Bookings & production · Studio owner
Bring earlier client bookings and payments into Sisiona
Record a job agreed before Sisiona without replaying old sales stages or sending a new booking message.
Step-by-step guideMarkdown for AI
On this page
Choose the client and work category
Choose or add an existing client first if the form has no active client. Unknown original booking dates can stay blank. This flow does not create an enquiry or quotation and does not send the client a booking message.
- Open the existing client from Clients and choose Add existing booking or Add old booking.
- Choose Existing — pending or ongoing work when work remains, or Old — completed historical work only when delivery already happened.
- Enter the original agreed event, main shoot date, venue, amount and any known function dates. Add another function for separate functions; Remove function removes a mistaken row before saving.
Enter current work and earlier receipts
Old work must use the completed stage. A refund row reduces net received; do not enter a promised future installment as a received payment. The entry records history and does not charge the client.
- Select the project’s actual current stage. Add each agreed deliverable and its real status; for a delivered output, supply its delivery date and handover reference.
- Use Add deliverable or Remove deliverable to make the list match what was promised.
- In Earlier payments & review, use Add earlier payment for money already received and enter the actual date, amount and type. Remove payment corrects a mistaken draft row.
- Check the displayed agreed total, net received and balance. Add the original invoice number or agreed balance due date only when known.
Resolve a duplicate warning and continue
If saving is interrupted, keep the form open and retry the same operation. The app may return the earlier saved result rather than create a duplicate. Cancel or Back leaves the current step; unsaved changes may require confirmation.
- If a booking for the same client, event and date is found, choose Open existing and inspect it before saving another.
- Only when it is genuinely separate agreed work, check This is a separate agreed booking on the same date and save.
- After saving, use Open booking to inspect the financial history or Continue project to finish the remaining production work.