Feature Requests

I'd like to be able to trigger automatic text messages to clients in workflows.

I am looking to add a new company and be able to switch between those within a single account. This feature would allow me to manage multiple separate businesses more efficiently without needing to create separate accounts for each company.

We would like to be able to leave notes for specific leads/quotes. A texting integration would also be really helpful.

I would like the staffing calculator to allow for 1-hour increments instead of the current 30-minute increments. This would make it easier to plan staffing schedules more efficiently and align with our operational needs.

I would like to categorize leads that we don't book into specific reasons such as budget constraints, lack of instant booking, or event changes. This feature would help us track patterns and potentially convert some of these leads into clients in the future.

More control over pricing with if/and logic

I would like to attach files such as my craft menu, sticker design, or any other client-specific files directly to events. This would streamline the process and make it easier to manage all event-related documents in one place.

I would like to track changes made to a specific quote after it has been sent. Currently, the system does not maintain a version history of edits to individual quotes once they are delivered. Having a change log for sent quotes would be beneficial for keeping track of modifications and ensuring accuracy in client communications.

Requested by Rainbow Cone