When the customer accepts or declines online

The customer can answer your quotation from the link, without calling you. When they choose an option, the system tells you at once so you can book it while they are still keen.

What the customer does

1. They open the link you sent. The page shows your agency's name and logo, the options side by side with the price per person and the total, and the cheapest one marked Best price.
2. They press Choose this option on one option, may add a note, and press Yes, choose it.
3. Or they press No thanks, may give a reason, and press Decline.

They can also press Ask a question to write to you on WhatsApp. After they choose, their page shows Your choice on that option and tells them you will confirm the booking and send the payment details.

The customer cannot answer when the quotation was already accepted or booked, or when its Valid until date has passed. They see that it expired and can ask you for a new one.

What you see when the customer accepts

• The status changes to Accepted, in the list and on the quotation.
• The quotation shows … accepted option …. Turn it into a booking when you are ready. with Create booking, and the chosen option's card is highlighted with Book this option.
• If the customer added a note, the quotation shows it as …'s note, with the date.
• A high-priority task, Book … option … for …, due today, is given to the person who made the quotation. It shows in Tasks.
• Owner's phone lists the quotation under Waiting for you, with Chose option …, the title and the total.
• The quotation is locked: it can no longer be edited, re-priced or sent. See How a quotation moves from draft to booking.

What to do next

1. Open the quotation from the list (filter Accepted), the task or Owner's phone.
2. Confirm availability with your supplier or hotel if needed.
3. Press Create booking on the banner, check the details and press Create booking again. See Turn a quotation into a booking.
4. Send the customer the booking confirmation and the payment details from the booking.
5. Mark the task as done in Tasks.

What you see when the customer declines

• The status changes to Declined.
• The quotation shows The customer declined this quotation. Duplicate it to send new options. with Duplicate.
• If the customer gave a reason, the quotation shows it as …'s reason for declining, with the date.
• The quotation can no longer be sent: the send buttons are hidden.
• Press Duplicate to make a new quotation with the same options, change what the customer did not like, and send it. See Duplicate, extend, decline or delete a quotation.

If something goes wrong

The customer may tell you they see one of these messages on their page:

• This quotation was already accepted: someone already chose an option on this quotation, or it is booked.
• This quotation has expired. Ask the agency for a new one.: the Valid until date has passed. Extend it and send it again, or duplicate it.
• Quotation not found: the quotation was deleted or the link is incomplete. Send the link again with Copy link.