1
Check availability
1
Open the Leopard Planner, look up the date
2
Confirm no existing booking or conflict
3
Verify current pricing is correct in Square before quoting
2
Gather details
1
Name and contact phone number
2
Type of event
Wedding, birthday, corporate, reunion, etc.
3
Estimated guest count
4
Desired time — full day or half day?
5
Any catering needs?
If yes, refer to Event Catering SOP.
3
Record in Leopard Planner
1
Write in PENCIL on the selected date
Customer name · event type · guest count · time.
2
Do not write in pen until deposit is paid
4
Process deposit in Square
1
Event Space (variable) → enter amount
$350 full day / $175 half day
2
Add note: customer name + event date
3
Process payment
4
Update Planner entry in pen
5
Write remaining balance in Planner
Any staff member should be able to see what's owed.
5
Follow-up
1
Issue written confirmation to customer
Date, time, amount paid, balance owed, contact name at Cherrywood.
2
Check in 1–2 weeks before the event
Confirm headcount, finalize catering if applicable.
3
Assign a staff contact for the day of
The customer should know who to ask for when they arrive.