Master control
One master table: client, event date, days left, status, pending balance.
Weekend events
Today's tasks
Dashboard
This month at a glance: events, quotes, balances, security deposits, and today's schedule.
Needs attention
Today's schedule
Events & Quotes
Build the proposal here: event type, base package, extras, guest guarantee — and the budget is generated. No immediate sale: the quote goes to the event file.
Event
Deposit to confirm
Add from catalog
Event Files
The command center of each event: approved quote, contract, payments, tasks and logistics (BEO). The status tells you what comes next.
Vendor Logistics (BEO)
Operating documents for staff and outside vendors (DJ, mariachi, caterer). They show arrival times, setup and menu — no prices.
Payments (Billing)
Deposits, split payments, final settlements and the security deposit — held and returned after the event.
Event Calendar & Appointments
Soft holds show in yellow (48 hours), confirmed dates in green.
Upcoming appointments
Catalog & Packages
Everything is assigned by date and released after the event — nothing is discounted like store merchandise. Catering prices multiply by the guest guarantee. If a rental exceeds what the hall owns, the system warns about overbooking.
Packages
or upload from your phone:
Clients & Prospects (CRM)
One single client list. Every screen reads from here — the Quote Builder, the Event Files, Billing and the Calendar all use this same list.
New records from the landing page
In the real version, landing page records land here automatically for the seller to follow up.
Staff & Schedules
Who worked each event, and how many hours — to pay setup, cleaning and waiters by event.
This week's shifts
Tasks
Templates
Automations
When this happens, this is sent — automatically.
Reports
Settings & Roles
Only administrators see this. Two levels: Administrator (edits everything) and Seller (read only).