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Convert an enquiry into a booking

What happens when a customer accepts.

advanced · about 2 min

Steps

  1. 1The customer opens the private link, types their name and accepts.
  1. 2Seatra checks your availability again at that moment; if the date is now full, acceptance is refused.
  1. 3A confirmed booking is created with a locked copy of the agreed price, plus deposit and balance invoices.
  1. 4The enquiry is marked Won and the client becomes a Client in your CRM.