What each booking status means

An event’s status shows where it is, at a glance, on the events list, the calendar and the dashboard.

The statuses

• Unattended: a new enquiry nobody has looked at yet.
• Enquiry: you are working on it, usually while a quote is out.
• Awaiting Contract: the customer has accepted the quote and needs to sign the contract.
• Awaiting Deposit: the contract is signed and the deposit is still to pay.
• Confirmed: it’s booked.
• Completed: the event has happened.
• Cancelled: it was booked and then called off.
• Rejected: you turned it down, or another booking took the date.
• Failed: the enquiry went nowhere.

Cancelled, Rejected and Failed events are left off your calendar, your calendar feeds and the stock check for equipment.

Changes that happen by themselves

You can always set a status by hand, but most of the time you don’t need to:

• Sending a quote moves an Unattended event to Enquiry.
• The customer accepting a quote moves it to Awaiting Contract.
• The customer signing the contract moves it to Confirmed if the deposit is already paid, or to Awaiting Deposit if not.
• The deposit being paid moves it to Confirmed, if the contract is signed or wasn’t needed. This only happens when Require a paid deposit before an event is automatically confirmed is on, in Settings > Business.
• The Mark events completed automation moves Confirmed events to Completed after they finish.
• The Fail stale enquiries automation, if you switch it on, fails enquiries still open a set time after they came in.

Statuses and your leads

If the event came from a lead, the lead follows along: booked when the event is booked, completed when it is completed, and lost if it is cancelled, rejected or fails. See How leads work.

Using statuses in automations

Automations can be limited to events with certain statuses, change an event’s status, or branch on it. See How automations work.