Back Forty Birmingham

Dashboard

Connecting…
ChanelBooks™ Command Center

Everything Chanel needs to run events beautifully.

Import a Tripleseat Booking Details CSV to begin.

Projected Revenue $0 Current event book
Active Events0

Current bookings

$
Outstanding Balance$0

Needs follow-up

Deposits$0

Collected or scheduled

Google Workspace

Google Calendar Sync

Ready to sync

Booked and tentative events can be added to Chanel’s Google Calendar.

Schedule

Upcoming Events

Status

Booking Overview

Revenue Mix

Food & Beverage

Follow-Up

Outstanding Balances

Schedule

Calendar

Quick Entry

Add Calendar Item

Full Event Quick Calendar ItemClick a blank day to start a quick entry.
SunMonTueWedThuFriSat

Manual Booking

Book an Event

Client Information

Event Information

Financial Information

Notes and Setup

TripleSeat Lead Connection

Not submitted Save the event, then create a lead in TripleSeat.
Open TripleSeat Leads

This creates a TripleSeat lead, not a confirmed booking. After submission, open the lead in TripleSeat and convert it to a booking/event. Required fields are first name, last name, email, and phone.

Follow-Up

Tasks

Official Booking System

TripleSeat

Open TripleSeat in New Tab

External Workspace

TripleSeat opens in its own secure tab

TripleSeat blocks embedded windows, so ChanelBook now uses reliable direct links instead. Keep ChanelBook open in one tab and TripleSeat open beside it.

Open TripleSeat Leads
Lead integration: Use Create TripleSeat Lead from a ChanelBook event, then open TripleSeat Leads to review and convert it.

Linked Events

Open Event in TripleSeat

Event Book

Events

Booking IDEventDateClientRoomStatusGrand TotalAmount Due

Directory

Clients

Financial Management

Finance

$
Revenue$0
!
Amount Due$0
F
Food$0
B
Beer & Wine$0

Payment Ledger

Payments

$
Total Payments$0

Imported payment records

Paid$0

Completed payments

D
Deposits$0

Deposit payments

Payment IDEventEvent #Event DateContactStateAmountPaid AtMethodKind

Revenue Reporting

Sales Reports

12
Best Month

$0

Σ
Reports Loaded0

Separate summary files

B
LocationBack Forty Birmingham

Data Intake

Import Center

Events Export

Imports event schedule, contact, guest count, room, financial totals, and owner information.

Expected example: events.csv

Payments Export

Imports deposits, balances, payment methods, payment dates, notes, and event references.

Expected example: payments.csv

Sales Summary

Imports monthly sales and annual totals. Multiple summaries can be retained as separate reports.

Expected example: sales_summary.csv

Automatic Detection

Drop any supported CSV here. ChanelBooks identifies it from the column headers and sends it to the correct page.

Supports events, payments, sales summaries, and Booking Details exports.

History

Recent Imports

Policy Management

Forms & Policies

Template 001

Event Details & Client Acknowledgment

Event Details & Client Acknowledgment

This form supplements the applicable BEO, proposal, invoice, and approved written amendments.

Type of Arrangement
Client & Event Information
Requested Services
No event selected. Choose an event above to link this form to its event record.
Client Acknowledgments & Disclosures

Please review each item carefully. By checking the boxes below and signing this form, the client confirms that the event information, requested services, menu, setup, timing, pricing, and policies shown in this document are understood and approved.

Menu / Arrangement Changes 14 days before the event
Final Guest Count 7 days before the event
Full Refund Cancellation 30 days before the event
Partial Refund Cancellation 14 days before the event
Default Deposit 50%
Remaining Balance Due 7 days before the event
Final Client Approval & Electronic Signature
Draw Client Signature Use a mouse, finger, or stylus.
No signed approval has been saved yet.

Event Records

Forms & Documents

Total Forms0

All saved form records

Drafts0

Still being prepared

Signed0

Client-approved forms

Document ID Event Event Date Client Status Version Saved Signed By Actions

Visual Setup Planner

Event Map

Choose an event to create or edit its setup map.
Event LayoutDrag items • click to edit • snap-to-grid enabled
Barrel Room

Data Protection

Backup & Recovery

Protection Status

No backup created yet

Data locationThis browser
Last backupNever
Events0
Clients0

Google Drive

Store the Downloaded File

Save each backup inside a Google Drive folder named ChanelBooks Backups.

Recovery

Restore From Backup

Select a ChanelBooks `.json` backup. Current browser data is replaced only after confirmation.

No file selected.

Important

How the Web Version Saves

Opening the site in a different browser or computer starts empty until the newest backup is restored.

Workspace

Settings