Send a guest a proposal or quote by creating a booking with the status Request and emailing the details with a manual Auto Action. When the guest accepts, you confirm the booking.
Send a proposal
Steps:
- Go to Settings > Guest Management > Auto Actions and create a manual Auto Action with the booking details. Use it to ask the guest to confirm the booking and, if needed, make a payment. For help with the settings, click the question mark icons, or Help at the top right of the page.
- Click Add booking and create a booking with the status Request.
- Go to the Mail tab of the booking and send the Auto Action email to the guest.
- When the guest replies, change the status:
- Guest accepts: Confirmed.
- Guest declines: Cancelled.
Expected result: the guest receives the proposal by email, and the booking status shows the outcome.