A consistent booking lifecycle keeps the calendar, automations, reports, customer portal, and operations team aligned.

1. Review the inquiry

1. Open the new record from Bookings.
2. Verify the name, email, phone, event date, time, address, package, and notes.
3. Check the calendar before promising availability.
4. Assign an owner or record the next follow-up action.

2. Prepare and send the quote

1. Select the correct package and add-ons so duration and pricing remain consistent.
2. Document approved custom pricing, travel charges, discounts, or special requirements.
3. Set the status to your quoted or awaiting-approval stage.
4. Send the quote, invoice, contract, or payment request required by your process.

3. Confirm the event

1. Confirm the customer accepted the scope and date.
2. Verify any required deposit or signature has been received.
3. Change the booking to the status your system uses to reserve availability.
4. Assign employees and equipment, then verify the event appears on the calendar.

4. Fulfill and close the job

1. Review the final schedule, route, access instructions, and customer contact method.
2. After service, record approved notes, job media, mileage, and payment activity.
3. Set the booking to Completed only after the operational record is accurate.
4. Confirm the balance, invoice, contract, and reports agree.

Cancellation procedure

1. Record the cancellation date and a concise internal reason.
2. Apply your written cancellation and refund policy.
3. Release staff, equipment, route, and calendar capacity.
4. Stop or adjust scheduled reminders so the customer does not receive event-day messages.