Lesson Progress:

In this lesson, you will learn how to book a client in Sprout Studio. 

Make sure you've done the prerequisites: 

To Create a booking proposal: 

  1. Click “Leads” on the left to open your leads list. 
  2. Click on the Lead you would like to book. 
  3. Click “Booking Proposal” on the left. 
  4. Click “Price List” and then click the price list you want to apply. 
  5. Click “Add Offering” to add the packages you are offering to the client. 
  6. Click “ADD A Payment” to record payments already received. 
  7. Click “Single Payment” to create one invoice or click “Payment Schedule” to create multiple invoices. 
  8. Click “Collection Method” to chose how the payment will be received. 
  9. Click the “Send Proposal” toggle on the right to enable sending the booking proposal. 
  10. Click “Select contract” on the right to apply a contract to the booking proposal. 
  11. Click “Publish + Email” to make your booking link live for viewing and open your default booking email. 
  12. Click “Send Now” to send your booking proposal email to your client.  

Variation

How to book a lead into a shoot manually: 

  1. Open the Lead you want to book. 
  2. Click “Booking Proposal” on the left. 
  3. Click “Price List” and then click the price list you want to apply. 
  4. Click “Add Offering” to add the packages you are offering to the client. 
  5. Click “ADD A Payment” to record payments already received. 
  6. Click “Single Payment” to create one invoice or click “Payment Schedule” to create multiple invoices. 
  7. Click “Collection Method” to chose how the payment will be received. 
  8. Leave the “Send Proposal” toggle on the right off to enable manual booking. 
  9. Click “Manually Book” to complete converting the Lead into a shoot. 

Variation 

To add a shoot manually: 

  1. Open the Shoots page
  2. Click the “Add New” button 

Check out these help docs about Booking clients in Sprout Studio.