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 prices 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 price, see how to create a reservation without quote.
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💡 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:
- Go to your Main Menu in the top left corner and select Reservations.
- Click Create Booking and select Create Booking with Quote.
- 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. - 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.
- Choose if you want to keep or deactivate the Policy Workflow, then click Save.
- 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 Calendar
To create a booking from the Calendar, follow these steps:
- Go to your Main Menu in the top left corner and select Calendar.
- In the top right corner, click Create Booking and select Create Booking 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.
- 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. - 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.
- Choose if you want to keep or deactivate the Policy Workflow, then click Save.
- 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.
💡 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.