Quotes & bookings
The booking form your clients use, how prices are worked out, deposits, the quote page and cancellations.
This section follows the client’s side of a booking: the online form, how the two kinds of quote work, choosing a date, how the price is worked out, discounts, paying the deposit, the client’s own quote page and cancelling.
It’s written for the office team, so you can answer clients’ questions and know exactly what they see. If you take bookings over the phone, you’ll use the same form yourself (see Creating a quote for a client).
In this section
1
The booking form
A tour of the online booking form, step by step, as the client sees it.
2
Quick Quote
Rooms and sizes in, an estimated price range out, in about a minute.
3
Full Quote
Itemised rooms, access, packing and extras for a fixed price.
4
Dates and start times
Moving days, bundle days, short-notice waitlist, fully booked days and start-time slots.
5
How prices are worked out
Hourly rates, work speed, stairs and lifts, packing, travel, trips, minimum hours, discounts and GST.
6
Promo codes and discounts
Percent, fixed and first-hours discounts, bundle days and the thank-you code.
7
Deposit or call first
Paying the deposit by card, Apple Pay or Google Pay, or asking for a call before paying.
8
The client’s quote page
What clients see at their private quote link, and what they can do there.
9
Cancellations and refunds
The free-cancellation window, automatic refunds and what happens inside it.