Dashboard
Resolved items (paid, signed, staffed) disappear automatically. Settlement dismissals reset on reload.
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!
Recurring Jobs
Ongoing services (weekly kids nights, pool cleaning…) invoiced automatically each period. You mark invoices paid — clients pay by check or however you've arranged.
Each invoice bills the actual number of these days in its period — a month with 5 Wednesdays bills 5 nights, not 4.
Sending + signing the linked proposal locks in the cadence and notice period. Later invoices never need another signature.
A fresh single-slot open call is out for this series. The first contractor to accept becomes the locked-in contractor automatically, and the client is notified. Invite someone directly:
The date is simply left off that period's invoice — no charge, no credit. Only works before the covering invoice is generated; after that, use a credit instead.
You enter the amount yourself — it's never calculated for you. It appears as a credit line on the next invoice that's generated.
Cancellations are handled here after the client contacts you — settle any outstanding credits first. Nothing after the effective date is ever billed.
Company Policies
Publish the exact terms your organization will freeze into future proposal sends.
Publishing activates this version only for your organization’s future proposal sends. It does not create a public policy page or change any proposal, contract, or signature already sent or completed.
Reload this page to create the first company-specific draft from EventLock's starting language.
This locked version remains visible and active for future proposal sends until you deliberately publish a new draft.
Edits and saves remain private. The Published version above stays active and unchanged until you explicitly review and publish this draft.
Clients
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Persistent link — client sees current proposal + all past events. Great for regulars.
Contractor Roster
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Contracts
No contracts yet.
Finance
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Invoice Income vs. Collected
| Invoice # | Client | Period | Status | Amount | Outstanding |
|---|---|---|---|---|---|
Contractor Expenses
Committed cost is what each line item assigns a contractor; paid out comes from recorded payouts. The gap is what's still owed.
| Contractor | Committed | Paid Out | Owed |
|---|---|---|---|
Profit Margins by Contract
| Contract # | Client | Event Date | Revenue | Contractor Cost | Profit | Margin |
|---|---|---|---|---|---|---|
CSV exports are generic spreadsheet files — importable into any accounting tool. No direct accounting-software integration.
Settings
Company Information
Client & Contractor Message SMS Alerts
When a client or contractor sends you a message, we'll text this number so you don't miss it. Leave blank to turn off SMS alerts for your company — messages still show up in the app either way.
Default Contract Settings
Florida: no sales tax on most services. Check only what applies in your state.
Automated Client Follow-Up Emails
Default template + timing used for every new one-off proposal. Merge-fields: {client_name} {event_type} {child_name} {review_url}. Recurring-job clients (weekly kids nights, etc.) never receive these — one-off events only. Every email includes a required unsubscribe link. {review_url} (Post-Event Check-In only) links to the client feedback/tip/review page below.
Client Review & Tip Page
Clients reach this page from the post-event check-in email above. They leave free-text feedback, a 1-10 rating, and can tip your contractor(s) by card — 100% of the tip reaches them, your business absorbs the card fee. A rating of 8, 9, or 10 prompts the client with your Google review link below; ratings 1-7 are sent straight to your Notifications panel so you can follow up before it becomes a public complaint.
Leave blank to skip the Google review prompt entirely — no ratings will surface a review link until this is set. Find your link in your Google Business Profile → "Ask for reviews."
Payment Methods
Card Payments (Stripe)
Connect your own Stripe account so clients can pay by credit card directly from their portal. Keys are encrypted and stored securely — they are never echoed back here.
In your Stripe Dashboard → Developers → API Keys, create a Restricted key with permissions: checkout.sessions:write, payment_intents:read, charges:read, refunds:write. Then register a webhook endpoint at https://wdcsjdblavjylezohlxd.supabase.co/functions/v1/eventlock-stripe-webhook listening for checkout.session.completed, checkout.session.expired, payment_intent.payment_failed, charge.refunded.
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.
Change Password
Confirm your current password, then choose a new password with at least 8 characters.
Plan & Billing
Your current EventLock plan. Upgrade to unlock team rostering, card payments, and more.
Full Stripe checkout coming in Phase 2. Subscription management, card updates, and billing history will appear here once you subscribe.
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.
Coming soon — ask us for early access.
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.
⚠ Shown word-for-word to your client on their proposal. Do not include internal or private information.
✓ You can still edit notes while the contract is locked.
Already sent to the client. Make a change to enable saving or sending again.
Operator bookkeeping only — logs that a contractor was paid. No money is transferred.
This booking is cancelled — payment controls are disabled.
Loading check-ins…
No check-ins yet. On-my-way and arrival taps from the contractor portal appear here on event day.
Manual settlement only — recorded as ledger instructions. No automated transfer or card charge. The retained-margin portion is issued automatically as a client booking credit (usable on any future booking, expires in 12 months).
Manual settlement — no automated date change sent to contractors.
Downloads an .ics file — works with Apple Calendar, Google Calendar, Outlook, and any calendar app.