Boulder Creek
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The calendar standard · print this

What to type on a calendar event

Everyone looks at the calendar first. It has to answer "is this actually booked?" without anyone opening a thing.

The whole rule
Put the status first.
No tag means it is booked.

Three words to remember. If an event is fully booked, leave the title clean. If it is not solid yet, say so at the front.

The three tags

That is the entire list. Nothing else goes in front of a name.

no tag
It is booked. Money and a signature are both in.
Miller Wedding
Most events look like this, so the calendar stays clean and the tagged ones stand out.
PENDING
Agreement and deposit are out, but not both back yet.
PENDING - Dirk Family Reunion
The dates are being held. This is the one that needs chasing.
QUOTED
We sent them a number. Waiting to hear back.
QUOTED - Austere Surgery Course
Nothing is held yet. Someone else can still take these dates.
INQUIRY
Someone asked. That is all so far.
INQUIRY - Corporate Retreat
On the calendar so we can see the interest, not because it is real.
Colour is a bonus, not a requirement

If you want it readable from the month view without opening anything, set the event colour to match. The tag is what counts, so never worry about getting the colour on. Tag it and move on.

Basil = booked Sage = pending Tangerine = quoted Banana = inquiry

What the Sheet does with each one

The calendar keeps three words. The Booking Sheet carries a bit more detail, and it fills that in from your tag. You never have to touch it.

→no tag becomes Confirmed
→PENDING becomes Pending contract
→QUOTED becomes Quoted
→INQUIRY becomes Inquiry, and someone marks it Qualified in the Sheet once it clears the fit read. That word never goes on the calendar.

Never put these in a name

The board matches bookings by name. Anything extra makes the same event show up twice.

×Percentages. Miller Wedding 100%
×Brackets or notes. [contract pending] Miller Wedding
×Any status word other than the three above.
×Headcounts, prices, or reminders. Those go in the description.

Two more things

✓Same group, second visit? Same name. The dates make them different bookings.
✓Units go in the description, one per line. The board reads them.
✓The board strips the tag off. You get "Dirk Family Reunion" on the board, not the tag. Write it once here.