Quotes
Step 1: Create the quote
Guest, dates and rooms with their occupancy. It is quoted with the same engine through the manual sales channel: allotment, closures, children and extra beds.
Step 2: Set the validity
From 24 hours to 30 days; three days by default. The price is frozen in the quote and its version.
Step 3: Send it
An email goes out with the stay, each room, the total and how long it’s valid, plus a public page with no internal data: not your email, not your notes.
Step 4: The guest accepts and pays
“Book and pay” turns it into a booking and leads to the payment link. Two clicks don’t create two bookings, and accepting again leads to the same payment.
Step 5: Or convert it yourself
If the guest accepted over the phone, you convert it from the detail view, with or without the link email.
Groups
A wedding, a conference or a company blocks rooms per room type and night, with its negotiated rate — the same every night, or different on specific nights — and its own folio.
Step 1: Create the block as tentative
Tentative blocks nothing: it’s for negotiating without taking inventory away from anyone.
Step 2: Confirm it
On confirmation, the unnamed allotment leaves the inventory until the cut-off, through the same calculation as bookings. The engine, your agencies and the overbooking check all see it the same.
Step 3: Load the rooming list
Each guest is a normal booking at the block’s rate, fills its own allotment without triggering an overbooking alert, and stays linked to the group.
Step 4: Charge to the master account
The organiser’s payment is applied from the earliest booking to the latest. If part of it fails, what was applied stays and you’re told which one is missing.