Drafts
The sale left halfway — "let me check and call you back" — saved as it was, to pick up without starting over.
What it solves
Half the calls end in "let me check with my wife". If that sale is not saved, the second call starts from zero: everything is asked again, everything is quoted again, and nobody knows what price was quoted the first time.
You notice it in things like these
- The guest calls back and you have to ask for all their details again.
- The half-finished quote lives on a slip at the desk and is lost at shift change.
How it works
The sale is saved as it stood
Rooms, dates, guests and whatever contact details were already entered. Picking it up means opening it and carrying on where you left off, not rebuilding it from memory.
A draft does not hold the room forever
It is an unconfirmed sale: on resuming it, the room is checked again and the price resolved again. Saving a draft is not selling it.
It is in the menu, not tucked away
Drafts have their own entry next to "New reservation". A half-finished sale you cannot see is a lost sale, and whoever picks it up is hardly ever whoever started it.
Where it lives in the panel
- Reservations & stays
- Reservations
- Drafts
What it needs first
A sale started in the wizard.
New reservation
Carry on here
Shall we walk through it with your hotel on screen?
Half an hour, your rooms and your rates, and whatever questions you have. No commitment and no card.