Glossary: every Joinways keyword

This glossary brings together, on a single page, the words you'll meet throughout Joinways. Understanding these few notions is enough to get comfortable with the tool without ever hesitating on the vocabulary. The terms are grouped by theme so you can find your way faster.

Inquiries & qualification

Inquiry — An incoming message (email, Instagram, WhatsApp or form) captured by Inquiries, before any qualification.

Lead — An inquiry identified as a genuine opportunity that you can convert into an event.

Inquiries — The unified view that gathers inquiries from all your channels in one place.

Channel — A source of inquiries connected to Inquiries: Gmail, Outlook, Instagram, WhatsApp or website form.

Extraction — The AI reading a message to pull out the key details (event type, dates, attendees (Pax), budget, contact information).

Scoring (inquiry quality) — The AI's assessment of an inquiry's quality to help you prioritize it.

Conversion — Turning an inquiry or a lead into an event created in Joinways.

Source — Where an inquiry came from, tracked in reports to measure each channel's performance.

Events & venues

Event — The central record for a project: dates, spaces, contacts, quotes, function sheet and history.

Venue — Your establishment. A venue contains one or more spaces and its own catalog.

Space — A bookable room or area within a venue, with its capacity (e.g. reception hall, garden).

Availability — The bookable state of a space on a given date; used to avoid double-bookings.

Date blocking — Making a space unavailable over a period (a held option, maintenance, a private event).

Closure day — A date when the venue hosts no event, importable in bulk into the calendar.

Conflict — An overlap of events on the same space and date, flagged before it becomes a problem.

Attendees (Pax) — The number of expected attendees, used for pricing and logistics.

Function sheet (BEO) — The operational roadmap for the day: timing, spaces, covers, services, instructions.

Staff — The list of people working an event, with their role and time slot.

Notes & files — The details captured and documents (floor plans, contracts, inspiration) stored in the event record.

Public access — A link given to the client to view their quote, sign and follow their event, with no account needed.

Quotes & invoicing

Catalog — Your reusable services (rental, catering, options) that you add to a quote.

Quote — The priced proposal sent to the client, viewable and signable online.

Line item — A priced entry on the quote (service, option, discount), with quantity and unit price.

E-signature — The online validation of a quote by the client, with the same legal value as a handwritten signature.

Amendment — A tracked, signable change to an already-signed quote, without losing the original version.

Invoice — The compliant accounting document generated from a signed quote.

Numbering — The legal sequence assigned automatically to each invoice, configured in billing settings.

Deposit — A partial payment collected at signing, before the balance, via the Stripe connection.

Budget & revenue — The discussed budget, expected revenue and signed amount of an event, tracked to manage profitability.

CRM

Contact (person) — The point of contact for an event (the bride, an HR manager, an agency).

Company — The organization that groups several contacts and events for your B2B accounts.

Pipeline — The view of your opportunities by stage, to track where each deal stands.

Task — A follow-up action attached to an event and assignable to a team member.

Email template — A reusable message to reply faster and keep a consistent tone across your whole team.

Role — The access level assigned to a team member, which defines what they can see and do.

Automation & AI

Workflow (automation) — A “trigger → condition → action” sequence that acts on your behalf.

Trigger — The event that starts a workflow (new inquiry, signed quote, an approaching date…).

Condition — A criterion that filters whether a workflow runs (event type, venue, amount…).

Action — What a workflow carries out (send an email, create a task, change a status…).

Enrichment — The automatic completion of company records by AI (industry, size, website).

AI email assistant — The AI that drafts a reply, in the right tone, straight from Inquiries.

Call transcript — The transcript and automatic summary of a client call, kept in the CRM.

MCP connector — The bridge that lets you query and drive your Joinways data from Claude, in natural language.

API key — A credential generated to connect Joinways to your tools via the REST API, with permissions and revocation.

Reports

Inquiries view — The report on inquiry volume, acceptance rate and response time, by source and venue.

Commercial view — The report on pipeline, conversion rate and signed revenue, by venue, channel and salesperson.

Accounting view — The report on confirmed net revenue dated at delivery, revenue per attendee and forecast, venue by venue.

Conversion rate — The share of inquiries or quotes that end in a signature.

KPI — A key indicator shown on your dashboards (inquiries, conversion, response time, signed revenue).

Custom report — A tailored report included in the Pro and Enterprise plans.

💡 Good to know: the same client can appear as a contact (the person) and be linked to a company (the organization). That link is what gives you a 360° view.

See also

Key concepts in Joinways

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