La Create SpaceEvents CRM
La Create Space

The events CRM for
La Create Space

An event-management and sales tool built for the La Create Space team and our Square partners. It brings guest check-in, appointments, and customer research into one place, so every event runs smoothly and every business owner we meet gets a prepared, personal conversation.

Access is limited to approved La Create Space team members and partners.

Event check-in

Guest lists sync from Eventbrite. Door staff search a name and check people in with one tap, watching live arrival counts for every session.

Appointments & booking

Consultations sync from Square Appointments. Reps see their day at a glance, check customers in, and book follow-ups on the spot.

AI meeting briefs

Before a meeting, the app scans the customer's own website and drafts a short brief: what the business does, its services, and useful talking points for the conversation.

Same-day follow-up

Meeting notes become a personal recommendations email the rep reviews and sends before the customer leaves the parking lot.

Lead capture

Walk-ups are added in seconds — scan a business card and the details fill themselves, synced to the Square customer directory.

Google integration

Team members sign in with Google; administrators can export briefing documents to Drive and send team onboarding emails from the connected account.

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La Create Space

Welcome back

Sign in to your account workspace. New users appear as pending until an admin approves them.

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Set your password

Welcome! Choose a password for signing in — you can also always use Google or an emailed magic link.

Dashboard

Happening today

My upcoming appointments

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My briefs

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Briefs

Every brief in one place — search by customer to open their full workspace.

Appointments needing briefs

Upcoming appointments without completed research — open one and run AI Research before the meeting.

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Complete & all briefs

Search any customer — open their profile to run AI Research or generate the quick brief from the Briefing tab.

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Appointments

Appointments from Square Bookings — all of today plus the next 90 days. Tap one to open the customer's record.

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Past 90 days

Most recent first. Tap a row to open the customer's record.

Leads

Search the directory first — if they're not here yet, add them.

New lead

Met someone who isn't in Square yet? Scan their business card or type it in.

Take a photo — AI fills in the fields below.

Directory

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AI Research

Quick website scan — what they do, services & pricing, how they operate, Square fit, and what to say. Usually well under a minute.

Quick brief

Their website summarized (about, services, how they operate) plus Square status, appointments, and recommended services. No website on file? It says so. Needs an email.

Open Google Doc →

AI Briefing

Customer details

Events

Interests

Review

Removes the profile, its notes, and app links (unknown/junk records). Any Square customer record is kept.

Rep Notes

Purchase History

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Book Appointment

Booking needs a Square customer record — generate a brief for them first, or book from the Square dashboard.

Wrap up the meeting

Composes a personal recommendations & next-steps email from your notes and the AI research — with Square links and event talking points they can act on.

Events

Eventbrite events — open one to see who's arrived and check guests in at the door.

Upcoming

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Past events

View on Eventbrite →

Reports

One day, the whole story — RSVPs, arrivals, appointments, comments, and a leadership-ready CSV.

Pick a date to build the report.

Help

How every page works — playbooks for the door, reps, and admins.

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Admin

Approve staff, sync Square team members, and manage access.

Approve staff

Square sync

Sync team members (with booking photos & bios) so appointments group by the right rep. Appointments load live from Square; event RSVPs sync when an event is opened.

Google connection

Powers Doc export and the branded onboarding emails (sent from your Gmail). Reconnect once after any permissions change.

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App configuration

Choose exactly what appears in the app on site — only checked reps take appointments here, and only checked services can be booked.

Reps in this app

Unchecked reps are hidden from Appointments and booking dropdowns.

Run "Sync Square Team Members" first.

Bookable services

Sync to load the service list.

Auto-approve domains

Anyone signing in with a verified email on these domains is approved automatically as Staff — no waiting for manual approval. Everyone else lands in pending. Owner-only setting.

Approved / pending users

Team member

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