Glossary: every Joinways keyword

Inquiry, event, slot, stage, package, vendor, client form, agent: every Joinways word defined in one line.

Aktualisiert am 3. November 2026

This glossary defines in one line the words you come across in Joinways, grouped by theme. An underlined term links to the article that covers it. To see how these concepts connect, read Key concepts in Joinways.

What you'll learn

The vocabulary of the workspace, venues and team.
The words for inquiries, events and the BEO.
The terms for quotes, invoicing, the agent and reports.

Workspace and team

Workspace: your Joinways account, with its team, settings and subscription.
Teammate: a person invited to the workspace. Teammates are managed in "Settings" > "Teammates".
Role: what a teammate can do: "Owner", "Admin", "Member", "Operations" or "Read-only".
Venue access: the venues a teammate sees: all venues or some of them. It is set in the teammates' venues column.
Plan: your subscription. A new workspace starts with a 30-day Pro trial, no credit card, then moves to the Free plan without a subscription.
Two-factor authentication: a six-digit code asked at sign-in on top of the email, generated by an authenticator app.
Getting started guide: the three steps offered in the sidebar after sign-up: receive your inquiries, reply as a team, prepare a first quote.
Demo data: example events created as long as no inquiry arrives. They archive themselves at the first real inquiry.

Venues and spaces

Venue: a property you sell, with its opening hours, catalog, billing profile and BEO settings.
My venue: the sidebar entry that opens the venue's page directly when the workspace has only one.
Space: a bookable room or area in a venue, with its capacity.
Combination: a space made of several rooms, read on those rooms in the planning.
Whole-venue rental: a venue set to be rented only as a whole: it is booked without choosing a space.
Closure: a period when a venue or space hosts no event (works, holidays).
Billing profile: a venue's legal details (company name, address, VAT number), printed on its quotes and invoices.

Inquiries

Inquiry: a message about an event project, before it becomes a booking. Synonym: lead.
Inquiries: the page that gathers inquiries from all your channels, in three tabs: "To process", "Converted", "Rejected".
Inquiries mailbox: the address your clients write to (contact@, events@…), connected to Joinways or forwarded to it.
Forwarding: a rule in your email provider that sends a shared address's emails on to Joinways. It only brings in new emails.
Platform: a booking website (Kactus, Naboo, Funbooker…) that sends you inquiries by email.
Chrome extension: the extension that completes a platform inquiry from the platform's page.
Inquiry form: the Joinways form embedded on your website, whose submissions land in "Inquiries".
Extraction: AI reading of a message to pull out the date, headcount, budget and contact details.
Source: the channel an inquiry came through (direct email, platform, form…), tracked in the reports.
Marketing source: the advertising origin of an inquiry: Google Ads, Meta Ads, Microsoft Ads, Facebook / Instagram or a utm value.
Conversion: turning an inquiry into an event, with the "Convert" button.

Events

Event: the central booking: dates, spaces, contact, quotes, BEO, tasks and emails.
Status: where the sale stands: "Hold", "Confirmed", "Lost" or "Canceled".
Hold: an event's starting status: the date is offered to the client but not confirmed yet.
Stage: a subdivision of a status that you define. Joinways can move it forward on its own, never backward.
Slot: a space booking within the event, on a day and a time range, with a name, a room setup and a headcount.
Double booking: two events on the same space at the same time. Joinways flags it on the planning.
Guests: the number of people expected, used for pricing and logistics.
Staff: the people working an event, with their role and hours.
Team discussion: an event's internal thread, with @ mentions.
Public access: the link given to the client to view their quote, sign and follow their event, with no account.

BEO

BEO: the document for the day of the event (banquet event order): program, slots, quantities, setup and instructions.
Client form: the questions the client fills in online to prepare their BEO.
Vendor: an outside supplier (caterer, DJ, florist) attached to an event, who receives a link to their services.
Included at the venue: what the venue provides at no extra cost, shown on the client's BEO.

Quotes and invoicing

Catalog: a venue's items (room hire, catering, equipment) with their price and VAT rate.
Package: an item made of other items. The client reads a single line, each item keeps its VAT rate.
Quote: the priced proposal sent to the client, attached to an event: "Draft", "Sent", "Accepted", "Signed" or "Rejected".
Platform quote: a quote issued by a platform for your venue, tracked in Joinways.
E-signature: the client's online signature of a quote, with a code received by email.
Amendment: a change to a signed quote, tracked and signable, without losing the original version.
Rental contract: the contract generated from the quote and signed online.
Invoice: the accounting document created from an accepted or signed quote.
Deposit: a share of the amount requested before the event, based on the venue's settings.
Legal details: see Billing profile. They are asked the first time you send a quote.

Contacts and follow-up

Person (contact): an event's point of contact: a bride, an HR manager, an agency.
Company: the organization that groups several people and events.
Enrichment: automatic completion of a company record (website, phone, address, registration numbers). Only empty fields are filled.
Task: a follow-up action attached to an event, a person or a company, assignable to a teammate.
Email template: a reusable message to reply faster.

Agent, automations and API

Joinways agent: the assistant that answers your questions and prepares actions. Nothing changes without your confirmation. It opens from "Agent" or with ⌘J.
To approve: the list of actions prepared by the agent that wait for your approval.
New inquiry triage: the setting that lets the agent read each incoming inquiry and prepare the reply. Pro plan only.
Automation: a "trigger, condition, action" rule that acts for you (follow-up, task, email).
MCP connector: the link that lets you query and drive Joinways from Claude.
API key: a credential to connect Joinways to your tools through the REST API.

Reports

Reports: five tabs: "Inquiries", "Sales", "Confirmed revenue", "Clients" and "Operations".
Goal: the revenue targeted for a month and a venue, compared with actuals and the forecast.
Forecast: the revenue expected over the period, with the win probability of open holds.
Conversion rate: the share of inquiries or quotes that end in a signature.
Loyal client: a client who booked several times, tracked in the "Clients" tab.

Frequently asked questions

Are "inquiry" and "lead" the same thing?

Yes. "Lead" is the sales word, "inquiry" the one used in the interface.

What is the difference between a venue and a space?

The venue is the property, the space is a room inside it. The catalog and billing profile belong to the venue, the capacity to the space.

What is the difference between a status and a stage?

The status is the same in every workspace. The stage is a subdivision you create within a status.