The Wheelbase system defines quote as a rental request that hasn’t been confirmed mainly because deposit hasn’t been paid. Quotes will appear in blue on your calendar unlike reservations colored in green or purple for delivery. As long as the quote hasn’t been cancelled or expired, it remains valid.
You are creating a quote on your dashboard
A quote that was created by you will appear in blue under the draft status. Depending the situation, two options are available to transform a quote into reservation
- Send quote blue button will trigger an email to the customer including a link for online payment
- Complete reservation green button to record any external transaction or charge renters card manually
Online booking (Outdoorsy.com + from your website)
- Instabook ON This feature will optimize your conversion rate (numbers of bookings per website visitor) by turning automatically any quote into a reservation, without your validation.
- Instabook OFF Each rental request appears as a quote and must be validated by the host to be transformed into a reservation.
credit card registered, click on the green button approve reservation to charge the reservation deposit and transform quote into reservation.
no payment method registered, contact the customer as if it was an internal Wheelbase reservation