@Jakob Johnston I think what Alex means is relying on the client to be honest about their numbers

@Jakob Johnston thanks Jacob this helps a lot 🙏🏼 With my niche tho, the booked appointment I provide isn’t necessarily when the customer pays. There is usually financing involved and a design process for the project then a follow up appointment when the customer actually pays. Any tips for this or is it more about setting expectations with my client and having full access to their calendar to track things better?