A home dashboard with pipeline, event value and headline times, and Contacts (formerly Crew)

This batch is about giving planners a first screen that reads like a business overview, the fields needed to keep that overview honest (event value, headline times), and a cleaner home for the people you book and brief.

Signing in now lands on a Home dashboard before the events list. KPI tiles across the top show your active event count, the dollar value of the live pipeline, the average deal size, and the count of events landing in the next seven days. A donut chart breaks the pipeline down by status (Enquiry, Tentative, Confirmed, Completed) so you can see at a glance where the year is sitting. Cancelled events are left off the chart so they don’t distort the picture.

Below the chart, a Today and Next 7 Days panel lists the events you actually need to think about this week, in date order, with their pax and venue space alongside the name. Click any row to drop into the planner for that event.

It’s a small dashboard, not a full BI suite. The goal is “open the app, see whether the business is in good shape, decide what to do next” without having to filter the events list yourself.

Event value, captured on the event

Every event now carries an optional Event value field, a decimal in your currency, that feeds the pipeline tiles and the chart. Useful for the obvious reasons (knowing whether the quarter is going to land) and useful for the less obvious ones too: when you save an event as a template, the value is stripped so you can stamp the template onto a new lead without the old number bleeding in.

The field is optional, so nothing in the existing flow breaks if you don’t use it. Leave it blank and the event simply doesn’t contribute to the pipeline value tile.

Headline start and end times on every event

Until this batch, an event had a date and a list of timeline items but no overall start or end time at the event level. That worked for the ROS but made the BEO header oddly silent on the headline times: ceremony at 4pm, doors at 8am, plated dinner from 7.

Events now have explicit Start time and End time fields. They’re distinct from Access from and Vacate by (which are about crew, not guests) and distinct from individual timeline-item times. The Start and End render on the Home dashboard, on the BEO header in the planner, and on the printable ROS.

Older events without these times keep working unchanged; the new fields are optional.

Crew is now Contacts

The sidebar entry that used to read Crew is now Contacts, and the page lives at /Contacts. Same data underneath, friendlier label.

“Crew” never quite covered everyone who lands on that page. The internal stage manager, the external AV vendor, the venue’s banqueting coordinator, the client’s on-the-day organizer, the photographer’s assistant. All of them belong in the same address book but they aren’t all “crew” in any tight sense. Contacts works better as the household word.

Tag filter on the Contacts list

Chips at the top of the Contacts list let you filter by one or more tags with OR semantics. Tag your AV vendors “AV”, your photographers “Photo”, your venue contacts “Venue”, and you can pull up exactly the slice you need in one tap. Selected tags persist across the live keystroke search, so combining a tag filter with a name search just works.

Per-contact event history

Each contact’s edit form now has an Events tab next to Details, with a count badge so you can see at a glance how many events you’ve booked them on. Open the tab to see every past and upcoming event the contact appeared on (whether through a timeline-item assignment or a share link, current or revoked), each row with an Edit run of show button to jump straight into that event’s planner.

The list paginates by date and event ID for performance, so a contact with hundreds of events stays snappy. Useful when a regular vendor calls and asks “what’s the next one we’re on together?” and you want to answer without trawling through the events list.

Account export safety net

The Account > Export page now shows a pre-download acknowledgement before generating the ZIP. You confirm that checking the ZIP contents is your responsibility, then the download fires. It’s a small step but it makes the export feel like a deliberate action you took rather than a button you clicked by accident.

The sidebar nav reordered to Home, Events, Contacts, Requests, Branding, Account. Requests now sits next to the operational pages where it belongs, Branding moved closer to Account where the rest of the account-level configuration lives.

A home dashboard at sign-in