Topics

Confirm Quote / Held Booking

If you have created a quote or held a room for a customer, they may contact you to confirm their option. You can easily update the status of their booking and make amendments before sending them a confirmation.

Upgrade Hold to Booking 

  • Open customer’s held booking.
  • Amend the booking’s details as necessary (for example, add a payment or credit card details, or update the public and private notes).
  • Select if you want an email sent.
  • Update the status from On Hold to Confirmed in the Status drop down option.
 

The Held option will now be a confirmed booking.

Upgrade Quote to Booking

Go into the customers quote details by entering the reference in the Bookings List in the Retrieve/search option in the menu and clicking on the reference number.

  • Amend any booking details as necessary (for example, add a payment or credit card details, update the public and private notes).
  • Select if you want an email sent.
  • Click the Accept button and iBex will automatically assign a unit to the booking and send a confirmation email (if selected).

It will now be a confirmed booking and you can view it on your Bookings calendar.