Introduction
Learn how to use Other - a manual entry source for your bookings, so that you can report on where your bookings are coming from at the end of the year.
Quotes
When creating a quote in the Wheelbase dashboard, you have the ability to select How did the renter contact us.
There are 3 pre-made options, however Other - manual entry which allows you create a a custom source.
- Start a quote from +Quick Add on the upper right corner of your Wheelbase dashboard
- Select Other - manual entry
- a custom source box will appear, type in your source name here
This custom source will be displayed for you on the booking itself on the right hand side, and will be included in the Reservations Summary report.