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Client interaction log Date, time, and summary of each conversation or communication (emails, phone calls, meetings).
Calendar
July 2025
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Reminders:
Event Details Summary:
- Event Preferences:
- Preferred event types (e.g., luxury weddings, corporate galas), décor styles, favorite vendors, and venues.
- Dietary Restrictions:
- Important for catering vendors.
- Entertainment Preferences:
- Favorite music genres, bands, or DJs.
- Personal Preferences:
- Preferred communication style (email, phone, in-person), favorite flowers, color palettes, or other significant design preferences.
- Family & Guest Details:
- Important personal details (children's names, spouse, VIP guests).