Industry package
Every held date, with its real booking state
A venue sells dates, and the expensive mistake is not knowing which holds are real. This package puts the booking stage, its documents and its payment state on one record, so a tentative hold never reads like a confirmed one.
Ceremony enquiries and bookings for wedding halls and gardens - the couple, venue visits, contracts, ceremony dates, payment follow-up and team performance - as an installable case workflow.
What gets in the way
Tentative holds behave like confirmed bookings
A date held for a couple who never paid a deposit blocks the calendar, and without a booking state nobody knows which holds are real.
Event details change constantly
Guest count, menu, timings and add-ons are revised repeatedly, and the version the kitchen has is often not the version the couple agreed.
Payments arrive in stages and are hard to track
Deposits, interim payments and final balances each fall due at different points, and a missed one is discovered close to the event.
How the package handles it
- The booking pipeline separates enquiry, visit, confirmation and payment, so a tentative hold is never mistaken for a confirmed date.
- Event details are structured fields on the booking, so the agreed guest count and package are read from the record, not from a chat thread.
- An event case holds contracts and payment documents with their approval states, so an outstanding balance is visible well before the day.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
Booking Pipeline
Cases and documents
Operational case types and the document types tracked against them, each with its own approval state.
- Ceremony Booking
- Ceremony contract
- Identity document
- Payment receipt
- Ceremony plan
- Venue photo
- Related file
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace runs a wedding venue: reception halls and gardens booked for weddings, engagements, marriage ceremonies and birthdays. Operational cases are ceremony booking files; the primary contact is the customer, and the bride and groom are recorded on the booking.
Start with Wedding Venue Management configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.