Send an estimate for a booking

Email the guest an estimate built from the booking's planned items, with the deposit they pay to confirm.

In the app

Bookings

Who

Owners, admins and front desk

A booking with planned items cannot be confirmed until an estimate has gone out. The estimate sets the deposit, as the share of the total set under Deposit to confirm on the Rates page.

1. 1

   Open the booking

   If nothing is planned yet, add what they will do under Planned items first.

2. 2

   Press Send estimate

   The next-step bar shows Send estimate once items are planned. The dialog shows the total and the deposit to confirm.

3. 3

   Check the address and add a message

   Send to is filled with the primary guest's email. Add an optional Message, which is printed on the estimate.

4. 4

   Send it

   Press Send estimate. The guest gets an email with a link to the estimate in their guest portal, and the booking records the deposit requested.

5. 5

   Send a new one if the plan changes

   If you change the planned items afterwards, the booking says so. Press Update estimate in the bar, or Send an updated estimate, to send a new one.