Client & Booking Management

ALIVE has a built-in CRM right in the web dashboard — manage your clients, track bookings, and organize your team, all in one place.

Clients

Keep all your client information organized:

1. Go to Dashboard → Clients
2. Click the Clients tab
3. See all your clients listed

For each client, you can store:

• Name and contact info
• Company name
• Notes — Any details worth remembering

Adding a New Client

1. Click Add Client
2. Fill in their details
3. Save

Bookings

Track every event booking with all the details you need:

1. Go to Clients → Bookings tab
2. See all your bookings at a glance

Each booking can include:

• Title — The event name
• Date and time — Start and end times
• Location — Where the event takes place
• Client — Linked to your client list
• Employee — Who's running the booth
• Package — What package the client booked
• Pricing — Total cost
• Deposit — Deposit amount and whether it's been paid
• Status — Track where the booking stands
• Notes — Internal notes for your team

This is everything you need to stay on top of your events — no spreadsheets required.

Employees

If you have a team, manage them here:

1. Go to Clients → Employees tab
2. Add team members with:

• Name, email, phone
• Role (e.g., operator, manager)
• Hourly rate
• Active/inactive status
• Notes

Assign employees to bookings so everyone knows who's working which event.

Contacts

Collected contact info from guests (via SMS or email sharing at events) shows up here:

1. Go to Clients → Contacts tab
2. See all collected contacts
3. Filter by event
4. View contact type (phone/email) and which event they came from

This is gold for follow-up marketing and client reporting.

Tips

• Add clients as soon as they inquire — Even if they haven't booked yet, having them in your system keeps you organized
• Use booking notes — Jot down client preferences, venue details, or setup requirements
• Track deposits — The deposit paid/unpaid toggle saves you from awkward "did you pay?" conversations
• Export contacts — Share guest contact data with your clients as proof of engagement

What's Next?

• Website Builder & Landing Pages — Build your public website
• Web Dashboard Overview — Back to the full dashboard guide

Updated on: 28/03/2026