What Are Some Ways To Use Booking Status in Gather?
The status filter on your calendar view allows a quick view of your pipeline. Look at past months to view closed versus cancelled events, as well as ensure no events have been left with an active status of prospect, tentative or confirmed!
- Do we have a team member who is consistently not Closing or Cancelling?
- Why do we have a tentative event open from 3 months ago? Are we still awaiting payment confirmation?
On the bookings tab you can use the status filter to verify any bookings that may need investigating! Let’s look at the upcoming week to ensure all events have been confirmed. Do we have a tentative event for tomorrow evening? Let’s make sure we have a signed contract!
When checking unsent and unsigned proposals - make sure the correct statuses appear. Is there a confirmed event in the unsent proposals bucket? Let’s double check to see why this may be the case!
Gather Tip: You can also view booking statuses on the mobile app from the calendar view or booking details