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 price settings. However, you have the freedom to adjust each quote that you create, by offering, for example, a special discount or by adding an extra service.

Also, on the website, guests can make bookings max. 3 years in advance. However, if you want, you can still create a booking manually from the Reservations or the Calendar sections, in case the guest is interested and contacts you directly via Facebook or phone.

If you want to add a reservation without a price, see how to create a reservation without a quote.

Here are the instructions on how to create a reservation in the mobile app.

💡 Note: If you receive a booking request via email, learn how to forward it directly into the reservation system, then create a quote for it.

Create a booking from Reservations

To create a booking from the Reservations tab, follow these steps:

1. Go to your left-hand menu and select Reservations.
2. Click Create reservation and select Create reservation with quote.
   
3. A slider will appear where you can fill in the Booking details and Guest details. Then click Next.
   💡 Note: On the mobile application, you can also set a default guest number.
4. On the following page, review the price details and add-ons. You can use the Plus or Cross icons if you need to modify anything, then click Next. 
   
5. Choose if you want to keep or deactivate Policy automation, then click Save.  
6. You will be taken to the reservation page. From there, a blue banner will appear with the message Quote ready to send. Simply click Send quote to send the quote to your guest.
   
   Then, the new booking will appear in your bookings and calendar.

Create a booking from the Multi Calendar

To create a booking from the Calendar, follow these steps:

1. Go to your left-hand menu and select Calendar.
2. In the top right corner, click the + icon and select Create reservation with quote.
   
   💡 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.
   
3. A slider will appear where you can fill in the Booking details and Guest details. Then click Next.
   💡 Note: On the mobile application you can also set a default guest number.
4. On the following page, review the price details and add-ons. You can use the Plus or Cross icons if you need to modify anything, then click Next. 
   
5. Choose if you want to keep or deactivate Policy automation, then click Save.  
6. You will be taken to the reservation page. From there, a blue banner will appear with the message Quote ready to send. Simply click Send quote to send the quote to your guest.
7. Then, the new booking will appear in your bookings and calendar.

💡 Notes:

• You can send multiple quotes to your guests. Find out how to Add a Quote.
• Once the check-out is completed, you can send an invoice to your guest.

Create a booking from the Single Calendar

Create a past booking

When connecting to an OTA or starting with Lodgify, not all reservations may be imported — depending on the source, reservation dates, and other factors. You can add these reservations manually. To do so:

1. Follow the same steps as when creating a booking with a quote, but make sure to deactivate Policy automation.

2. Mark the reservation as paid.
3. If you'd like to make sure this reservation is properly accounted for in your statements, you can then create the payment for the Statement.

What to do if the quote is not being sent to the guest

If you created a quote and tried to send it, but it didn't go through, it may be because the automatic message is disabled.

What is Policy automation

When creating a reservation, you can choose to activate Policy automation. This will help you automate certain tasks, such as:

• Payment schedule
• Cancellation policy
• Security deposit
• Quote expiry

Automate the payment schedule

When Policy automation is activated, the payments will follow the payment schedule configured in the policy enabled for this reservation (for example, 50% at the time of the booking). If disabled, you will need to manually charge each payment for the correct amount.

Automate the cancellation policy

When Policy automation is enabled, if a reservation is cancelled, the cancellation policy will be applied, and a refund may be processed if the conditions are met. If disabled, the refund will not be triggered, and you will need to issue it manually.

Automate the security deposit

When Policy automation is activated, if you have configured a pre-authorized security deposit, it will be pre-authorized at the scheduled date. If disabled, you will need to manually capture the security deposit.

Automate the quote expiry

When Policy automation is enabled, the quote will be set to expire after the time you configured in your policy. This means that if your guest doesn't accept the quote within the allotted time, the quote will expire and the reservation will be cancelled. If disabled, the quote will never expire, and you will need to manually deactivate it.