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Merchant Onboarding Flow

New merchants onboard via a 3-step flow (client/components/merchant/onboarding/):

Lead Management Flow

Lead Status Lifecycle

Proposal Creation Flow

BEO (Banquet Event Order)

After a booking is confirmed, merchants can generate a BEO document (beo/BEODocument.tsx) containing:
  • Event details, setup time, table setup
  • AV requirements, staffing requirements
  • Customer and venue contact information
  • Financial summary

Analytics Dashboard

analytics/AnalyticsPage.tsx powered by merchant_analytics_v3 view shows:
  • Total leads, wins, pending, accepted, connected, lost
  • Average group size, average lead value
  • Average response time (hours)
  • Lead distribution by category
  • Top budget tiers

Subscription Plan Limits

Merchant actions are governed by their subscription_plans record: