Booking

One connected record — proposal, contract, payments, ops

CM
All bookings

Maria & Devon Torres — Wedding

Sat, Sep 14, 2026All-InclusiveSecuredT-38 days
Lead
Opportunity
Won
Booking
Event
Closeout

Proposal v3 accepted Jul 2 · immutable snapshot preserved.

Event details

Setup
2:00pm
Event
5:00pm – 11:00pm
Teardown
11:00pm – 12:30am
Room
Main Hall
Coordinator
Sam O'Brien
Owner (sales)
Camila Mendez

Guest count

Estimated120Contracted110Final guaranteedue Sep 12

Recent activity

  1. Contract v2 executed · both parties signed
    Camila Mendez · Jul 3, 2026 · 4:12pm
  2. Deposit payment matched via Stripe · $3,675.00
    System · Jul 5, 2026 · 9:04am
  3. Sent welcome packet + vendor list to client
    Sam O'Brien · Jul 8, 2026 · 11:20am
  4. Coordinator assigned · Sam O'Brien
    Camila Mendez · Jul 10, 2026 · 2:33pm

Readiness

  • Contract signed
  • Deposit paid
  • Final guest count
    due Sep 12
  • BEO
    starts P2

Next action

Confirm final guest count
Owner: Sam O'Brien · due Sep 12

No auto-send — needs manager approval.

Money

Total
$12,250
Paid
$3,675
Balance
$8,575