Bookings & Clients

Bookings & Clients

Once a client books, keep everything that gathers around the booking in one place.

THE BOOKING IN ONE PLACE

Open one client. Know where things stand.

The Client Card keeps the important parts of the booking together, so the things you need are where you expect them to be.

BOOKINGS & CLIENTS

One booking. One place to see what’s going on.
One booking. One place to see what’s going on.

Once a client books, more starts to gather around them.

Services. Dates. Appointments. Documents. Questions. Messages. Payments.

Crevida keeps it around the booking, so you can open the client and pick up where you left off.

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See the booking at a glance

See the booking at a glance

See the booking at a glance

See the client, event and current booking details without going back through old conversations.

  • Contact details

  • Event details

  • Booking status

  • Services

  • Booking value

  • Appointments

  • Next Steps

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See what they’ve actually booked

See what they’ve actually booked

See what they’ve actually booked

Keep the services, quantities and prices with the client, so you can see the current booking rather than the version from an old enquiry or message.

  • Services

  • Packages

  • Quantities

  • Prices

  • Booking value

  • Current booking

Keep information you’ll need later

Keep information you’ll need later

Keep information you’ll need later

Questionnaires, contracts, images, documents and links can stay connected to the client for when you need them later.

  • Questionnaires

  • Contracts and T&Cs

  • Files and documents

  • Images

  • External links

  • Client information

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A wedding isn’t just one day on a calendar

A wedding isn’t just one day on a calendar

A wedding isn’t just one day on a calendar

Consultations, trials, meetings and other appointments can sit around the client rather than becoming separate calendar entries with no context.

  • Wedding or event date

  • Appointments

  • Appointment type

  • Appointment status

  • Start and end time

  • Client connected events

Keep the history with the client

Keep the history with the client

Keep the history with the client

Keep the communication, appointments and completed journey steps around the client so you can see what has already happened.

  • Email

  • App messages

  • Appointment history

  • Client Journey

  • Completed steps

  • Booking information

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WHAT THIS MEANS FOR YOU

Open one client and understand the booking.

Instead of remembering what sits in the inbox, calendar or messages, you can come back to the client and carry on.

The booking has somewhere to live.

ONE HOME FOR THE BOOKING

Stop rebuilding the story every time you open a client.

Keep the booking, services, dates, documents and client information connected in one place.

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EXPLORE CREVIDA

Everything around the booking, connected.

Enquiries, clients, payments, appointments and the journey around them. Explore the parts of Crevida that help keep the business moving.

ENQUIRIES

Enquiries & Quotes

Bring new enquiries, quotes and follow ups into one clearer process.

Explore enquiries→
BOOKINGS

Bookings & Clients

Keep the booking, services, appointments, documents and client history together.

Explore bookings & clients→
CLIENT JOURNEY

Your Client Journey

Give the repeatable parts of every booking a clear place in the process.

Explore the client journey→
CLIENT EXPERIENCE

Client Portal

Give clients one place to come back to for the important parts of their booking.

Explore the client portal→
PAYMENTS

Payments

See what has been paid, what is still due and which bookings need attention.

Explore payments→
APPOINTMENTS

Calendar & Appointments

Keep wedding dates, trials, consultations and appointments connected to the client.

Explore appointments→
COMMUNICATION

Messages & Emails

Keep client communication close to the booking it belongs to.

Explore communication→
BUSINESS VIEW

Insights & Revi

Get a clearer view of what is happening across the business and what needs your attention.

Explore insights→