Temporary hold or quote warning?
Jacques L
Registered: 6/2/14
|
Temporary hold or quote warning?
Jan 11, 2016 1:18 PM
Is there an easy way to hold dates for a specified amount of time? |
Chris Hynes
Registered: 10/19/12
|
Re: Temporary hold or quote warning?
Jan 11, 2016 5:12 PM
The easy way to do this is to convert the quote into a booking, and then set the pending booking flag. Pending bookings hold time in the calendar so other people can't book, but are automatically canceled as of the pending until date if payment isn't received. This should automatically happen for a check booking. |
Jacques L
Registered: 6/2/14
|
Re: Temporary hold or quote warning?
Jan 11, 2016 6:14 PM
Found the pending booking flag, and that'll work fine for my people. Thanks! |
Jacques L
Registered: 6/2/14
|
Re: Temporary hold or quote warning?
Jan 17, 2016 3:44 PM
I used the pending flag to hold dates for someone, but now they can't finalize their quote. If I give them the payment link, the only option for payment is 100%, but they should only be paying the 50% deposit... |
Chris Hynes
Registered: 10/19/12
|
Re: Temporary hold or quote warning?
Jan 18, 2016 11:16 AM
If you create a pending booking by hand, you'll have to set up the payments by hand as well (as in my second method description above). |
Jacques L
Registered: 6/2/14
|
Re: Temporary hold or quote warning?
Jan 19, 2016 8:50 AM
I set up the check payment method, so that looks like it'll work perfect to automatically go into the 'pending' mode, and save it for the week while the mail travels. |
Sam Westcott
Registered: 12/19/09
|
Re: Temporary hold or quote warning?
Jan 19, 2016 8:57 AM
Hey Jacques, you don't need to use the check payment method to do what you're after. You can have them use a credit card (instead of check) and have the card available to charge later all at the same time. It won't charge them until you confirm it later on. |
Jacques L
Registered: 6/2/14
|
Re: Temporary hold or quote warning?
Jan 19, 2016 9:32 AM
Perfect, thanks! |