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How does a customer go in and modify an event booking? Add or delete a rental?
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I have a customer that has a current event booked for June 11th and they want to add a rental. How do they go in an modify what they have already paid a deposit on?
The same question
You can simply edit the lead's event tab and add the new equipment. If they've already signed the contract, there is a snapshot created of the contract template that's signed. In the contract tab of the lead, you can click edit, and activate the "Generate contract as needed from template:" and email that to the customer again for re-signing. The deposit due is also on this contract tab as well as any payments they've made already.
You can simply edit the lead's event tab and add the new equipment. If they've already signed the contract, there is a snapshot created of the contract template that's signed. In the contract tab of the lead, you can click edit, and activate the "Generate contract as needed from template:" and email that to the customer again for re-signing. The deposit due is also on this contract tab as well as any payments they've made already.
I understand how to modify it myself, but there isn't a way for the customer to go in an modify the booking? They want to be able to see options, pricing, etc. and then modify their booking. Are there instructions that I can give to the customer for modifying a current booking?
I understand how to modify it myself, but there isn't a way for the customer to go in an modify the booking? They want to be able to see options, pricing, etc. and then modify their booking. Are there instructions that I can give to the customer for modifying a current booking?
If a customer is viewing a quote, next to the "book now" button, it will bring them back to the quote form to modify what they've put in. If it's a contracted event already, you'll probably want to move that back down to the quote status because the customer isn't going to sign that old contract or do that event.
If a customer is viewing a quote, next to the "book now" button, it will bring them back to the quote form to modify what they've put in. If it's a contracted event already, you'll probably want to move that back down to the quote status because the customer isn't going to sign that old contract or do that event.
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