Loading the sales desk

Reading the bookings…

Good morning, Vishal

New enquiries

To do

This week

Owed to us
—
advances + balances outstanding
Received this month
—
logged by accounts
Open enquiries
—
not yet confirmed
Events coming up
—
confirmed, on the calendar

How we're doing

what the desk makes visible

Pipeline by stage

all live enquiries
Ask in your own words

Assistant

Conversation

changes a function’s head count, venue, date or name

What would change

Confirmed, quoting and tentative

Calendar

confirmed · quoting · tentative

MoTuWeThFrSaSu
Everyone who has enquired

Clients

Clients

click a client to see every enquiry they have made
ClientTypeEnquiriesLast eventFuture booking
Management only

Administration

Venues

Daily charges. Charged once per day, however many venues are used: cleaning on any day with a function in a venue, the décor royalty on any day with a function ticked Decorations.
The room types this property sells. The three below are the GM’s own, read off his room bookings. Another property replaces them outright.

Every room price on a quote comes from this table. Extra pax is worked out from Capacity: guests beyond rooms × capacity are charged at the extra-pax rate.

Everything a quote charges that is not a venue, a room or a menu — the liquor licence and bar counter, the Extras tab’s list, corkage and the hall-surcharge rounding step. Sports and their equipment have their own tab. Where it is used decides which screen a row appears on. An empty price reads “not set” on the quote, never ₹0.
Which activities raise a notification on the booking’s Overview by themselves. Every typed message is a notification already; these are the ones the system adds when something happens — a payment, a quote, a stage. Switch each on or off, say who it is for and how urgent it is. A raised notification never carries an amount.
The decision tree — each stage’s Next steps. For every stage: its own notification (too long in the stage, at a priority — management can silence it for one booking), and each row — the button’s words, what the tile says after the press, where it goes (a stage, the same stage, Reject / Cancel, or a tab) and the timer that then runs. When the timer runs out without a next press, its to-do goes to that department at that priority. A quote or a payment logged on Billing is a row too. Every press asks first and is logged on the booking’s Activity; Undo last step on the Stages list reverses it.
Watchers — not tied to a button. Each rule is on or off, is for one or more departments or for everyone, and has the numbers it works from — days at a stage, hours to reply, the share of the quote that counts as paid. The starting numbers are estimates: change them here and the list follows. A rule’s weight multiplies its place in the order (1 is normal, 2 is twice as pressing).
How the list is ordered and shown. Each to-do scores its points — days overdue plus how soon the event is — lifted a little for a bigger quote and multiplied by its rule’s weight; the highest comes first. A rule weighted at or above the “Important” setting can turn red and cannot be put off with Later. The Later choices, how many items show before “Show all”, and the Dashboard’s look-ahead are here too. Saved with the rules above.
Why a booking was cancelled — the reasons the cancel box offers. A picked reason can be counted later; a typed one cannot. “Other” still lets the person type. The list is a proposal from how venues track lost business; edit it to Firefox’s own words.
How a payment is made — the modes Billing offers. Every mode counts towards what has been received.
The rulebook — payments and tax. Each rule in plain words, with the settings it reads as they stand today and the places in the app that ask it. The numbers are edited in the table below; what a rule does is changed by talking it through with Claude.
The settings. One row per value. A row for an event type overrides the “Everything else” row for bookings of that type; the “Everything else” row always stays. A value outside its range is refused.
Event types. The kinds of event the enquiry form offers, and what a setting can apply to.
What each department checks before and during an event. Every confirmed booking’s Pre-event and Event tabs are built from these rows: an item is ticked once for the booking, or once for every event day, function or meal, and only when it applies. “Days before” sets when a pre-event item is due — the starting numbers are estimates. “Client signs” asks the client to sign on the screen. “From” says whose item it is.
Every vendor the resort has worked with, across all bookings. A vendor is added here, or from a booking’s Event preparation tab when it is first used. Bookings counts the events it was on, Last event is the latest, and Reliability tallies how it was rated on each booking.
The kinds of vendor. Decorators, outside caterers, car services, ironing services — the list a vendor is filed under.
The services this system runs on, what each one costs and where its ceiling is. Measured figures are collected every six hours (Apps Script, Slack, the API key) and the Google Cloud cost arrives from the budget itself about every forty minutes. A row with no figure has nothing that can be measured — the ceiling is still worth knowing. Amber at the warning threshold, red at the limit.

Sports

Meals offered

Ask for a change to the structure A new dish category or menu composition, or a change to how food is priced — these are not edited here. Describe it and it goes into the queue with your name on it.
Nothing changes until somebody confirms what it means.

Menu compositions

Every enquiry, every stage

Enquiries

ClientEventDateVenueGuestsQuotedReceivedStageOwner

Still to fill

    Event days

    MoTuWeThFrSaSu

    Overview

    Stages

      Cancellation & rejection

      Client

      What they said when asked — the rules for asking are the lawyer's (DPDP)
      Needed for an ITC-eligible invoice — CA

      Functions

      Arrival

      Food

      Menu summary — the client’s menu, day by day, in the quote’s format

      Rooms

      Sports

      Sport is charged separately per the sports price list; lines appear on the quote once a rate is set.

      Extras

      Event preparation

      Event

      Settled

      Activity

        New enquiry · event name, client name and phone are enough to create

        New enquiry

        Event

        what, and when if they know
        MoTuWeThFrSaSu
        No dates selected

        Client

        the same boxes as the booking's Client tab

        Note

        what was said — the booking's first note