A few details to confirm before this becomes a real client card.

For anyone already booked elsewhere (like HoneyBook) — creates their client card directly, no lead pipeline involved.

For a batch of clients already booked elsewhere (like a HoneyBook export) — paste the CSV content below. Missing columns are fine; anything not found is just left blank rather than blocking the import.

Write it once — each vendor gets their own individual email, never a group send. Nobody sees who else was messaged.

This lands in their portal under Documents & Forms for real.

For anyone who isn't a booked client — a prospect, a favor, a sample. Won't touch your Dashboard or Finances numbers.

Fill this in yourself from a call, email, or paper form — these are the exact same questions the couple would see in their own portal.

Splits automatically into a 50% retainer, then two 25% payments.

For forgotten work or corrections — entered after the fact rather than through a live timer.

AVLW doesn't process this payment — the couple pays the vendor directly. This just records that it happened.

For fixing numbers that came over from HoneyBook incorrectly — this changes the underlying contract total and retainer directly, not just what's displayed.

Corrects this table directly in the seating workspace — since it's already its own independent copy, this is the only way to fix something here after "Open For Seating."

Most of what happens next gets drafted for your review — nothing sends automatically except where noted.

Creates a real event on your hello@ calendar and moves this lead to "Discovery Scheduled."

Shows up in their portal on the date you pick — your call, whenever it feels right for them.

Moves them out of your active list — nothing is deleted, and you can unarchive anytime.

Review before sending — this never goes out automatically.

Creates a real event on your hello@ calendar.