Send a Quote

Booking System – Adding a Booking and Sending a Quote

This guide explains how to create a new booking and send a quote to a customer within the InflateMate dashboard.

1. Start a New Booking

• In the dashboard, go to the Bookings section.
• On the top-right corner, click New Booking.

2. Check Availability

• The first step is the Availability check.
• Select the desired date and time for the event.
• The system will automatically display which inventory items are available during that period.

3. Enter Customer Information

• After confirming availability, proceed to the Customer Information step.
• Fill in the customer’s details (name, contact information, etc.).

4. Review the Summary Screen

• On the Summary screen, you will see an overview of the booking:
  • Selected inventory
  • Date and time
  • Customer details
  • Total cost
• From here, you can either send a quote or take a direct payment.

5. Send the Quote

• To send a quote:
  • Click the Send Quote button.
  • The customer will receive the quote by email.
• Once the customer pays, a waiver is automatically generated and sent to them.

6. Booking Status

• Until payment is completed, the booking will appear in your Booking List with the status Pending.
• Once the customer pays, the booking is confirmed and updates automatically.

✅ Tip: Use the quote option when the customer needs time to review the booking details or prefers to pay later.