During the life cycle of an event, there are various statuses available. The event status is referred to as the Contract Status.
Event status’ are important as they not only allow you to easily filter the events list, but also for reporting functionality. For example, to be able to report on the number of Failed Enquiries may be of interest.
This status is applied to events that are created via the Dynamic Contact Forms add-on. If you have any events in this status, you will be notified with a message at the top of the Admin interface asking you to go and attend to them.
Click the link within the message to review the Unattended Enquiries and from there you can check employee availability, assign employees to the event, complete the enquiry (quote) or quickly reply to the client with an unavailability message.
This is the status that is assigned to a newly created event. Events with this status are visible on the Events page by clicking the Enquiries link at the top of the table.
It indicates that a quote has been provided to the client for review.
When creating a new event, you have the option of automatically emailing the quote to the client.
This is the status assigned to an event if the Client does not book an event following an enquiry.
If you are utilising the built-in automated tasks feature, the Failed Enquiries task will set an event to this status if it has been in the Enquiry status for the specified period of time with no progress.
If you decide not to quote on an enquiry, you can set the status to Rejected Enquiry. This status is generally associated with the Dynamic Contact Forms add-on.
Events are set to this status when a client indicates that they are happy with your quote and they wish to proceed with booking.
Clients may choose to accept an enquiry via the Client Zone, or alternatively you can set the status manually within Admin.
Depending on your Email & Template settings, when an Events status changes to Awaiting Contract, the Client’s contract can be emailed to them automatically.
An event is set to this status once the client has confirmed their contract and made any deposit payment. If your settings allow the client to approve their contract via the Client Zone, once they have agreed to terms and digitally signed the contract, the event status will be updated to the Confirmed status.
Additionally, dependant on your Email & Template settings, both the Client and the primary employee assigned to the event, may receive a Booking Confirmation email. The Administrator may also receive this email.
Alternatively, you can manually update an event status to Confirmed by editing the event from the Events page. Note that the booking confirmation email will still be sent to both the client and the Employee (and the admin depending settings) when you manually change the status to Confirmed.
Once an events finish date/time has passed, it’s status should be update to Completed. If using the built-in automated tasks, events will be automatically set to this status shortly after the end time.
This status applies when you or your client needs to cancel an event for any reason.
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