Move the slider for each area. Pick at least 3 areas above "Not needed". Add a note if there's something specific you want to see.
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Not needed
Capture leads from your website, reply from one inbox and follow up on time.
Not neededCuriousUsefulImportantMust have
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Not needed
Quotes and proposals with packages and options the client can choose from.
Not neededCuriousUsefulImportantMust have
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Not needed
Send a confirmation with your terms for the client to accept online.
Not neededCuriousUsefulImportantMust have
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Not needed
Deposit and final invoices, card payments through Stripe, and Xero sync.
Not neededCuriousUsefulImportantMust have
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Not needed
A live ROS your crew and suppliers open from a link, showing only their items.
Not neededCuriousUsefulImportantMust have
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Not needed
Event orders for the kitchen, AV and floor team, always up to date.
Not neededCuriousUsefulImportantMust have
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Not needed
Your rooms and spaces on one calendar, with a warning before a clash.
Not neededCuriousUsefulImportantMust have
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Not needed
F&B menus and packages, and what each dish costs you to make.
Not neededCuriousUsefulImportantMust have
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Not needed
Clients, companies, crew and suppliers in one list, with their history.
Not neededCuriousUsefulImportantMust have
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Not needed
Collect forms, files and answers from crew and clients, with reminders.
Not neededCuriousUsefulImportantMust have
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Not needed
A checklist for every booking so nothing gets missed.
Not neededCuriousUsefulImportantMust have
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Not needed
Emails and reminders that send themselves at the right step.
Not neededCuriousUsefulImportantMust have
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Not needed
A page where your client sees their booking, documents and payments.
Not neededCuriousUsefulImportantMust have
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Not needed
Pipeline, revenue, deposits and bookings, with CSV export.
Not neededCuriousUsefulImportantMust have
