Key concepts
Learn Joinways key concepts: workspace, venue, space, request (Inbox), event, quote, catalog, integrations and reports. How they fit together.
Joinways core concepts – quick recap
Workspace
Your shared environment containing all data: venues, events, leads, people, companies, quotes, and settings. Everyone in a workspace sees the same information (within their permissions). You land here after login; the sidebar (Leads, Events, People, Companies, Settings) belongs to the current workspace. You can have multiple workspaces if you manage several brands or legal entities.
Venue & spaces
A venue is the place you sell (castle, hotel, estate, event room). Configure it in Settings > Venues. Each venue has:
- General info (address, timezone, currency)
- Catalog (services, equipment, prices)
- Spaces (rooms, terraces, gardens) with capacity/surface
- Media (photos, floor plans)
- Billing profile (legal info, logo) used on quotes and invoices
A space is a sub-area of a venue (room, terrace, garden). Configure it in Settings > Venues > [venue] > Full venue & spaces (or Spaces). Each space has its own capacity/surface and can sync to a calendar. Every event is linked to a venue and often to a specific space.
Leads & Inbox
A lead is an incoming inquiry (email, Instagram, WhatsApp, form). All leads arrive in Leads (Inbox). AI extracts key info (date, guests, event type, budget, contact name) so you don’t retype it. From the Inbox, you qualify the inquiry and click Create an event to turn it into an event; extracted data is copied over.
Event
An event is the client folder for an opportunity or confirmed project. Create it from a lead (Create an event in Inbox), from Events > +, or from Calendar by clicking a time slot.
An event contains: venue/space, dates, contacts, quotes, email thread, tasks, notes, and files. It has a status (Option, Confirmed, Lost, Cancelled, etc.). Moving to Confirmed usually follows a signed quote. From the event you create quotes, send signature links, and generate invoices.
Quotes & invoices
A quote is your commercial proposal: lines of services, quantities, prices, and tax. Create it from the event’s Quotes tab (Create a quote / New quote). Lines can come from the venue catalog or be added manually.
Quote lifecycle: Draft → Pending (sent) → Accepted → Signed → Invoiced → Paid. Once signed, you can convert to invoice in one click; the invoice reuses the quote lines and amounts so you can track payment.
Catalog
The catalog is the predefined list of services for a venue (room hire, catering, equipment, etc.) with prices and tax. Manage it in Settings > Venues > [venue] > Manage catalog (or Catalog). When building a quote, you pull items from the catalog instead of retyping.
Integrations
Connect Joinways to your existing tools:
- Lead sources: Settings > Integrations > Sources (team email, Instagram, WhatsApp)
- Personal email: My account > Settings > Emails (Gmail, Outlook) to send/receive from Joinways
- Calendars: Settings > Integrations > Calendars (Google Calendar, Outlook Calendar) to show Joinways events in your agenda
Reports
Reports / Performance show funnel and performance metrics: response time to inquiries, lead-to-event conversion, signed revenue, and more, helping you monitor and improve your business.
See also
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