Imagine you run an event décor hire business that uses JoliBiz #
Objective: You want to manage bookings, track inventory, avoid double hires, keep clients organised, manage deposits, control staff tasks, and deliver events smoothly — all from your phone using JoliBiz.
Booking and Managing Client Orders #
Situation:
- Clients book décor for weddings, baby showers, birthdays, or corporate functions. Dates overlap and WhatsApp messages easily get lost.
Action:
- You log each booking into JoliBiz with the event date, location, items needed, quantities, and collection/installation details.
- Reminders are automatically scheduled so nothing is forgotten as the event approaches.
Benefit:
- No more double bookings, missing notes, or last-minute confusion.
Saving Client Details and Preferences #
Situation:
- Clients often return for multiple events, each with different colours, themes, and setup instructions.
Action:
- JoliBiz stores each client’s details, style preferences, theme notes, and special requirements like colour schemes or layout sketches.
Benefit:
- Easy repeat bookings without repeating conversations — clients feel remembered and valued.
Loyalty Points and Special Discounts #
Situation:
- Repeat clients, planners, or venues often refer others but you need a way to reward them.
Action:
- JoliBiz automatically assigns loyalty points for each hire and sends discount vouchers or referral rewards.
Benefit:
- More repeat bookings and referrals without manually tracking incentives.
Subscription Packages and Prepaid Bookings #
Situation:
- Event planners or venues need décor often and don’t want to negotiate each invoice separately.
Action:
- You create prepaid or monthly packages in JoliBiz for recurring bookings, e.g. “4 Events Package” or “Venue Décor Membership”.
- Balances and remaining uses are automatically tracked.
Benefit:
- Predictable income for you and convenience for your clients.
Service Staff Management and Commissions #
Situation:
- You rely on assistants or setup teams who handle delivery, arrangement, collection, or styling — and you need to track their work.
Action:
- Each team member logs in with a PIN on JoliBiz. Their assigned tasks, deliveries, and services are tracked under their profile.
- Commissions or payments per event can be calculated automatically.
Benefit:
- Clear accountability and easier payouts without disputes.
Supplier Management and Purchase Orders #
Situation:
- You buy or rent items like tables, centrepieces, stretch tents, backdrops, linens, balloons, and floral decor.
Action:
- You capture suppliers in JoliBiz and create purchase orders when restocking or adding décor inventory.
- Expenses and supplier histories are tracked automatically.
Benefit:
- Controlled costs and clean records for every purchase.
Inventory Management and Low Stock Alerts #
Situation:
- Chairs, arches, tablecloths, centrepieces, lighting, and props can be double-booked or go missing without tracking.
Action:
- JoliBiz tracks each décor item and quantity in stock. When items are allocated to events, the system adjusts availability automatically.
- Low-stock alerts appear when replacement or repairs are needed.
Benefit:
- No double hiring and no surprises on the event day.
Service Staff Task Dashboard #
Situation:
- Big events need coordination: delivery, setup, floral work, lighting, cleanup, and collection.
Action:
- You assign tasks in JoliBiz (e.g. “Deliver chairs”, “Setup backdrop”, “Install lighting”, “Collect linens”).
- Each team member sees their responsibilities and updates progress in real time.
Benefit:
- Smoother events, fewer mistakes, and no arguments about who was supposed to do what.
Financial Management and Offering Credit #
Situation:
- Some corporate clients or planners want to pay a deposit now and settle the balance later.
Action:
- JoliBiz records deposits, credit limits, payment deadlines, and automatically sends outstanding reminders.
Benefit:
- Professional billing with less chasing and better cashflow control.
Document Management #
Situation:
- You need contracts, design briefs, permits, and venue agreements stored safely and quickly accessible.
Action:
- You upload documents to JoliBiz and tag them by client, event, or supplier.
Benefit:
- No lost paperwork and faster reference when clients ask questions.
Production and Inventory Deduction #
Situation:
- When you prepare centrepieces, balloon garlands, or décor sets, materials like ribbon, flowers, fabric, or frames get used.
Action:
- JoliBiz deducts inventory when you allocate or assemble items, so you know what’s left for future events.
Benefit:
- Prevents shortages and helps you cost jobs accurately.
Sales Return Management #
Situation:
- Clients sometimes change décor plans or need to swap items (e.g. 50 gold chairs instead of 30 white ones).
Action:
- You update the order in JoliBiz, record the return or replacement, and adjust inventory and billing automatically.
Benefit:
- Flexible changes without confusion or manual calculations.
Shipping Orders and Collection #
Situation:
- Some clients collect décor themselves, while others need you to handle delivery and setup.
Action:
- JoliBiz schedules delivery or collection, assigns drivers or staff, and tracks drop-offs and returns.
- Clients receive confirmations and digital receipts automatically.
Benefit:
- Smoother logistics, happier clients, and full visibility on every booking.
