BriteBiz.com

This article explains when you should use inquiry vs booking stages.

When Do I Convert From Inquiry Stages to Booking Stages.

The client portal is your most powerful admin saving tool, this video will get you started on learning how it works.

Using The Client Portal - Overview 📺

Edward Cooper

The BriteBiz Team

Learn the tools you need to manage Inquiries & Bookings

Managing Inquiries & Bookings

Learn how to quickly and easily mass update your stages in your account.

How Do I Mass Update Inquiry or Booking Stages?

Recording the name of the competition you are loosing sales to can give you very valuable reports. Use Custom Fields to do this.

When I Change An Inquiry or Tentative Booking To Lost, Can I Record The Competitor They Chose?

It is only possible to add two contacts. But you can add a "Link".

Is it possible to add three or more contacts to a booking/to the client portal?

Calculate all deposit payments you have taken for future events.

How can I see all payments I have taken for future events?

Learn how to sort the order of Products and Services.

How do I sort the order of products and services in a Quote, Proposal or Contract?

How To Delete An Inquiry (Enquiry)

Easily create and export a report that shows you what payments are due over a future date range. Easily calculate cashflow.

How do I create a report of future payments due over a specific date range?

How to apply service charges/gratuity in your account

Managing Service Charge (Gratuity)

Use cost price to calculate a margin on each booking.

Managing Cost Price and Margin/Profit

Easily view and export expected total & due revenue from bookings or within a future date range. Easily calculate cashflow.

Viewing bookings in list views to show future revenue.

If you manage bookings that recur, this article will show you how to duplicate bookings.

How do I duplicate/repeat a recurring booking or event?

Seeing all future bookings in one list view is important for all businesses and it is super easy to set this up in list views.

Creating a List View of all Future Bookings (Video)

This article shows you how to add a contact or client postal address to a booking you have created in your account.

How do I add an address to a booking?

Booking Date Check allows you to quickly and easily see what bookings are on each day.

How to use Booking Date Check (2 minute video)

Orders is a feature that allows you to email or print specific details of any individual event or booking in PDF format.

How do I create and send Orders?

How to add upto three secondary contacts to the client portal.

Adding additional contacts to your client portal.

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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