Streamline AutoBooking

Courtney D. shared this question 3 months ago
Answered

Hi Folks, I’m new and really just getting started. I want for the booking process to be as streamlined as possible for my clients, including being able to pay their deposit at the time of quoting to secure their reservation, without waiting on my “approval” or contacting the client first. How might I be able to have a client go straight into checkout (deposit + contracting) automatically after receiving their quote?

Comments (2)

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Good morning, it has to go through the quote process in order to move to the contract, as soon as they push the book now button they will get the contract and be able to sign and pay right there.

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You can have your system set up to send them an email as soon as they do the quote too and if you have IO phone you can have it send a text link to them to remind them to book now you can also change the wording on there button from get a quote to start a reservation or whatever you wanted to say

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