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Proposal or quote

364 bytes added, 15:46, 24 December 2020
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[[Category:Bookings]]
''This page explains how to create a proposal <div class="heading">Proposal or quote for a guest''.Quote</div>
1. Go This page explains how to SETTINGS-AUTO ACTIONS and create a manual Auto Action with the booking details which will be used to ask the proposal or quote for a 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 1: Create an Auto Action to send the proposal'''
Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT Y 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 "BookingsAdd 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".

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