Placeful 2.3 — private events, distribution, guest CRM & ops intelligence
Highlights
- Calendar display rules — venues pick what the public booking widget shows per condition (closed, sold out, suspended, draft, upcoming, sales-expired, ended, unavailable): show or hide, whether the booking panel opens, and which badge renders — status label, places left, total booked, booked/capacity, percent booked, or custom text.
- Rule cascade — display rules resolve company → event type → event, so a venue sets defaults once and narrows them per type or per event; seats, times and areas follow the same model, including a "Closed" label for fully-closed days on the areas calendar.
- Per-embed overlays — a
data-cal-displayJSON attribute on the widget button (orcal_displayon the embed session API) tailors visibility and badges for one integration without touching the company's defaults; overlays are whitelist-sanitized and can never bypass booking, tenant or capacity gates. - Booking reminders, opt-in — automatic pre-event reminders now follow explicit switches: a company master switch, an event-type default and a per-event flag (existing venues start off — enable under company settings). Staff can still fire a manual reminder per booking or per event.
- Safer deletes — seats, areas, tables and events only refuse deletion while a live (non-terminal) booking references them; cancelled, expired and refunded bookings no longer block cleanup, and waitlist entries on a deleted target are closed through their own transitions instead of dangling.
Private events & sales
- Lead inbox — a public inquiry form captures private-event requests into a manager inbox with statuses and assignment.
- Proposals & BEO — a document engine builds proposals/banquet-event-orders from bookings, with e-signature and PDF output.
- Payment schedules — deposits and installments on inquiries, card-on-file capture and F&B minimum shortfall tracking.
- Tentative holds, approvals, buffers, quotas — expiring soft holds with reminder nudges, an approval workflow for area requests, per-area turnover buffers and per-user booking quotas.
- Recurring bookings — weekly/monthly series for staff-created reservations, all-or-nothing.
Revenue & distribution
- Dynamic price rules — day-of-week and days-out percentage modifiers that stack multiplicatively, scoped venue-wide, per area or per event.
- Stripe Terminal — card-reader registration and
card_presentpayments straight on the order pad. - Channel links — per-channel UTM booking URLs (Google Business Profile, Instagram, Facebook, custom) on the widget tab.
- Venue groups — multi-venue groups with an opt-in shared guestbook, a sister-venue fallback on sold-out widget days, and a cross-venue roll-up report.
- Reserve with Google — merchants/services/availability feeds plus the v2 booking server (check, create, cancel, list) behind an opt-in flag.
Guest CRM
- Surveys & reviews — post-visit survey engine with review routing.
- Tag rules, segments, campaigns, journeys — auto-tagging rules, guestbook segments, one-shot campaigns and lifecycle journeys (birthday, anniversary, win-back).
- Email capture — a public widget that feeds the guestbook.
- Gift cards — resend, balance lookup and a branded printable card.
Operations
- Door ops & check-in — door lists, event check-in and booking add-ons, plus hold recovery and booking source attribution.
- Pre-shift briefing — a per-service report of covers, VIPs and notes for the floor.
- Staff radio — WhatsApp-style push-to-talk with voice clips, read receipts and a PWA dock composer.
- Scheduling intelligence — demand forecasting from booking history feeds the shift solver; a swap pool covers offer → claim → approve; a labor-vs-sales report tracks a venue-set labor-% target.
- Tip pooling — the day's settled payment tips split proportionally across approved worked minutes, frozen into auditable shares.
- Manager logbook — dated, categorized shift notes for the handover.