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Consultations, proposals and milestones
The three working tools inside a project: the appointment handshake, the structured proposal that sets the terms, and the milestone schedule you collect against by hand.
Consultations and appointments
Appointments come in three types - consultation, fitting, and pickup - and three formats: In person, Virtual, or Client can choose (fittings can never be virtual-only). Consultations are unpaid - no consultation fee exists on Tailore.
Open availability windows in your calendar
Slots come only from availability windows you have opened - no windows, nothing to offer.
Propose up to 3 slots
Use Propose times (or Schedule another appointment) and pick up to three slots from your availability.
The client picks or declines
The client taps Confirm appointment on one slot, or None of these times work. A request expires after 48 hours or at the first offered slot, whichever is sooner.
Meet
Reminders go to both parties 24 hours before. For Virtual, you supply the meeting link - there is no built-in video or calendar integration. The exact address or link stays hidden from the client until the appointment is confirmed.
Reschedules reuse the same handshake, need a reason, and respect your per-type policy: a 24, 48, or 72 hour cutoff and a client reschedule limit of 0, 1, or 2 (default 1).
Proposals: the terms of the project
A proposal is structured and versioned - a document the client approves, not a chat message. Create project proposal builds it: itemized cost lines (shipping is a line inside the total), a payment schedule of 1 to 4 named rows, the deposit treatment with a plain-language note, per-item due windows, the fulfillment method (Ship to client, Local pickup, In-person handoff, or To be confirmed), an estimated date and fittings count, and the Scope & terms, Revisions & change orders, and Cancellation blocks, stamped with the Payment Policy.
Sending it moves the project to Agreement; you can withdraw while pending. Approve proposal locks the terms, sets the total, and mints the first payment request automatically - approving "accepts the project scope, price, payment schedule, delivery details, and applicable policies. Work begins after any required initial payment is received."
Changing terms later
There is no client "request changes" button - negotiate in messages, then send revised terms with Revise project terms. The client approves or declines the new version; until then "the current approved terms stay in force." A raised price, changed currency, raised deposit, later delivery date, changed fulfillment method, or scope-notes edit after agreement needs a client-approved revision. Once money settles, the total can never fall below what has been paid, and paid rows freeze.
A proposal can go out with To be confirmed, but the project cannot enter Fulfillment until a final method is approved - plan a revision before handover.
Milestones: collecting as you go
Each schedule row carries a trigger - On proposal approval, On concept or sketch approval, On mock-up approval, After a fitting is completed, Before shipment or pickup, On a specific date, or Custom milestone. Triggers are stated expectations, not automation. When one is reached, you raise the next row by hand with Request deposit or Request final balance.
Nothing charges on its own
As the schedule footer puts it: "Payments are collected in order, and you request each one by hand when its trigger is reached - nothing is charged automatically." If you never request a payment, no one is charged.
Two native approvals mark agreement along the way: Design sign-off ("Confirms you're happy with the design so production can continue.") and Fitting sign-off ("Confirms the fit is right so the studio can finish the piece."). They record agreement - they do not move the stage. System cards in the thread record proposals, payments, measurements, appointments, and delivery automatically.
Common questions
No - no consultation fee exists on Tailore. Price the paid work in the proposal instead.
Middle rows must be named for what they mark - a generic "Payment 2" is refused. The first-on-approval row is the deposit, and the Full payment, Deposit, and Final balance labels are applied automatically.
No. Sign-offs record the client's agreement at that milestone; the stage only moves when you use Advance - see How projects work on Tailore.
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