Proposal or quote: Difference between revisions
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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". | |||