Clients
Clients who already bought. Their event, date, and contact data live here. Prospects are handled separately, in the client registration app.
| Name | Phone | Event | Date | Status | ||
|---|---|---|---|---|---|---|
| Torres Family | (801) 555-0132 | torres@example.com | Wedding | Mar 14, 2027 | Signed | |
| María González | (801) 555-0148 | maria@example.com | Quinceañera | May 22, 2027 | Signed | |
| Ruiz Family | (801) 555-0119 | ruiz@example.com | Graduation | Jun 12, 2027 | Signed |
Cash Register — New sale
Add from the catalog
Order
| Item / Service | Price | Qty |
|---|
Total: $0 · 60% payment: $0 · Balance (40%): $0
✓ Sale closed. An automatic email was sent to the owner and the salesperson with the sale details.
Sale Orders
| Order | Client | Event | Total | Status | Contract |
|---|---|---|---|---|---|
| #1041 | Torres Family | Wedding · Mar 14, 2027 | $3,350 | Confirmed | |
| #1040 | María González | Quinceañera · May 22, 2027 | $3,800 | Confirmed | |
| #1039 | Ruiz Family | Graduation · Jun 12, 2027 | $2,900 | Confirmed |
Purchase Orders
| Order | Supplier | What was ordered | Total | Status | Contract |
|---|---|---|---|---|---|
| C-221 | Outside supplier | White dance floor | $350 | Ordered | |
| C-220 | Outside supplier | Pink linens (20) | $500 | Received |
Contract with clauses
Generated automatically from the sale details. Ready to print and sign.
Contracts
| Ref | Type | Client / Supplier | Total | Status | |
|---|---|---|---|---|---|
| #1041 | Sale | Torres Family | $3,350 | Signed |
EVENT CONTRACT — LA BOTANA EVENT CENTER
Client: Torres Family · Event: Wedding · Date: March 14, 2027 · Guests: 200
Total: $3,350 · 60% payment: $2,010 · Balance (40%): $1,340 (due 7 days before the event)
- 60% payment: reserves the date and is non-refundable.
- Balance (40%): must be paid 7 days before the event; without it, the event does not take place.
- Cancellation: if the client cancels, the 60% payment is lost.
- Date change: allowed once, with 30 days notice and subject to availability.
- Damages: any damage to the hall or furniture is paid by the client.
- Hours: the event ends at the contracted time; extra hours cost extra.
- Guests: the price covers up to the contracted number; extra guests cost extra.
Client signature: ____________________ Hall signature: ____________________
CONTRATO DE EVENTO — LA BOTANA EVENT CENTER
Cliente: Familia Torres · Evento: Boda · Fecha: 14 de marzo de 2027 · Personas: 200
Total: $3,350 · Pago del 60%: $2,010 · Saldo (40%): $1,340 (a pagar 7 días antes del evento)
- Pago del 60%: aparta la fecha y no es reembolsable.
- Saldo (40%): debe quedar pagado 7 días antes del evento; sin saldo, no se realiza el evento.
- Cancelación: si el cliente cancela, pierde el pago del 60%.
- Cambio de fecha: se puede cambiar una vez, con 30 días de aviso y según disponibilidad.
- Daños: cualquier daño al salón o mobiliario lo paga el cliente.
- Horario: el evento termina a la hora contratada; hora extra con costo adicional.
- Personas: el precio cubre hasta el número contratado; personas extra tienen costo adicional.
Firma del cliente: ____________________ Firma del salón: ____________________
Payments & automatic emails
Every time a payment or a sale is recorded, the system sends an automatic email to the owner and the salesperson. Just like a store's cash alerts.
| Date | Client | Concept | Amount |
|---|---|---|---|
| Oct 27, 2026 | Torres Family | 60% payment | $2,010 |
| Oct 25, 2026 | María González | 60% payment | $2,280 |
| Oct 20, 2026 | Ruiz Family | 60% payment | $1,740 |
✓ Payment recorded. Automatic email sent to the owner and the salesperson.
Employee Control — Clock In / Clock Out
Staff clock in and out. The owner sees hours worked.
| Staff | Today | |
|---|---|---|
| Ana — Server | Out | |
| Luis — Server | Out | |
| Pedro — DJ | In · 2h 15m |
Event Calendar
The dates of sold events, on a calendar.
Upcoming events
- Mar 14, 2027 — Wedding, Torres Family (200 guests)
- May 22, 2027 — Quinceañera, María González (150 guests)
- Jun 12, 2027 — Graduation, Ruiz Family (120 guests)
Catalog / Inventory
Anything you add here shows up in the Cash Register to sell it, and in sale and purchase orders too. The owner edits prices; the salesperson only sells.
| Photo | Product / Service | Cost | Public price | Margin |
|---|
This inventory feeds the web catalog your clients see (Product Catalog). In the real version, anything you add here with a photo appears there automatically.
Add to the catalog
Tip: a link only works if it is a direct photo (ends in .jpg or .png). If it fails, upload the photo from your phone instead.
✓ Added. It now shows in the Cash Register and the web catalog.
Home — What needs attention
Like the BL Smart View: deposits to collect, balances about to be due, late purchase orders, and pending tasks.
Needs attention
Events — Control board
Every sold event: date, how close it is, 60% deposit, balance, and the phone number to call.
| Event | Client | Date | Days to go | Total | Paid | Balance | Phone |
|---|
Tasks & Follow-Up
Calls and collections to do, with a due date. Nothing falls through the cracks.
| Task | Related to | Due | Status |
|---|---|---|---|
| Call Torres Family to confirm the menu | Torres Family | Mar 1, 2027 | Pending |
| Collect balance from María González | María González | May 15, 2027 | Pending |
| Confirm servers for the Ruiz graduation | Ruiz Family | Jun 1, 2027 | Pending |
Templates
Ready-to-send emails and texts. The automations use these.
Your date is reserved at La Botana Event Center. Your 60% payment secures it; the balance is due 7 days before your event.
Reminder: your balance at La Botana Event Center is due 7 days before your event.
Thank you for celebrating with us at La Botana Event Center. We would love your review.
Automations
Like the BL Smart Flows: when something happens, an email goes out by itself.
| When | It sends | To |
|---|---|---|
| Sale closed | Email with the sale details | Owner + salesperson |
| Payment registered | Email with the payment | Owner + salesperson |
| Balance due in 7 days | Balance reminder | Client |
| Event in 7 days | Event reminder | Client + staff |
| Purchase order late | Late order alert | Owner |
Reports
Simple numbers from the sample data.
Marketing
These two publishers are part of the package (not BL). They publish from the catalog and the events.
Facebook, Instagram, TikTok, YouTube, and Pinterest, from the catalog and event photos.
Facebook Marketplace and KSL Classifieds, from the catalog items.
Settings — Users & Roles
Business name on every header and contract: La Botana Event Center.
| Role | Sees |
|---|---|
| Owner | Everything, including costs and margins |
| Salesperson | Everything except costs, margins, and settings |
| Staff | Only Home, Events, and Employee Control |
Demo — sample data, nothing is saved.