Quotations

Once an event is entered, typically the next steps are;

1. Enter the amount you would like to charge your client (your can also let the system determine this based on the requirements if you prefer)
2. Set the event 'status' as "Quoted"
3. Email your client the quotation for consideration

The event will be listed in the 'Quotations' area in the 'Events' menu so you can keep an eye on pending requests, vs those which have been given the go-ahead.

Once the client's happy to proceed based on your quote, the next steps are;

1. Update the event status (generally to 'Scheduled')
2. Send the event to your staff to submit an expression-of-interest to, and/or;
3. Roster staff to the event

Client Portal

If your client has access to the client portal, you can allow pending quotations to be accepted by them online. This is intended to provide an easy way for them to accept (or decline, with an optional reason for doing so) quotes you've sent.

You'll be notified when a client accepts or declines a quotation as soon as their request is submitted (this can be changed, or added to via configuration page - in the event and roster recipients)

To enable this, you need to do-so via the 'Configuration' page (the 'Client Bookings' button at the bottom of the page includes this as an option).

The option to accept/decline a quotation will be at the top-right of the event details when viewed in the client portal;