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Clients, Projects & Bookings

A preview of the client, project and booking workspace using sample records. Changes stay in this browser session.

Active clients

6

Active projects

7

Upcoming bookings

5

Deadlines due soon

1

Deposits not recorded

2

Outstanding balance

$7,510

Completed this month

0

Payments recorded this month

$2,530

Today (1)

Bookings recorded for today.

Gift-box design consult

Consultation · Confirmed

This week (3)

Bookings in the next seven days.

Studio session — favor bags

Nov 1, 2026 · Confirmed

Wholesale pickup — Willow

Nov 1, 2026 · Tentative

Grove Street supply walkthrough

Nov 4, 2026 · Confirmed

Projects at risk (2)

Past their target date or with an overdue balance.

Fall print catalog order

Ready for Delivery · due Nov 2, 2026

Wholesale candle pricing plan

Waiting on Client · due Oct 28, 2026

Waiting on the client (1)

Nothing moves until they come back to you.

Wholesale candle pricing plan

Harper Lin Studio

Deposits not recorded (2)

A deposit is expected but nothing is recorded yet.

Wedding favor bags — 80 guests

Due Oct 28, 2026

Planter workshop series

Due Oct 31, 2026

Deliverables due (3)

Due soon and not marked delivered.

Fall print cartons

Due Oct 29, 2026

Supply bundle quote (PDF)

Due Nov 4, 2026

Wholesale price tier sheet

Due Oct 24, 2026

Follow-ups due (2)

Reminders you set for yourself.

Bright Lane Co.

Confirm final box count · due Oct 30, 2026

Harper Lin Studio

Chase volume estimates · due Oct 29, 2026

Recently completed (0)

Finished in the last 30 days.

Nothing here right now.

Nothing is sent, charged, ordered or confirmed with anyone. This only records what you decided.