1. Run my morning sweep.
New inquiries, quiet quotes, installs, payments, and inventory risks.
Balloon decorator quick start
Set up before the install
Use one completed job to confirm your records, install windows, inventory checks, and safety boundaries before daily use.
Before you connect anything
Keep the first pass small. Booked Solid should learn your real operating rules without receiving more access than the work needs.
- Install the current desktop build.Choose your platform from the download hub.
- Keep your source files intact.Back up your job records before the rehearsal and do not alter a live booking for the test.
- Write down your working rules.List your service area, install windows, venue access rules, materials, staffing, and who approves money or dates.
- Connect only what you need.Use your own browser and accounts. Never paste passwords or private keys into a playbook.
Terminal cheat sheet
Remember four requests
Open Claude Terminal inside your BookingHQ and say one of these. Booked chooses the current subscribed Play and keeps money, dates, purchases, and client messages behind your approval.
2. Qualify this balloon inquiry and draft the first reply.
Captures the event, design, venue, budget, timing, and missing details.
3. Build a decor quote with delivery, install, and teardown.
Uses your real recipes, rates, logistics, and policies, then waits for approval.
4. Prep this install with its recipe and pull list.
Checks quantities, colors, backups, vehicle, access, timing, teardown, and balances.
First real rehearsal
Five checks before the desk earns your trust
Use a private rehearsal copy of a completed job. Keep the real customer record read-only, and do not contact anyone, reserve stock, place an order, or change a live schedule.
- 1
Create a private rehearsal copy from one completed decor job. Keep the completed source read-only.
- 2
On the rehearsal copy, confirm the event date, venue, contact, agreed scope, fee, and anything that still needs venue confirmation.
- 3
Run an inventory conflict check on the rehearsal copy and confirm every result cites a real record or says it is unknown.
- 4
Draft one change order on the rehearsal copy and confirm it never sends, charges, reserves stock, or promises a date.
- 5
Use undo after one saved rehearsal edit and confirm the previous value returns before you work on a live booking.
Decor work stays under your control
The system can prepare drafts and surface conflicts, but a person approves scope changes, fees, dates, purchases, inventory reservations, and client messages.
Change Order
Creates an unsent draft when a client changes scope, colors, quantities, location, or timing.
Inventory Conflict Check
Finds overlaps in decor, equipment, crew, delivery, install, and strike windows without reserving anything.