Request for Customizable Client Workflows and Welcome Messages

Suggestion
Requested by Guerdine Cadet about 1 month ago

I currently use your platform for my photography business, and I'm expanding into event rentals as well. I'm wondering if there's a way to manage both businesses under the same business name of course more efficiently within the same account.

Ideally, I'd love one of the following options:

1)The ability to have two separate business profiles under the same account (one for photography and one for event rentals), each with its own branding, contracts, invoices, tax rates, billing instructions, questionnaires, and client experience.
2)Or, if that's not possible, the ability to create templates for different services. For example, when I create a booking, I could choose a **Photography** template or an **Event Rental** template, and it would automatically populate the appropriate contract, invoice, tax percentage, billing instructions, questionnaires, and any other documents for that specific service.

I'd also love more flexibility with the welcome message that clients receive. Right now, it seems to be a fixed message, but I'd like the ability to completely customize it for my business. Ideally, I would be able to edit the default welcome message once, and have that version automatically sent to all of my clients instead of the standard message. Even better would be the ability to create different welcome message templates that correspond to the type of booking (Photography vs. Event Rentals), so clients receive information that is specific to the service they've booked.

Overall, having customizable templates for the entire client experience—from the welcome message to contracts, invoices, tax rates, questionnaires, and billing instructions would make it much easier to manage multiple services within one business account.

Is any of this currently possible, or is it something that's planned for a future update?

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