TL;DR
- Turn a customer request into a confirmed booking.
- Review dates, vehicle, and pricing before confirming.
- Send the confirmation so the customer knows what is booked.
Steps
Step 1
Start a new booking
Go to Sales β Bookings and start a new booking. Choose the program that matches the booking if needed.
Step 2
Add trip details
Enter pickup and return dates, assign the branch, and select the customer you created earlier.
Step 3
Select vehicle and pricing
Pick the vehicle or category, review the pricing, and add any extras or discounts needed.
Step 4
Collect payment and confirm
Review the details, confirm the booking, and send the confirmation to the customer.
Validate your work
- The booking appears in the list with the expected status.
- Dates, vehicle, and pricing are correct.
- The customer receives the confirmation.