Difference between revisions of "Proposal or quote"
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''This page explains how to create a proposal or quote for a guest''. | ''This page explains how to create a proposal or quote for a guest''. | ||
| − | 1. Go to SETTINGS-AUTO ACTIONS and create a manual Auto Action with the booking details which will be used to ask the guest to confirm the booking and if required to make a payment. For further instructions on how to create auto actions please use the context help (? icons) and click on HELP (top right) of this page. | + | 1. Go to SETTINGS-GUEST MANAGEMENT-AUTO ACTIONS and create a manual Auto Action with the booking details which will be used to ask the guest to confirm the booking and if required to make a payment. For further instructions on how to create auto actions please use the context help (? icons) and click on HELP (top right) of this page. |
| + | 2. Click on "Bookings" and create a new booking with the status "Request". Go to the "Mail" tab of the booking and send off the Auto Action E-mail to the guest. | ||
| − | + | 3. When the guest confirms the booking change the status to "Confirmed". If not set the status to "Cancelled". | |
Revision as of 12:34, 12 March 2018
This page explains how to create a proposal or quote for a guest.
1. Go to SETTINGS-GUEST MANAGEMENT-AUTO ACTIONS and create a manual Auto Action with the booking details which will be used to ask the guest to confirm the booking and if required to make a payment. For further instructions on how to create auto actions please use the context help (? icons) and click on HELP (top right) of this page.
2. Click on "Bookings" and create a new booking with the status "Request". Go to the "Mail" tab of the booking and send off the Auto Action E-mail to the guest.
3. When the guest confirms the booking change the status to "Confirmed". If not set the status to "Cancelled".
