Florist step 6: weddings, events and consultations

Weddings, funerals and corporate events are planned weeks ahead: a consultation, a quote, a deposit, production for the day and the final payment. SmartPOS Hub covers each step with Bookings, quotations, order options and part payments.

How to turn it on

1. 1Plan: Bookings is included in every plan.
2. 2Switch: Settings › Business Settings › Modules › Bookings, then Update Settings.
3. 3Permission: Bookings permissions in User Management › Roles (all bookings or own bookings).

Mobile app: Bookings in the SmartPOS Business app.

1. Set up consultations

1. Open Bookings and click Settings.
2. Under Opening hours, set the hours you take consultations.
3. Under Online booking page, tick Let customers book online, choose Location for online bookings and add a Welcome text (for example “Wedding consultations last 45 minutes”). Untick Customers can reserve a table online (tables are for restaurants).
4. Decide whether to Confirm online bookings automatically. Set reminders and your cancellation policy further down, then save.
5. Copy the booking link and put it on your website and social profiles.

/bookings/settings

Your online booking page for consultations.

2. Book and hold the consultation

1. Click New booking, search or add the customer, pick the date and time and add a Customer note (event date, venue, budget).
2. On the day, open the booking and Check in when they arrive.
3. Online bookings show in the same calendar with the source Online.

/bookings

All consultations in one calendar. Switch to Timeline or List as you like.

Full reference: Bookings module.

3. Quote, deposit, final payment

1. Create a quotation (Sell › Add Quotation) with the arrangements (bridal bouquet, boutonnieres, aisle arrangements, centerpieces) and quantities. Fill in the Event flowers form on a line: event, date, color theme, venue. Use the customer’s price group if they are a planner.
2. Send or print the quotation.
3. When accepted, open it from Sell › List quotations (Actions › Edit) and finish it with Multiple Pay, entering the deposit as a part payment (part payments).
4. Collect the balance with Add payment before the event.

4. Prepare for the event

• Plan production orders for ready-made pieces (step 3) and check Material shortages to order stems in time.
• Track the event lines in Sell › Personalised orders by due date.

Tip

Funeral homes order often and at short notice. Give them their own price group (for example Funeral Homes) and a credit limit, so the counter can take their orders on account.

Next: step 7: sell in the shop and online.

Bookings module

Quotations, drafts and orders