Set the conditions your venue requires before an event becomes booked, then test them on a sample event.
Why this matters
These documents move a client from an offer toward a confirmed event. A saved draft, sent proposal, accepted proposal, signed contract, and booked event each mean something different; check the actual status before the next step.
Before you start
Open the correct event and confirm its client, prices, dates, and booking requirements.
In Releventful
Click Automations & Operations > Manage Portal Templates, select the event type and open Booking Your Lead.
Click Edit Booking Settings, choose the acceptance, signature or payment requirements that count as booked, then click Save.
Create one sample event that meets the rule and one that does not; check their Booking status and newly scheduled work.
How to make the most of this step
Open the event type's portal template and its Booking Your Lead settings. Choose what your business counts as booked, such as the required acceptance, signature, or payment condition supported by your setup. Test a sample event that meets the rule and one that does not. Check which planning tasks or messages start when the event becomes booked.
A useful decision
The event type's booking rule represents what your business considers confirmed. Test the rule with a sample event and check what client planning work begins after the status changes.
Check the result
Open the event to confirm what was saved, sent, accepted, or signed. Follow up only after checking the actual status.
Important to know
Saving a document differs from sending it. Proposal acceptance, contract signing, payment, and the event's booking rule can each start a different next step.