Step 1
Review the export
We inspect the available Perfect Venue export and map must-keep records, spaces, packages, forms, and integrations.
Switching from Perfect Venue
Move from Perfect Venue with the scope confirmed first.
We review the export, map supported data, configure the workflow, and validate active records before you choose a cutover date.
Personalized migration · Parallel setup · Monthly billing available
Coming from Tripleseat instead? See the Tripleseat switch guide →
Your migration plan
Four clear steps from export review to launch.
Record volume, export quality, and workflow complexity determine timing. We confirm the scope before the team changes systems.
Step 2
Confirm the data map
We confirm which fields can be imported, which need cleanup, and which workflow elements must be configured in Reunion.
Step 3
Configure the workflow
Set up spaces, menus, branded proposal templates, lead-form fields, and integrations around the target Reunion workflow.
Step 4
Validate and launch
Review record counts and active events, train the team, and coordinate the inquiry-form switch when you are ready.
What we move for you
Your Perfect Venue history comes with you.
The team isn't rebuilding from scratch. Active records, relationships, and history get imported through Reunion's guided migration plan.
- Supported events and contacts from the reviewed export
- Available dates, guest counts, notes, and account relationships
- Spaces and packages configured for the Reunion workflow
- Proposal templates rebuilt from approved source materials
- Payment status or totals only when present in usable export fields
- Branding and lead-form fields configured during onboarding
What you gain on day one
Same workflow, with AI doing the busywork.
AI proposal generation
Smart BEO rules and AI-generated proposals based on event type, guest count, and venue history.
Context-aware AI follow-ups
Reunion writes follow-ups using your real event details and tone — not a generic template.
Built-in SMS + unified inbox
Email and text in one thread per client, not two tools bolted together.
Switching, without the switching risk
No forced cutover. No annual lock-in.
Your existing Perfect Venue account
You decide how long to keep it available during validation, subject to your Perfect Venue agreement and account settings.
A coordinated inquiry cutover
Keep the existing form live during setup, then coordinate the switch after records and workflows have been validated.
Month-to-month, not a year
Platform plans can be billed month to month, so you can evaluate the new workflow without a required annual Reunion contract.
Migration FAQ
Common questions
How long does the actual migration take?
Timing depends on record volume, export quality, and workflow complexity. We review the available Perfect Venue export, confirm supported fields, and scope the data work and configuration before your team changes systems.
What gets moved over from Perfect Venue?
The exact scope is confirmed after we inspect the export. Supported event and contact fields can be mapped where the data is usable; spaces, packages, proposal templates, branding, lead-form fields, and integrations may need to be configured or rebuilt during onboarding.
Will there be downtime or lost inquiries while we switch?
You can keep Perfect Venue and the existing inquiry form live during setup. After the migrated records and Reunion workflow are validated, we coordinate the form cutover with your team. No migration can guarantee that an external form or vendor will never fail, so we verify the new path before launch.
Are we locked into a contract after we migrate?
Reunion Platform plans can be billed month to month and cancelled without a required annual Reunion contract. Discounted annual billing is optional.
What does Reunion add that we don't have in Perfect Venue?
Reunion offers AI-assisted proposal generation, configurable context-aware follow-ups, built-in SMS on Pro, a unified inbox, voice dictation for BEOs, and optional managed website, SEO, Google Ads, and Meta Ads services. Confirm current Perfect Venue capabilities directly with the vendor when comparing plans.
Will my team need to be retrained?
We train the team on the day-to-day flow for leads, proposals, signatures, payments, and client communication. Session length depends on each role and the workflows being configured.
How does the cost compare once we've moved?
Reunion Essential starts at $99/month and Pro is $199/month, with a one-time $199 onboarding fee. SMS and standard integrations are Pro features. Ask Perfect Venue for a current quote and compare plan, onboarding, payment, and contract terms directly.
Can we keep our current Perfect Venue data accessible?
Your access to Perfect Venue is controlled by your Perfect Venue agreement and account settings. Many teams choose to keep the source system available while they validate Reunion, but you should confirm access and cancellation terms directly with Perfect Venue.
Want the full feature-by-feature breakdown? See Reunion vs Perfect Venue →
Plan the move
Bring your Perfect Venue workflow. We'll confirm the migration scope before you switch.
A short migration call to review the available export, active events, must-keep workflows, and the right cutover sequence.
15 minutes
Real event flow
Operator-led
Prefer to explore first? See pricing