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Proposals, contracts, and invoices stay attached to the work.

Price the offer, send the agreement and set the payment schedule on the event they belong to. Your client accepts, signs and sees what is due in their portal.

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Event
Harbour Lights Gala
Maya Okafor, Harbour Trust · Sun, Mar 14, 2027 · 220 guests
PlanningBookingBooked
Client portal · Maya Okafor
Harbour Lights Gala booking
1 of 3 steps left.
Send 3 documents
ProposalHarbour Lights Gala proposalAcceptedReview the proposalAccepted
Full-service planning$7,500
Design and production$3,500
Event-day team × 4$1,500
Total$12,500
DeclineAccept proposal
AgreementEvent services agreementSignedRead and signSigned

This Agreement is between Harbour Events (“Planner”) and Harbour Trust (“Client”) for planning services for the Harbour Lights Gala on March 14, 2027.

Maya Okafor
Maya Okafor · Client
Sign
PaymentHarbour Lights GalaReady for youPay the depositViewed Oct 9
DepositDue Oct 23, 2026$4,000
Final paymentDue Feb 26, 2027$8,500
EventPlanningBookingBooked
Harbour Lights Gala
Maya Okafor, Harbour Trust
Sun, Mar 14, 2027 · 220 guests
Client portal · Maya Okafor
Harbour Lights Gala booking
1 of 3 steps left.
Send 3 documents
ProposalHarbour Lights Gala proposalAcceptedReview the proposalAccepted
Full-service planning$7,500
Design and production$3,500
Event-day team × 4$1,500
Total$12,500
DeclineAccept proposal
AgreementEvent services agreementSignedRead and signSigned

This Agreement is between Harbour Events (“Planner”) and Harbour Trust (“Client”) for planning services for the Harbour Lights Gala on March 14, 2027.

Maya Okafor
Maya Okafor · Client
Sign
PaymentHarbour Lights GalaReady for youPay the depositViewed Oct 9
DepositDue Oct 23, 2026$4,000
Final paymentDue Feb 26, 2027$8,500
  • Every plan includes all of itPlans differ by seats, nothing else.
  • Clients take no seatThey accept, sign and see what is due.
  • One email, one linkProposal, agreement and invoice together.

One booking, in the order they work it.

Each step opens for your client once the one before it is done.

  • Priced from your servicesA package becomes the proposal.
  • Signed onlineA typed signature, in their portal.
  • Your orderDrag the documents into place.
  • Stripe checkoutOr record a check or transfer.

Harbour Lights Gala booking 2 of 3 steps left.

1ProposalHarbour Lights Gala proposalAccepted
2AgreementEvent services agreementReady for youRead and sign
3PaymentHarbour Lights GalaOpens when the step above is done

Three things that follow the yes.

  • Payment schedule

    DepositDue Oct 23, 2026$4,000
    Final paymentDue Feb 26, 2027$8,500

    A deposit, then the rest

    A deposit and installments, each with a due date.

  • Automatic payment reminders

    On the due dateOct 23

    3 days laterOct 26

    7 days laterOct 30

    Reminders, if you want them

    Emailed while it is open. A checkout in progress pauses them.

  • When gala moves to booked

    1. Create task “Book the site visit”
    2. Email the primary client
    3. Draft “Deposit”

    The same steps, every booking

    When an event moves to Booked: a task, a client email, a draft invoice.

Booked, signed and scheduled, on the event it is for.

Send the next proposal from the event.

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