Proposal or quote: Difference between revisions
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'''Step 1: Create an Auto Action to send the proposal''' | '''Step 1: Create an Auto Action to send the proposal''' | ||
Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT | Go to {{#fas:cog}} (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. | ||
'''Step 2: Create a "Request" booking''' | '''Step 2: Create a "Request" booking''' | ||
Latest revision as of 11:12, 19 March 2025
This page explains how to create a proposal or quote for a guest.
Step 1: Create an Auto Action to send the proposal
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.
Step 2: Create a "Request" booking
Click on "Add booking" and create a new booking with the status "Request".
Step 3: Send proposal
Go to the "Mail" tab of the booking and send off the Auto Action E-mail to the guest.
Step 4: Confirm or cancel the booking
When the guest confirms the booking change the status to "Confirmed". If not set the status to "Cancelled".