From enquiry to booking

This is the path from a client's first request to a paid booking.

The journey

1. Enquiry. A client sends your booking form, or you add one with New booking (Add booking on the Bookings page). It appears under Enquiries (called Proposals outside the United Kingdom) as Enquiry received.
2. Proposal. Open it and use Create proposal. Click Save proposal draft, then Send proposal email. Set the price, travel, coupon, Deposit type and Payment arrangement first. The stage becomes Proposal sent. Overview shows this stage as Confirmed.
3. Accept. The client opens their link and clicks Accept proposal. They choose Standard payment, or Pay in 3 or Pay in 6 if you enabled them in Settings → Pricing. The record moves to Bookings as Deposit, and the date is held for 3 days. If nothing is paid by then, the booking is cancelled automatically.
4. Agreement. The client types their full legal name and clicks Sign booking agreement. This creates the invoice and the payment schedule.
5. Payment. The client pays by card if you connected Stripe, or you record it yourself. The first payment secures the date and creates the event in Events. When every instalment is paid, the stage becomes Paid.
6. Completed. After the event, open the booking and click Mark completed.

Record a payment yourself

1. Open the booking and click Record payment.
2. Choose what it is for: an instalment, Everything that is left, or Another amount.
3. Set Date received and an optional Note.
4. Switch on the receipt email if you want the client to get one.
5. Click Save payment.

What the client sees

Each booking has a private page with no sign-in. Tabs: Overview, Payments, Documents, Event details, Design, Messages, Gallery and Tasks. Click Copy portal link on the booking to share it.