01 · CONTROLLED HANDOFF
From an Instagram date question to a deposit
01
A couple DMs under a wedding album post asking about a date; the message lands in the inbox and a new record opens.
02
Availability is checked on the calendar, AI drafts a reply from your package information, and the team edits and sends it.
03
The record moves to the Date Held stage and a consultation booking link is shared, syncing to Google Calendar.
04
After the consultation the package quote is prepared as a PDF, shared through a couple-specific link, and views and approval are tracked.
05
Once the deposit is recorded the job moves to the Contract stage, the contract is generated from a template and the date is blocked in the calendar.