Back Forty Birmingham

Today's Queue

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Back Forty Birmingham · Daily Operations

Good morning, Chanel

Your work queue is being prepared.

Today 0 items need attention

Action Center

Today's Priorities

Schedule

Today's Calendar

Shortcuts

Quick Actions

Work Queue

Needs Attention

Event Book

Upcoming Events

Google Calendar ready

Booked and tentative events can be synchronized.

Schedule

Calendar

Quick Entry

Add Calendar Item

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

Gmail Detection Queue

New Leads Review

No Gmail scan recorded.

Emails checked0
New leads found0
Squarespace found0
Duplicates skipped0
Needs review0
Run a Gmail scan to review candidate leads.

Gmail CRM

Leads

Contacted0

Follow-up started

Converted0

Moved to event book

Σ
Total Leads0

Saved in ChanelBook

Pipeline

Lead Inbox

0 leads
No leads have been imported yet.

Lead Details

Select a lead

Import an inquiry from Gmail or choose a saved lead.

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.

Square Invoices

Event Invoice

Not created

Save this event before creating a Square invoice.

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.

Google Workspace

Gmail Inbox & Lead Intake

Open Gmail
Checking Google connection…

Connect Google Workspace in Settings to load recent messages.

Recent Mail

Inbox

0 messages
Inbox has not been loaded.

Message Viewer

Select an email

Choose a message from the inbox to view its sender, date, subject, and preview.

Historical Event Records

Archived Events

Archive

Events

0 events
No archived events.

Event Details

Select an archived event

Review history, documents, forms, and Square references without altering financial records.

Completed Business

Lead Archive

No archived leads.

Protected Recovery

Recycle Bin

0 items

Deleted records remain recoverable until permanently deleted with credential confirmation.

Recycle Bin is empty.

Workspace

Settings

V13.0 Integration

Google Workspace

Not connected

Connect one Google account for Gmail, Calendar, Drive, and Sheets. ChanelBook stores the refresh token in your Cloudflare KV binding.

GmailCalendarDriveSheets

Use Connect Google Workspace to authorize access.

Payments Integration

Square

Not tested

Square credentials remain encrypted in Cloudflare. ChanelBook creates draft invoices first and sends them only after your confirmation.

CustomersOrdersInvoicesWebhooks