback, we’ve rolled out some powerful updates:

• 🧾 Merge an Inquiry into an Existing Event

You may now merge an unconverted inquiry into a pre-existing event! This can be done with a new inquiry as well as one that has been disconnected from a previous event. To do this, locate the inquiry and click the new Merge into existing event button that is displayed across the top:

A pop up will appear that will allow you to select the event you wish to merge with the inquiry.

• 📋 Easily Disconnect Inquiries from Events in the Inquiry Overview

We have added the ability to disconnect an event from an inquiry. To do this, navigate to the Inquiries page. Next locate and click into the inquiry. Across the top of the page you will now have access to a new button called Disconnect inquiry. Click this button.

A pop up box will appear asking you to confirm the action. Click the Disconnect button.

The inquiry will be disconnected from the event and you will now have the ability to convert the inquiry into a new event or merge it into an existing event!

• 🔤 View Cost Breakdowns by Component Category on Shopping Lists

We have added a category breakdown at the bottom of each shopping list that will mention the total cost based on component category as well as the overall total!

• 🖱️Delete Folders in the Media Library

You may now delete folders within the media library! This can be done by clicking into the box on the top left and then clicking Delete Selected across the bottom of the Media Library box. This can also be done to delete more than one folder at a time if needed!

• 💰Restrict Payments until Contract is Signed

When enabled, clients will not be able to make payments until all required signatures on this contract are received. Toi activate this feature, navigate to the Settings - Payments page and click into your payment integration. Check off the box and click save as seen below:

• 🌐Clickable Event Links on Event Prints

You may now click on the event's name from within the Event Prints page to access the event in question. This will also allow you to right click on the name and open the event in a new tab or window as well!

Keep an eye out on this space as we will have more September Spotlight posts coming soon! If you would like to get these updates sent to your email, click here to signup for Curate University!

🙋‍♀️ As always, you can send feature requests to us by checking out our Product board!

Happy Curating! 💐

🎉 It’s Update Time, Curators! 🎉
Ready to see what’s new in Curate? Let’s dive in! 🚀

Thanks to your feedback, we’ve rolled out some powerful updates:

• 🧾 ACH Payments – Internal transaction history now displays the current status. This will allow you to see if/when an ACH payment is flagged as pending.

• 🎥 Media Library - We've added new bulk selection & deletion actions for photos within the media library!

• 🛠️ Components - We've added an undo deletion button when you go to remove a component. This will allow you to quickly recover the component if the trash can icon was clicked by accident.

• 📅 Google Calendar Sync - We've added the ability to automatically sync projects to your Google Calendar! This is based on how you have your stage settings setup. Here's a video of how this works.

• 📅 Curate Calendar – Clicking a project name now takes you directly to its portal page.

• 📋 Purchase Orders – Purchase Quantity and “Units per Purchase Unit” now appear in the share/preview email template.

• 🔤 Payment Templates – Choose your payment template right from the event creation process.

• 📧 Receipts – Customer email now auto-loads when sending a receipt from the Transaction history of an event!

• 💳 Payments Report – Using Stripe or New Curate Payments? The payment ID now displays in your Payments Completed report!

🙋‍♀️ Have questions? We’re here for you!
Click the chat bubble in the system and select Messages to start a conversation.

Happy Curating! 💐