CRM KitsEvent venues
Every space, every date. Every hold on your terms.
A booking grid for event venues: every space down the side, the next fourteen dates across the top, and in each cell the contracted date, the first and second holds with the expiry dates your venue set, and the site visits booked. Firsthold keeps holds, site visits, bookings, event-day run sheets and the next 90 days by space in one connected workspace, and it never turns a guest count into a capacity.
See every space by date, with every hold ranked.
A needs-attention strip, then fourteen dates of spaces: contracted dates as solid blocks, first holds outlined, second holds dashed and site visits dotted, each written out in words. Holds past or near the venue's expiry, holds on a date another booking contracted, run sheets still open in the last two weeks and visits with no outcome lead.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Booking grid operating view
- Holds operating view
- Site visits operating view
- Bookings operating view
- Run sheets operating view
- Dates ahead operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable booking checklists and preserved row history
four pipelines
- Venue bookings · 8 stages
- Wedding bookings · 8 stages
- Corporate and group events · 7 stages
- Holds and date requests · 6 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Site visit preparation
- Site visit follow-up
- Hold expiry review
- Contract check
- Event week run sheet
- Close-out
- Final walkthrough
- Space options follow-up
- Hold release note
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Event inquiry
- Site visit request
- Vendor arrival details
- Hold confirmation
- Event-day run sheet
- Site visit notes
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional bookings across four spaces: ten open (one inquiry, one visiting, four on hold and four contracted), one closed out and one released, with 12 space dates, 11 site visits, 19 run sheet lines and 84 checklist steps. Sample edits stay in memory and reset on navigation or reload.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set business name, descriptor and default pipeline name. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers are required for connected booking creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep every run sheet cue exactly as typed, refuse access codes, Wi-Fi passwords, logins, card numbers and Social Security numbers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked booking holds the event kind, the planner and event manager, guests as the contact gave them, the inquiry, contract and close-out dates and the recorded quote, plus every space date with its hold rank and the venue's own expiry date, every site visit with its outcome, every run sheet cue with its owner, and an editable checklist.
Firsthold records what the venue held, contracted, showed and ran. Hold expiry dates are the ones your venue sets; Firsthold never sets or extends them. Guest counts are what the booking contact gave and are never totalled or compared with a space. It keeps no capacity, occupancy, fire-code, liquor-license, insurance or accessibility field and makes no such claim. It books no calendars, sends no reminders or messages, takes no deposits or payments and collects no signatures. Load-in, dock, gate, door and alarm codes, Wi-Fi and app passwords, payment card numbers and Social Security numbers are refused in recorded text and in the native form drafts.
Four optional pipeline templates and nine inactive workflow drafts. 12 fictional in-memory bookings.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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Questions
How do I receive the kit?
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
Does this include Seedly CRM?
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Is this one connected workspace?
Firsthold keeps its light side rail across the kit views and native CRM tools in the same signed-in account. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Can I use it with existing customizations?
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
Do I have to import all the starter content?
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Can I remove the examples and starter content?
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
Can different subaccounts use different kits?
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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