Booking CRM
WW

BOOKING CRM

Warren Will · one passphrase each

Lutho · team viewWarren · client view

Wrong passphrase — try again

Follow-up loop NewContactedRepliedNegotiatingConfirmed · 50% depositPlayedRebook

TIMELINE

CLIENT BOARD

Type
Title
Details (Warren sees this)
Price (approvals only)
Owner
Priorität
Fällig bis (optional)

TASKS · WHO'S RESPONSIBLE

LIFECYCLE

FOLLOW-UP QUEUE

BOOKINGS PIPELINE

CLIENTS · PROMOTERS, VENUES & BOOKERS

WHATSAPP BUSINESS

WHATSAPP CONTACTS

INNER CIRCLE

UPCOMING GIGS

INVOICES

RECENT ACTIVITY

BUSINESS

Legal name (invoice issuer, §14 UStG)
Address — one line per row
Steuernummer
USt-IdNr (optional)
IBAN
Default VAT scheme

✓ Saved — new invoices use these details

Issuer block on every invoice. Steuernummer + IBAN never appear in Warren's view or in activity logs.

SERVUS,
WARREN.
Your booking business — live ·

YOUR GIGS

+ Add a confirmed gig
Date
Fee € (optional)
Venue / event
City
Set length (optional)

✓ Added — it's on your dashboard & in the CRM

Confirmed dates only. This lands in the CRM instantly — the team handles deposit + contract follow-up from there.

RECHNUNGEN

YOUR CALL

WE NEED FROM YOU

📇 NEUER KONTAKT PER VISITENKARTE

NameDrop oder Kontakte-Export (.vcf) — prüfen, einmal tippen, im CRM.

+ Add a contact (promoter, venue, anyone)
Name
WhatsApp number
Email
Role
Note (optional)
Visitenkarte importieren (.vcf)

✓ Added — the follow-up loop has it from here

Promoters & bookers automatically get a follow-up task. Easiest: forward whole WhatsApp threads to the "WW CRM Log" group — we extract the rest.

WE'RE WORKING ON

COMPLETED

LATEST MOVEMENT

Questions or something to add?
Just WhatsApp Lutho — that's the whole process.