Manage Bookings | BoothBook

BoothBook freed up my time, so rather than working as a secretary, I could get back to being a Director and focussing on revenue. As well as that, having everything – CMS, CRM, Accounting, Resources, HR, Project Management – built into one system, it has helped ensure accountability and clear communication across the business.

BoothBook Review Magniv
Magniv

Increase Efficiency & Productivity

Once customers have booked your services, you'll need some slick and time-saving ways to manage their bookings and events. Your upcoming bookings list shows all essential information and allows you to sync iCal and google calendars, add artwork, assign staff and vehicles as well as plot the route to your venue.

Meanwhile all the information that your customer needs is handled through their client portal; booking details, payment options, insurance files, template chooser, their contract and invoice. No need to send payment reminders, simply schedule email or sms notifications if customers haven't paid by a certain date. And if you do need to intervene at any point, as an admin, you can add manual payments, override the total booking price, add and edit all bookings' information.

All of this helps you maintain your bookings efficiently and professionally.

Customer Questionnaires

Customer Questionnaires

Gather additional information about their event to ensure it runs as smoothly as possible

DJ Song Choices

DJ Song Choices

Request preferred song choices and any additional questions during the set

Schedule Tasks

Schedule Tasks

Automatically create checklists based on what your clients have booked

Manage Tasks

Manage Tasks

Use you overview page to manage tasks and increase productivity

Set Due Dates

Set Due Dates

Know at a glance, when tasks need to be done

SMTP Email Sending

SMTP Email Sending

Improve deliverability by sending emails directly from your own mail server.

Prioritise Tasks

Prioritise Tasks

Let staff know how important each task is

 

Assign Users Tasks

Assign Users Tasks

Assign admins, event attendants or specific users to jobs that need to be carried out for events

Tasks Permissions

Tasks Permissions

Optionally only let attendants access their own tasks

One-off Reminders

One-off Reminders

Add one-off tasks for bookings, reminders or memos, as well as notes about company errands

Bookings Calendar

Bookings Calendar

Check your unit availability and bookings via your asset calendar

Sync Calendars

Sync iCal and Google Calendars

Manage your bookings on the go by syncing them to your phone or tablet apps

Upload Artwork

Upload Artwork

Customers have the freedom to upload their custom artwork and edit at any point

E-Contracts

E-Contracts

Customers can view their custom contract at any point via their client portal

Staff Alerts

Staff Alerts

Send staff SMS or emails with event information

Availability Calendar

Availability Calendar

Staff can set their availability to help with your event planning

Reminders

Payment Reminders

Give your customers a polite little nudge when payment is due on their bookings, whilst using variables

Up-sell Extras

Up-selling Extras

Encourage customers to add on extras at a discounted price

Booking Confirmation

Branded Booking Confirmation

Ensure all forms look professional with your business branding

SMS Alerts

SMS Alerts

Never miss a beat with customers receiving alerts whilst on the move

PDF Invoices

Generate PDF Invoices

Keep records of all invoices for accounting and reference purposes

Invoice Branding

Invoice Branding

Stay consistent with sleek, branded invoices

Invoice Due Dates

Invoice Due Dates

Get paid on time by setting due dates on your invoices

Transaction History

Transaction History

View all booking payments via the client portal

Update Booking

Update Bookings

Make amends to upcoming bookings where necessary

Postponed Booking Feature

Postpone Booking Status

Postpone or Reschedule a booking in the case the event date needs to change, without affecting any assets or data within a booking.

Add Bookings

Add Bookings

Manually add bookings to your system as an admin

Override Payments

Override Payments

Adjust remaining balances, package prices and more to a specific booking

Route Planner

Route Planner

Plan the most efficient route to your event based on the post code/zip code

Bookings List

Bookings List

An overview of any outstanding tasks, payments or assigned staff needed for that booking

Activity History

Activity History

Keep in the loop with conversations and all activity via the client portal

Assign Vehicles

Assign Vehicles

Avoid a logistical nightmare by assigning vehicles to staff before the event date