Managing Your Event Paperwork: Host & Attendee Responsibilities

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Discussion Overview

This thread discusses the management of event paperwork among Pampered Chef consultants, focusing on what documentation is retained by the host and what is kept by the consultant. Participants share their personal practices regarding the distribution of order forms, receipts, and summaries.

Discussion Character

  • Anecdotal
  • Opinion-based

Main Points Raised

  • One participant mentions that the host keeps the top copy of the order form and a thank you letter, while they retain the second copy and a Show Summary Report.
  • Another participant, identifying as a consultant, shares that they do not leave any paperwork with the host and instead provide receipts via email after the show.
  • Several users note that they prefer to keep the top copy of receipts due to concerns about credit card information being discarded by the host.
  • One participant describes a situation where they began leaving a copy of the receipts with the host after experiencing issues with shipping times.
  • Another participant mentions that they fill out a host show summary to keep track of sales and bookings, while also mailing outside orders to the host.
  • One participant states they take all receipts home and provide a summary of the host's sales and benefits.

Areas of Agreement / Disagreement

Views differ among participants regarding whether to leave paperwork with the host, particularly the top copy of receipts. There is no clear consensus on a single approach to managing event paperwork.

Contextual Notes

Participants share their individual experiences and practices, reflecting a variety of methods for handling event documentation within the context of Pampered Chef shows.

Who May Find This Useful

This discussion may be of interest to Pampered Chef consultants looking for insights into different practices for managing event paperwork and host responsibilities.

jrb0328
Messages
166
What does the hostess get to keep (in paperwork) and what do I keep?
 
Host:
Top copy of the order form (or PP receipt if you print them)
Thank you letter from PP
Host Summary form (top copy) - you can order these on supply - they're great for showing the host where she is at the end of the show and how much she needs to get to the next level.

Me:
2nd copy of the order form (yellow)
Show Summary Report (I print this for all shows "just in case")

I like to print the receipts on PP paper because they look nicer, show the guarantee for the products, and it's easier for the host to dole out the products using them. I always make sure I tell hosts to put a receipt in the bag with the products, not the order summary sheets she gets in the box.
 
Hey ladies ~

I'm new too. My director doesn't leave anything with the host, so this is what I've been doing too. I enter the orders on P3 on my laptop at the show and give the guest their hard copy and I take the rest home with me.

Cathy.....should I be doing what you said in your reply?
 
I don't leave anything with the host either. I add up her benefits and note it on her Show Planner before leaving. I send her receipts for herself and any outside orders and then she sorts via the sorting slips in her shipment. I haven't had any problems doing it this way.
 
I had some issues with the product being shipped faster than I could get receipts to the host (for instance, had a catalog show that I closed Tuesday evening - and it was delivered Wed. afternoon!:eek: ) , so I started leaving a copy of the receipts with the host. Since everything is actually done electronically, I only stamp the top copy of the receipt, and then that goes home with the guest, the next copy goes to the host, and I take home the bottom copy.
Saves me money and postage this way too - and it's one less thing I have to do!
 
I don't leave the top copy with the host either. Just let her know where she is as far as sales go. Then I update her with each e-mail I receive from her with an order after the show. I decided not to leave the top copy b/c of the credit card info. Most people pay with a credit card and I'm very careful with it. I can see a host finishing up her show and then throwing the top copies away, not even realizing the CC info is on them. That could be an identity thiefs field day :)
 
iteachurkid said:
I don't leave the top copy with the host either. Just let her know where she is as far as sales go. Then I update her with each e-mail I receive from her with an order after the show. I decided not to leave the top copy b/c of the credit card info. Most people pay with a credit card and I'm very careful with it. I can see a host finishing up her show and then throwing the top copies away, not even realizing the CC info is on them. That could be an identity thiefs field day :)


That's why the bottom w/ the CC info is perforated. I always tear that part off the receipt I leave with the host. Plus, the one you leave with the host is supposed to go in each guests bag when it's packed.;)
 
I take all the receipts home with me. Fill out the host show summary as to what her show sales are, who still needs to pay for their order and who is booking. This also tells them how much the next level of sales will get for them in free.

I print out the outside orders on PP3 and mail them with a thank you note to the hostess.

Kelly V. :)
 
I keep the top copy (so I'm sure I can read/see their information), give the customer the bottom copy and the host gets the one in the middle.
 

Frequently Asked Questions

What paperwork do I need to manage for my Pampered Chef event?

For your Pampered Chef event, you will need to manage the host's order forms, attendee guest lists, and any promotional materials. Additionally, ensure you have a copy of the host's agreement and any relevant product information to share with attendees.

What are the host's responsibilities regarding event paperwork?

The host is responsible for collecting orders from attendees, ensuring all forms are filled out correctly, and submitting the final order to the consultant. They should also keep track of guest attendance and any special requests made during the event.

How should attendees handle their order forms during the event?

Attendees should fill out their order forms clearly and completely, including their contact information and selected products. They should also ensure that their payment method is indicated and that they submit their forms to the host or consultant promptly after the event.

What happens if there are discrepancies in the paperwork after the event?

If discrepancies arise, the host should promptly communicate with the consultant to resolve any issues. It's important to have all paperwork organized and accessible to address any questions or concerns regarding orders or payments.

How can I ensure that all paperwork is managed efficiently during the event?

To manage paperwork efficiently, create a checklist for all necessary documents and materials before the event. Designate a specific area for collecting orders and ensure that both the host and attendees are aware of the process for submitting their forms. Regularly check in with attendees to remind them to complete their orders.

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