Core Features
Calendar
Learn how to use the calendar view for managing events and tracking leads in Flashquotes
Overview
The Calendar in Flashquotes provides a comprehensive visual overview of your upcoming events and leads. It serves as both an event management tool and a lightweight CRM, helping you track both confirmed bookings and potential business opportunities.Calendar Features
Event Display
Booked Events
Booked Events
Confirmed bookings appear as solid blocks and include:
- Event date and time
- Client information
- Quick access to event details
Click any booked event to view a slide-out panel with event details or access the full event editing interface.
Potential Leads
Potential Leads
Unbooked leads appear as dashed-line blocks and show:
- Requested date
- Lead information
- Quote status
This visualization helps identify follow-up opportunities with leads who have received quotes but haven’t confirmed bookings.
Reports Section
Guest Count Analysis
Event Forecasting
Event Forecasting
The reports section helps predict resource needs by:
- Aggregating total guest counts
- Analyzing event durations
- Tracking booked events within date ranges
Select custom date ranges (e.g., two weeks) to view consolidated guest counts for accurate resource planning.
Resource Planning
Resource Planning
Use guest count reports to:
- Calculate product requirements
- Plan staffing needs
- Estimate supplies based on:
- Per hour consumption
- Per guest consumption
- Per event requirements
Best Practices
- Regularly review the calendar for upcoming leads and bookings
- Use the reports section for advance resource planning
- Monitor lead-to-booking conversion opportunities
- Plan follow-ups based on unbooked lead visibility
- Check guest counts regularly for accurate supply ordering
Calendar Navigation
View Options
View Options
The calendar offers multiple ways to view your schedule:
- Monthly overview
- Weekly detailed view
- Daily breakdown
- List view of events
Filtering Options
Filtering Options
Filter calendar entries by:
- Booking status (confirmed/lead)
- Event type
- Location
- Staff assignments
Integration with Other Features
The calendar integrates with other Flashquotes features:- Direct access to Events dashboard
- Connection to Booking management
- Links to Invoice system
- Integration with Lead tracking
Next Steps
After mastering the calendar view:- Learn about invoicing
- Set up regular reporting schedules
- Establish follow-up protocols for unbooked leads
- Create resource planning workflows