Building quotes & bookings
- 🎥 Building your first quote
- 🎥 Adding event information / booking information.
- 🎥 Adding dates to a quote
- 🎥 Using the quote builder
- 🎥 Adding a title into a quote
- 🎥 Applying a monetary discount to a line item
- 🎥 Apply a discount as a line item
- Apply a % discount to a line item
- Deleting a line item from a quote
- Adding a damage waiver to a quote
- Adding taxes to a quote
- Creating customer notes
- Uploading attachments to quotes
- 🎥 How to change a quote to a booking.
- Hiding product rates in a quote
- Applying additional fees to a quote
- Adding a quote the customers dashboard
- Removing a quote from the customers dashboard
- What is the customer dashboard?
- 🎥 Sending a quote to the customer
- Adding optional extras (up selling) to a quote
- Moving line items in the quote
- Bulk Add Line Items to quote
- 🎥 How to see how many times someone has viewed a quote
- How to create tasks / follow up
- How to send a personal email with the quote
- How do I add delivery/set-up & collection/take-down dates?
- Adding a custom line item to a quote
- Add additional names and emails to a booking | Secondary contact info.
- How to build a quote for a large event that requires multiple tents in the same size.