Hi,
We’re looking to introduce a client area for our event production business.
Our core service is entertainment/a band for weddings (although we do other events too) and we need an area to both capture data/info from the client and also to provide certain documents, contract sign-off etc.
- customise client area with photo of the couple/client
- capture info such as dates/venue/music list/requests/timings, itinerary for the day with times/dietery requirements, custom notes (for both client and us)
- back office notes/fields (not to be seen by client)
- document repository for us to provide documents) as well as a client upload area
- alerts/notifications for us and client on update as well as x days before 2025 for some required info
- locked fields after submission (manual lock by us & x days before date)
- contract acceptance would be a nice to have
- another nice to have would be to create a ‘pack’ from all the information provided in a downloadable form such as a PDF but in the style of a brochure
What we do is very visual so we need to be able to easily customise the client area. I’ve had a look through the various extensions too and not sure which exactly we would need to achieve the above. Some advice would be appreciated.
