Feature Requests

Customer would like the ability to create their own custom statuses.

Give more control over what each role type can do and see. For our purposes, it would be nice to have certain users be able to view and do more with the limited user role, but still not be able to see financials.

The new Invoice looks great, but we have payments made to a different name than our venue name. I would love to be able to add a "Payable To" field in Settings to enter the company info that the client sees on the invoice thats not the same, sorta like how a Shipping address is not the same as a billing address. This is how it works for invoicing for us.

Templates that will auto populate and have certain fees and items attached to them - for example: catering template would have all associated fees attached and added it it (delivery, labor etc)

Not canceled - will rebook - lives somewhere to be reminded of

Have ability to add more than one email as the primary notification email under venue settings.

When reviewing the Lead, Qualified, Proposal Sent, Confirmed, Balance Due, and Completed tabs, the current behavior creates some confusion. When a client signs, the event correctly moves to Confirmed. When a deposit is paid, it moves to Balance Due**, which also makes sense. However, if the client then pays in full, the event is moved back to Confirmed. The issue is that this causes signed-but-unpaid events to be mixed with signed-and-fully-paid, event-ready bookings in the same tab. As a result, it’s difficult to quickly identify which confirmed events are financially complete versus those still requiring payment.