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Step-by-step guide

Send a quotation

Price a booking request and send it to your client on WhatsApp.

  1. Step 1: Open the booking

    Open the request from Bookings and tap Send quotation.

    A booking request, with the Send quotation button marked 1.
  2. Step 2: Add a title and your prices

    Give the quotation a title. Packages the client picked are already added at your prices; change, add or remove lines as you like.

  3. Step 3: Send it on WhatsApp

    Tap Create quotation, then Share via WhatsApp to send the link. If the client gave an email, they get it by email too.

    A sent quotation, with Share via WhatsApp marked 1.
  4. Step 4: Confirm once they accept

    The client accepts or declines from the link. When they accept, tap Confirm booking and the booking becomes Confirmed. A quotation stays open for the days you set in Business Settings; if it expires, you can extend it by 3 days.

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