Getting Booked From An Inquiry Walkthrough

Created by Ibook Eyoita, Modified on Thu, 11 Aug 2022 at 03:47 PM by Ibook Eyoita

When a customer creates a request to book you for an event, you will first receive an invitation that will be stored under the "Invites" tab. Tap the "Review Invite" button to review an invitation. 


As you review an invitation, you have the option to create a proposal, decline the invitation or message the client. 


Once you decide to move forward with the invitation, you will have to create a proposal for the event. Create your offerings in the "Line Items" section and upon completion tap the "Submit Proposal" button.


Once your proposal has been sent to the client, you have the option to modify the proposal as needed. Navigate to the "Proposals" tab and tap the "Review Invite" button then tap "Update Proposal" to make a new proposal for that event.

When the client review's your proposal and accepts it, the client will be charged for the total amount listed in the proposal and a new active booking will be created in your "Bookings" tab. 



When the service has been fulfilled, open the booking and mark the booking as complete


The completed booking will have a status set to "Completed"

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