How To Record Payments & ROI

Marking client payments is how you measure your ROI with Forever Booked.

1. Go to "Track Leads" at the sidebar then select the client you want to update.

2. Update the “Status” to "Won."

3. Update “Opportunity Value” with the sale amount.

4. Hit “Update.”

1. Find the client in the "Conversations" tab then click the Opportunities icon at the right.

2. Select the opportunity card.

3. Update the “Status” to "Won" and “Opportunity Value” with the sale amount.

4. Hit “Update.”

💵 NOTE: Make sure to mark the total sale value and not just the cash collected. For example, if you sell a $4000 package but collect $2000 up-front, record “4000” for the Opportunity Value.