The Sheet page tells you what every column means. This one shows you when to touch them, using a real booking that is on the campus this month. Follow it once and you can run any booking.
A women's retreat in the Cedar Chalet, August 27 to 30. It is the first facilitated event Boulder Creek has run, so every step below actually happened. The rows shown are the real ones.
An email or a form comes in. Somebody wants dates. Nothing is promised yet. Make the row now, even though almost nothing is known, so the ask cannot get lost in an inbox.
The dates work and the campus fits. You send a quote and put the dates on the calendar so nobody double books them. The dates are now spoken for, but no money has moved.
The deposit lands and the agreement comes back signed. Both. Not one. A yes on the phone is not this step, and neither is a deposit without a signature.
Two weeks out you need a real headcount. Until you have it, the number in the row is a guess, and the Sheet has a column that says so. Put the column name in assumed and the board marks that cell as unconfirmed instead of letting a guess look like a fact.
When the real number arrives, change party_size to it and empty the assumed cell. That is the whole move.
Balance settles at arrival. After they leave, the last thing you do is write what happened in notes, in your own words, for the person who runs the next one.
These are the only three words on the Sheet today, and they are enough. Each one means a real thing changed in the world, not how anyone feels about it.
Someone raised a hand. Nothing is promised and no dates are held.
Quoted and penciled in. No money yet, so it can still fall through.
Both in hand. Anything less is still Held.
Pulled live from the Sheet. This is what good and not-yet-good look like side by side.
| Column | What it says | Should be |
|---|---|---|
| status | Held | Confirmed. The deposit is in, so once the signed agreement is confirmed this moves. |
| deposit_paid | TRUE | Correct. |
| party_size | 14 | 14 is the ceiling, not the count. Put party_size in the assumed cell until the real number lands. |
| assumed | blank | Should say party_size. Blank tells the board the 14 is a fact. |
| phone | blank | Fill it. The day-before text needs a number. |
| spaces | Cedar Chalet | Correct, as long as Tamarack on the calendar belongs to the other event that weekend. |
| notes | A paragraph of money math and old deadlines | Trim to what is still true. Money lives in the money columns. |