Apartment Group

Head office

One configuration per venue — menus, spaces, extras, rules and deadlines — plus the CRM feed.

Sales system feed
Connected

When a booking is confirmed in the sales system, a wedding is created here automatically with the couple's details, package and deadline schedule. In this demo the same path is available manually under the coordinator's new enquiry form.

Last sync 13 Sept, 09:29 · 1 failure(s) in the last 30 days

Field mapping

From salesInto the portalNotes
Deal IDExternal referenceIdempotency key. One deal, one wedding.
Deal nameWedding nameEditable by the coordinator
wedding_dateWedding dateDrives every deadline and reminder
venueVenueOne of the eight
package_tierPackageSets inclusions, wine allowance, in-package extras
expected_day_guestsDay guest estimateShown against actuals
expected_evening_guestsEvening guest estimateShown against actuals
amount / deposit_paid / contract_signedBooking summaryRead-only
Deal ownerSales contactFor handover queries
sales_notesHandover notesVerbal promises the coordinator must honour
ceremony_on_site / accommodation_in_packageSection switchesYes/No
Associated contact 1Partner 1Creates the first login
Associated contact 2Partner 2Optional

Recent activity

  • Polled deals API — 0 new booked deals13 Sept, 09:29
  • Deal HS-482910 imported — Ferreira & Lambert created12 Sept, 09:29
  • Deal HS-479001 failed — venue property empty, sent to admin queue9 Sept, 09:29