Create a booking with a quote

A quote allows you to add prices, rental agreements, and policies to a booking. When you add a quote, you give your guests a complete and transparent overview of their booking. The system automatically calculates the exact price based on your rates settings, however, you have the freedom to adjust each quote that you create: you could, for example, offer a special discount or add an extra service.  

๐Ÿ’ก NoteOn the website, guests can make bookings max. 3 years in advance, however, if you want, you can still create a booking manually in the Reservations or the Calendar, in case the guest contacts you directly via Facebook or phone.

๐Ÿ’ก NoteIf you receive a booking request via email, learn how to forward it directly into the reservation system, then create a quote for it.

Where... How to get there...
Create a booking in the Reservation System
  1. Go to your Main Menu in the top left corner and select Reservations.
  2. Click the green button Create Booking and select Create Booking with Quote.
    2019-11-05_1150.png
Create a booking in the Calendar
  1. Go to your Main Menu in the top left corner and select Calendar.
  2. In the top right corner, click the green button Create Booking and select Create Booking with Quote.2019-11-05_1152.png
๐Ÿ’ก Note: You can also simply click on the calendar on the start date and then click on the end date. A little window will pop up where you can select to create a booking for the selected dates.

 

Then...

  1. A slider will appear where you can fill in the Booking details and Guest details. Then click Next. 
  2. On the following page, review the price details and add-ons. You can use the Edit button if you need to modify anything, then click Next
  3. Choose if you want to keep or deactivate the Policy Workflow, then click Save.  
  4. A new slider will open up where you can send a message to the guest.

The new booking now appears in your bookings and calendar.

๐Ÿ’ก Note: you can send multiple quotes to your guests. Find out how to Add a Quote.

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