Dashboard
Lead Forms
Website intake widgets collect event requests without showing pricing.
Widgets
Service Catalog
No services yet. Add your first one!
Product Catalog
No products yet. Add your first one!
Clients
No clients yet.
No clients match that search.
Persistent link — client sees current proposal + all past events. Great for regulars.
Contractor Roster
No contractors yet.
No contractors match that search.
Invoices & Contracts
No signed invoices yet.
Settings
Company Information
Default Contract Settings
Florida: no sales tax on most services. Check only what applies in your state.
Payment Methods
Client Insurance Requests
Proposal Numbering
Control how proposal/invoice numbers are generated when you create a new proposal or copy an existing one. You can still override the number on any individual proposal.
Calls
Live coaching during client calls — close more bookings.
Live call coaching is available in the EventLock Mac app.
Open EventLock on your Mac and navigate to the Calls tab to get real-time coaching suggestions during client calls — hands-free, right in your workflow.
Suggestions will appear here as the conversation unfolds.
Transcript will appear here once the call starts.
Proposals
No active proposals. Create your first one!
Who's the client?
Search or view saved clients to auto-fill this proposal, or type a new client manually.
Email or phone is required before sending. Drafts can be saved without contact info.
Event Details
When, where, and what type of event?
Services & Products
Select from your catalog. Prices and contract notes auto-populate.
Check items to apply
Uncheck methods you don't want for this proposal.
Confirm contractors
One line per service. Expand a line to fill it, see who's holding it, or message a contractor.
Review & Send
Everything look good? Save as draft or send to the client.
Already sent to the client. Make a change to enable saving or sending again.
Send this link to your client. When they open it, you'll be notified.
You can keep EventLock's default number, or use your own format like year, event date, client, and event name.
Uncheck methods you don't want for this proposal.
✓ You can still edit notes while the contract is locked.
Already sent to the client. Make a change to enable saving or sending again.
Downloads an .ics file — works with Apple Calendar, Google Calendar, Outlook, and any calendar app.