Event Booking is one record per party, worked from the first call to the paid invoice. The stat strip up top reads what is open, stale, booked soon, and the deposits you are owed. Log a lead in the New Booking form, or open any row to work it. Worksheet prints a blank inquiry pad to keep by the phone.

1. Log the lead and move it through the stages

Open Events → Event Booking. A booking moves Lead → Quote Sent → Booked → Completed. Open one and the page follows its stage: the header carries the stage, the progress rail carries the lifecycle, the tiles carry the numbers for that stage, and one big button moves it forward. Tap any reached step on the rail to jump back and edit, then return to where you left off. Mark Lost any time before it completes; it stays in the pipeline and you can reopen it.

2. Quote it and send it

On a Lead, tap a Rate Card package to prefill the price, or open the Catering Calculator to price per head against a target food cost right on the booking. Set the per head and guest count, an F&B minimum if you hold one, and your service charge and tax; Bar Cop builds the quote underneath to the quoted total. Capture the customer email, then Send Quote opens a ready-to-send email with the full breakdown and marks the booking Quote Sent. Quote PDF prints a clean copy to hand over.

3. Take the deposit and balance

Once a booking is Booked, log the deposit you took and mark it paid. The balance is the quoted total minus the deposit; mark it paid when the money lands. Deposits still owed roll up on the pipeline and the dashboard, and booked balances feed your Cash Forecast as money coming in.

4. Paper it, staff it, and run it

Agreement builds an event agreement from the booking, the details, the money, your terms, and signature lines, from a template you edit once to your own policy. Schedule Staff for this Event jumps to Build Schedule on the event date; open each person working it and check "Working [event name]" so only their hours land on the Event P&L. Run Sheet is what the kitchen and floor work off: the timeline, food and bar, allergies, room setup, AV, the guaranteed headcount, and who runs point.

The event agreement is a worksheet, not a contract. Have your attorney review your terms before you rely on them.

5. Close it out with a P&L

On a Completed booking, enter the actual revenue, the event's bill, and the food, bar, and other cost. Labor pulls automatically from the staff you checked for the event in Build Schedule, using their logged hours on the event date. The margin is the event's bottom line.