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How Bookings Connect to Projects, Invoices, and Galleries

Use an expanded booking as the hub for production, invoicing, questionnaires, contracts, and delivery.

Expand a booking to access its projects, invoices, contracts, questionnaires, and galleries.

  1. The expanded booking is the client hub

    Expand a wedding or other job in Bookings to see its details, notes, invoices, and linked actions.

    Expanded Lemlii wedding booking showing Contract, Gallery, Questionnaire, and Invoices
    Expanded booking workflow actions and invoices
  2. Contracts

    For weddings, select Create contract. Once it exists, you can use Edit contract, Open contract, or Copy contract link. Send the link separately.

  3. Questionnaires

    Use Questionnaire to open the client’s questions and responses. Keep private notes in the booking.

  4. Invoices and payments

    Use Booking actions > Create invoice for a new invoice. Open existing invoices under Invoices to review or record payments.

  5. Projects

    Open Projects to manage editing progress, due dates, and production status.

  6. Delivery galleries

    Select Create gallery to set up delivery. After creating it, use Edit gallery, Open gallery, or Copy gallery link.

  7. After creating a contract or gallery, its Create action changes to open, edit, and copy-link actions. You still need to send the link to the client.

Notes

  • Creating a gallery opens Delivery with the booking already selected.
  • These actions create or open connected records; they do not automatically send a client-facing link.