How to convert a quote into a booking
Select the “Quotes” Tab from the menu on the
left-hand side of the screen.
Search for and open the desired quotation. On the “General Information” Tab, select the version you would like to be converted into a booking.
Click “Create Booking”:
A new window will open. Select the leg you wish to convert, as well as the number of pax if it is a Pax Banded quote:
Click “Save & Close”.
Another new window will open asking if you would like to create a confirmed or provisional booking:
Provisional Booking: Used when the client is not yet sure whether to confirm or not, but would like to hold the accommodation space.
Confirmed Booking: Used when a client is decisive about confirming the booking.
If you choose to create a provisional booking, a new window will open showing the provisional booking number:
The booking will now appear under the “Bookings” Tab.
If you choose to create a confirmed booking, a new window will open asking you to confirm the information. Be sure to click the 3 coloured dots to select the appropriate product:
The booking will now appear under the “Bookings” Tab, and will now include an analytical number.
Once the quotation has been converted into a booking (provisional or confirmed), you are no longer able to work on the version of the quotation being converted.
Search for and open the desired quotation. On the “General Information” Tab, select the version you would like to be converted into a booking.
Click “Create Booking”:
A new window will open. Select the leg you wish to convert, as well as the number of pax if it is a Pax Banded quote:
Click “Save & Close”.
Another new window will open asking if you would like to create a confirmed or provisional booking:
Provisional Booking: Used when the client is not yet sure whether to confirm or not, but would like to hold the accommodation space.
Confirmed Booking: Used when a client is decisive about confirming the booking.
If you choose to create a provisional booking, a new window will open showing the provisional booking number:
The booking will now appear under the “Bookings” Tab.
If you choose to create a confirmed booking, a new window will open asking you to confirm the information. Be sure to click the 3 coloured dots to select the appropriate product:
The booking will now appear under the “Bookings” Tab, and will now include an analytical number.
Once the quotation has been converted into a booking (provisional or confirmed), you are no longer able to work on the version of the quotation being converted.