Hospitality and events blueprint

Bookings, functions and suppliers without the binder.

Hotels, event venues, caterers and function coordinators handling enquiries through to event day. Rooms, reservations and event bookings are all records you can report on.

Sound familiar?

01

Enquiries answered too slowly

Function enquiries sit in a shared inbox while the couple books somewhere else.

02

Run sheets rebuilt every event

Supplier details, order forms and schedules recreated from scratch each time.

03

Deposits and balances untracked

Who paid the deposit, and what balance is due when, is nobody’s job.

The Hospitality and events blueprint

What installs when you pick Hospitality and events.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Booking Pipeline

  1. 1New Enquiry
  2. 2Availability Checked
  3. 3Proposal/Quote Sent
  4. 4Tentative Hold
  5. 5Contract/Deposit Requested
  6. 6Confirmed
  7. 7Pre-Arrival Communication Sent
  8. 8Checked In
  9. 9In-Stay Upsell
  10. 10Checked Out
  11. 11Post-Stay Follow-up/Review Request

Custom fields on top of the standard ones

FieldType
Event Typedropdown
Guest Countnumber
Budget Per Headcurrency
Total Room Nightsnumber
Deposit Percentagenumber
Liquor Licence Expirydate

Records it adds extra record types beside contacts, deals and jobs

  • Rooms / Spaces
  • Reservations
  • Event Bookings
  • Guest Preference Profiles

Built for how hospitality and events actually works.

  • Rooms, reservations and event bookings in one system
  • Deposit and balance invoicing with automatic reminders
  • Supplier purchase orders and bills tracked per event
  • Post-event review invitations sent on their own

Blueprints stack. Run Hospitality and events alongside any other blueprint in the same workspace, and switch later without losing records.

Your hospitality and events workspace, live in about two minutes.

Pick the Hospitality and events blueprint during signup and start the 21-day free trial. No card needed to look around.