Login into Excel; go into (task forms) white highlighte area are new inquires that need to be completed.

New window, log into quickbooks; create a new estimate. Click (add customer) and click (add new)

From excel collect clients (First, Last name, Mobile number and email.) add these into new customer contact information form in quickbooks and press (save.)

Add wedding/event date to (expiration date)

Check if angelique is available for that date, if not add LEAD to the artist name section

to check amount of artist needed you will have to figure out the start time. (each service is booked for an hour)

Add clients services, trial services (if requested) day of services and all travel fees

Calculate Angeliques travel fees (if she is booked) If not you will book a lead artist to cover her, and if needed an assisting artist to assist.

add any additional fees such as early bird fees or tolls. Terms & Conditions has additional fees to be familiar

Check if client also applies for a package, if so create a new estimate for package

Double check if artist travel fee is included in that package so your not over charging a travel fee

open a new window on gmail

compose message from templates and edit template to customize to the clients

When all is complete, in task forms change color code to Phase 2 (salmon color)