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Linkvoy

Move every qualified lead toward a confident booking.

Keep packages, proposals, contract evidence, invoices, payment records, and booking readiness connected to the same opportunity.

Start free See the booking flow
Linkvoy lead record showing completed proposal, contract, and payment requirements with a booked recommendation.
Booking readiness is calculated from the commercial records already attached to the lead.

Build the booking from one connected lead.

Package details become proposal options, and the client’s selection stays attached to the opportunity that started the conversation.

  1. 1

    Choose a package

    Start from a reusable service package with a consistent scope and price.

  2. 2

    Create the proposal

    Turn the right package into a lead-specific offer with clear options and terms.

  3. 3

    Share securely

    Give the client a limited link to review the proposal and select an option.

Keep contract evidence with the booking.

Create and share the agreement from Linkvoy, then record externally signed evidence when both sides have completed signing outside the platform.

The agreement, signer, evidence date, document link, and internal notes remain connected to the lead. Linkvoy does not claim to provide native legal e-signatures.

Linkvoy lead booking record showing an accepted proposal and externally signed contract evidence.
Proposal selection and contract evidence remain visible on the same qualified lead.
Linkvoy paid booking retainer with external payment instructions, a manual payment record, and attached proof.
This retainer was paid outside Linkvoy and recorded with the client-provided proof.

Track the retainer without becoming the payment processor.

Linkvoy keeps the request, instructions, proof, payment record, and balance together while the actual transfer happens through the planner’s chosen provider.

  1. 01Create an invoice or retainer request
  2. 02Add external payment instructions or a payment link
  3. 03Record payment proof or a manual payment record
  4. 04Keep the remaining balance visible

Know when the lead is ready to become an event.

Linkvoy evaluates the records already attached to the lead, so event work starts only when the booking requirements are satisfied.

See how event planning continues

Booking requirements

  • Proposal option selected

    The client has selected one proposal package option.

  • Contract evidence recorded

    A signed contract or externally signed evidence is recorded.

  • Payment requirement satisfied

    A paid invoice or retainer satisfies the payment requirement.

The event keeps the context

  • Client and contacts
  • Event dates and service
  • Proposal, contract, and payment records
  • Notes and activity context

Ready to create event

The commercial requirements are complete and the planning workspace can begin.

A traceable booking flow—not a payment or accounting platform.

Linkvoy keeps connected

  • Reusable packages and lead-specific proposals
  • Contract records and externally signed evidence
  • Invoices, payment proof, and manual payment records
  • Booking readiness and lead-to-event conversion

Handled outside Linkvoy

  • Native legal e-signatures
  • Planner-client payment processing
  • Automatic bank reconciliation
  • Full business accounting

Related workflows

Continue through the connected operation.

Give every qualified lead a clear route to booked.

Bring the commercial steps and the planning handoff into one connected record.

Start free See event planning