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Send quotations

The quotation facility can be used if you’re taking a telephone booking and the customer then needs to go away at the last minute to check something and get back to you before committing to the booking – this enables you to store their details and have a reference of the price you’ve quoted. It will show up as a yellow bar in your bookings list.

NB. You cannot go on to convert the quotation into a booking; you would have to start again but the customer details will have been stored to speed up the process a little bit for you.

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Notes

There are three types of notes that you can use to manage your bookings – found under the ‘Notes’ tab in each individual booking.

Admin/In House notes are for you to share within your business. If you need to give another member of staff information about the booking then you do so here. These notes are not seen by the customer.

Customer Notes are for you to share with your customers and within your business. A customer note can be placed in an email or invoice. You can use them to acknowledge a special request or inform your customer of a detail regarding their booking.  Customer notes are placed in an email or invoice via the use of a token.

Housekeeping Notes are for you to share with your cleaning staff. The housekeeping notes are shown on the housekeeping report.

Every note entered displays the staff member’s initials and the time the note was made – this allows you to keep track of who’s had contact with your customer.

 

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Take telephone bookings

Step 1Firstly, once you have logged into your account and you are on the home page click ‘New Booking’. This will take you to the page below. You should start by adding the date the booking was initially made. For example, although you’re only adding the booking to the system now, it could have been confirmed with the customer a day ago.

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Make a new booking

New Booking is a mirror image of the customer facing booking screen seen on your website.  However, through New Booking in the back office you will have more options to amend the booking, apply discounts, insert or create additional add-ons, internal notes and much more.