Save #1No one owns this booking
Corporate workshop · $8,200
Safe demo. Fake booking requests; click anything — no client is contacted.
Money leaks
These bookings could slip today
See the money at risk, who should chase it, and what is blocking each booking.
Start here
$46,800 could slip unless someone acts.
It shows the daily list of bookings, deposits, and event details that need action now.
Save #2Chase is late
Studio birthday · $3,600
Save #3Deposit is overdue
Team retreat · $12,500
After the booking
Protect the promise on event day
3 confirmed bookings need preparation · 1 event is blocked now · 4 active · 1 completed in this sample — see its permanent record: the stored Brief and the closeout
First: Sky Yoga Collective — 1 critical preparation task is late
Open booking value
$97,800
Money at risk now
$46,800
Deposits to recover
$2,500
No one owns it
1
Late chases
1
Blocked by missing info
4
| Client | Event | Value | Team | Deposit | Info gaps | Next chase | Slip risk | Fix it |
|---|---|---|---|---|---|---|---|---|
Gmail · New request | Corporate workshop Jul 19, 2026 | $8,200 | No one yet | Not asked yet | 0 | No next chase set — | Urgent | |
Website · Checking fit | Studio birthday Jul 23, 2026 | $3,600 | Priya | Not asked yet | 0 | Confirm guest count and food preference Jul 6, 2026, 9:00 AM | Urgent | |
Google Sheet · Waiting for deposit | Team retreat Jul 16, 2026 | $12,500 | Arjun | Late | 0 | Chase deposit Jul 7, 2026, 12:00 PM | Urgent | |
WhatsApp · Quote sent | Launch party Jul 31, 2026 | $6,400 | Priya | Not asked yet | 0 | No next chase set — | Watch | |
Referral · Quote sent | Founder dinner Aug 6, 2026 | $15,500 | Arjun | Not asked yet | 0 | No next chase set — | Urgent | |
Booking form · Booked | Student workshop Jul 12, 2026 | $4,200 | Priya | Received | 2 | Collect final room setup details Jul 8, 2026, 10:00 AM | Urgent | |
Instagram DM · Booked | Group session Jul 10, 2026 | $2,800 | Arjun | Received | 2 | No next chase set — | Urgent | |
Website · Checking fit | Leadership workshop Jul 27, 2026 | $5,200 | Priya | Not asked yet | 0 | Send room layout options Jul 9, 2026, 11:00 AM | Okay | |
Referral · Checking fit | Investor salon Aug 16, 2026 | $22,000 | Arjun | Not asked yet | 0 | No next chase set — | Watch | |
Referral · Booked | Product launch Jul 14, 2026 | $9,800 | Priya | Received | 0 | Confirm final supplier arrivals Jul 9, 2026, 11:00 AM | Okay | |
Website · Booked | Founder dinner Jul 14, 2026 | $7,600 | Arjun | Received | 0 | Confirm room turnaround plan Jul 8, 2026, 3:00 PM | Okay |