Once a proposal is built, most of the work is small adjustments: a new due date, a different contract, one more contact who needs the emails. All of it happens on the proposal's Overview tab. This article maps that page and points you to the full guide for each task.
Sending the proposal
The box at the top of the Overview has Send Email, Copy Link, and Preview, plus Send SMS when texting is connected through Twilio or Quo. Preview shows the proposal exactly as your client will see it. See How do I send a proposal or reserve a date? for the details, including scheduling the email.
Packages and add-ons
Each package has an Edit menu for swapping, copying, or removing it and for managing its add-ons, backdrop, and staff. See How do I add/remove packages and/or add ons from a proposal?. To offer the client a choice between options, see How do I give clients different options on a proposal?; to drop one, remove an alternative.
Status
The colored badge at the top right shows where the proposal stands. Click it to change the status, or to cancel, postpone, or permanently delete the proposal. What do the different booking statuses mean? explains each status, and there are separate guides for postponing or cancelling and deleting.
Changing a proposal to Confirmed by hand does not email the client unless you check Send booking confirmation emails in that window. You also can't confirm a proposal that still has alternatives. Choose or remove them first.
Tools panel
The Tools panel under the status badge shows the booking title, the date the proposal is valid through, the payment due date, and the next follow-up date. Click any of them to change it. See expiration dates, due date, and follow-up dates.
Viewed tells you whether the client has opened the proposal. Click it to see each view with the time, IP address, and approximate location. Your client can't see this, and the location is only a rough guide since VPNs change it.
Manage Booking menu
The Manage Booking button at the bottom of the Tools panel holds the rest of the proposal's settings:
| Menu item | What it does | Full guide |
|---|---|---|
| Change Status | Same as clicking the status badge | Statuses |
| Edit Title | Renames the proposal | |
| Edit Proposal Settings | Payment methods, cover photo, brand, theme, and whether the client can change add-ons, backdrops, and extras before accepting | limit payment methods, proposal image, proposal themes, client add-on changes |
| Edit Contract Terms | Changes the contract on this proposal only | Contract terms |
| Adjust Payments & Balance | Opens the invoice | invoice adjustments |
| Adjust Payment Schedule | Sets a custom payment plan. Hidden while the proposal has alternatives. | payment plans |
| Change Due Date | Sets when the final balance is due | Due dates |
| Change Expiration Date | Sets the last day the client can accept | Expiration dates |
| Override Deposit Amount | Sets a different deposit for this proposal. The label uses your own term for deposit. | deposit per alternative |
| Reapply Flex Pricing | Removes existing Flex Pricing and reapplies your current rules | Flex Pricing on existing proposals |
| Add New Design | Adds artwork or a design template to this proposal | add a design to one booking |
| Create Appointment | Schedules a meeting with this client | meetings on a booking |
| Duplicate This Proposal | Copies the proposal, alternatives included | duplicating |
| Change Log | Shows what changed, who changed it, and when | Undoing changes |
Quick Send, next to Manage Booking, sends a message template or automated message right now. See How do I send a message from a booking?.
Clients, contacts, and staff
The Actions menu on the Clients panel lets you edit a client's details, resend their portal invitation, send a password reset, turn off automated messages for them, or impersonate them to see what they see. Contacts get messages but can't log in. See What is the difference between a client and a contact? and How do I invite a client to log in?.
Hide pricing is only offered once the proposal becomes a booking. See hide pricing.
Assign staff from the Staff panel or from a package's Edit menu. See How do I assign staff to a booking?.
Other panels
- Referred By shows when referral tracking is turned on and records who sent you the client. See How can I track bookings that don't come from my website?.
- Additional Info holds the answers to your extra questions. Click Edit to fill them in. See How do I add extra questions to bookings and lead forms?.
- Deliverables holds the photo and video gallery links you send after the event. See How do I send a client their photo gallery link?.