Bookings & production · Studio owner or permitted manager
Group agreed work and propose booking changes
Keep client requests, sub-projects and price changes traceable to one agreement.
Step-by-step guideMarkdown for AI
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Prepare partial requests before booking
A function amount is an optional allocation inside the package total. It is not an extra charge by itself. A separate occasion for the same client starts a new enquiry rather than quietly extending a closed booking.
- Open the enquiry’s Client requests & agreed scope area and choose Add request.
- Choose Event / shoot, Service or Deliverable; enter the requested work, date, venue and client decision as known, then Save request.
- Use Review existing work grouping to put related items in one sub-project. Haldi, Mehendi, Sangeet and Reception functions belong with Wedding coverage.
- Select only the items the client accepted; Select all available functions is a shortcut when all shown work belongs in the same offer.
- Choose Review package & quotation and verify the one package total before issuing the offer.
Propose a change after booking
Saving a proposal changes nothing yet. Existing receipts, delivered work and cancellation history remain on record. A refund is a separate money movement even when the agreed price decreases.
- Open the booking’s Agreed work & changes area and choose Propose change.
- Add an existing enquiry request, Add event, or use Add work to this agreement. Choose the existing sub-project when the new work is a function of that job.
- For a correction to existing work, edit that item; for a removal, select only unfinished items to cancel.
- Enter Agreed price change: a positive value adds to the booking total, a negative value reduces it, and 0 changes scope without changing price.
- Record the reason and client approval reference, then choose Save proposal for review.
Accept, reject or recover
Review existing work grouping changes the organization of scope; it does not move files from their original project. Reload an error state before submitting another proposal so you do not duplicate the same change.
- Read the proposal’s added, edited and cancelled work and its amount delta in Change history.
- Use Approve agreed change only after verifying the agreement and price; use Reject proposal if it was not agreed.
- If an older booking has no linked quotation, use Create missing quotation from this agreement; from a linked enquiry use Recover missing booking quotations, then open and verify the generated document.