Management software for hospitality, spas and clinics
Keep proposal versions
Venue proposals and deposits
From first inquiry to confirmed booking
Manage proposals, versions, approval, deposit, balance and event terms.
The demo maps configuration, permissions and integrations to the way your business operates.
What changes in the work
Keep proposal versions
See what was approved
Track the deposit
Connect terms to the booking
The challenge
Several proposals and changes may occur before closing. The venue needs to know which version was approved and what is required to reserve the date.
The product in action
Keep the booking, approval and operational handoff together
See who booked, what was approved and what the operating team needs next. Event packages and payment milestones are confirmed during the fit review.
See what was approved
Track the deposit
Connect terms to the booking
A code-built interactive illustration with sample data only. It is not a customer screenshot.
Event calendarToday, August 5
Booking #28417Deposit paid
CustomerMain Loft
ServiceCompany event
Assignment85 guests
- Received
- Approved
- In progress
Production tasks3 / 4
- Tasks sent to the production teamDone
- Automatic confirmation sentDone
- Resource reserved in calendarDone
- Team check before arrivalToday
Sample data onlyNot a customer screenshot
One connected workflow
From the first request to management visibility
Receive inquiry
Build proposal
Update and approve
Deposit and reserve
Collect balance
Before implementation
Map the real operation before configuring the platform.
This exposes rules, exceptions and connections that need review before a transition can be planned safely.
- 01Event duration and setup or turnaround time
- 02Packages, add-ons and permitted booking changes
- 03Deposit, payment milestones and remaining balance
- 04Operational handoff and preparation tasks
Questions worth checking
Before choosing a platform
Can several versions be kept?
The fit review maps the sales stages, packages, payments and operational handoff. Final configuration is approved against the venue’s real workflow.
How does the customer approve?
The fit review maps the sales stages, packages, payments and operational handoff. Final configuration is approved against the venue’s real workflow.
When is the date considered reserved?
The fit review maps the sales stages, packages, payments and operational handoff. Final configuration is approved against the venue’s real workflow.
How is the remaining balance shown?
The fit review maps the sales stages, packages, payments and operational handoff. Final configuration is approved against the venue’s real workflow.
Venue proposals and deposits