...you will see that the automatic Activities have now been generated for this booking.
The booking has now been confirmed, and is ready for the customer to check in.
Video 1 - Putting an Enquiry into Pending
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Video 2 - Confirming a Booking
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If the customer wishes to confirm the quote that you have sent them, the enquiry must be put into 'Pending' status, and then be confirmed. Once an enquiry has been confirmed it becomes a booking and will then appear on the availability grid. This process is shown in the graph on the right.
As you can see, until the enquiry is put into pending, the enquiry can be lost, and until the customer has checked in, a booking can be cancelled. Instructions for making an enquiry a booking can be found in the videos above or in the written instructions below.
In order to start the process of confirming a booking, you must first go through the Enquiry and Quotation stages.
Putting an Enquiry into Pending
1 - Start by opening the quotation and selecting 'Edit'.
2 - Select the Room Stay in Quoted status.
4 - This will give you the option to Book. Note that if the Billing Account does not have all the information required to send an invoice, you will be advised of this when hovering over the Book button. Update the Billing Account details as advised before proceeding.
5 - Assuming all information is updated in the Billing Account, you can proceed with Book.
6 - You will be asked to confirm your selection as this will save all changes made to the Booking.
7 - The Room Stay will be placed in Pending status. At this point, you can take payment or cancel the booking, but regardless, the unit availability has now been blocked for this booking.
8 - Additionally, if you click on the Sales Invoices tab...
...you will see that the invoices have been created.
Confirming the Booking
9 - Proceed by taking payment (or not, if the Billing Account has a credit limit) and then edit the booking.
10 - You now have the option to Confirm the booking.
11 - This will update the booking to Confirmed status. This will not change the unit availability as it has already been blocked out, but...
...if you go to the Activities tab...
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We have a new drop down box on each booking for "Send Emails To" - this will default to the Email Defaults setting in CRM Companies but can be overwritten on a per booking basis. |