Create a ceremony
- Choose New Ceremony. Add a clear title, date, location and the main participants.
- Select the ceremony type. Use a standard type or a custom one, and choose a compatible template if needed.
- Check the type before saving: it determines the starting structure. Open the ceremony to begin preparation.
Prepare the content
Meetings holds recordings and transcripts. Notes holds free text. Questionnaire organises answers by section. Ceremony Script is the editor. Files & Media keeps documents and photos with the ceremony.
Participant names can be reused when creating a meeting. Check who is attending each conversation before transcribing it.
Follow the enquiry and agreement
Use Enquiries to follow new work through quotation and confirmation. Open the associated management record to keep the client, agreed amounts, payments, professionals and tasks together.
The ceremony's preparation phase and the commercial stage describe different things. Update each when the work or the agreement changes.