Prevent Auto Booking unless Deposit & Contract Signed

joe wesley shared this question 19 months ago
Need Answer

Can I get help creating a status to prevent Auto Booking unless Payment is made. Ideally, they need to sign and pay but it seems that creates issues.

Also, anyway to only offer "Check" Payment to certain Customer Types?

Comments (6)

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1

"Autobooking" as far as how we use the term in our software is the step of turning a quote into a contracted event (getting to the contract page where the payment tool is). We could switch up how your statuses work though, so that the "contracted" events are not yet reserved. We could then make a "paid" status between "contracted" and "confirmed" for any lead that's made a deposit payment, which would reserve the equipment like the current "contracted" status does.

We could do the check thing too. What types?

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2

What if we added a Status Before "Booking Initiated" or something.Can this be bypassed based on customer type?

Checks would be allowed for School or Church customers.

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1

i have the same question prevent auto booking unless payment is made period. that way it does not get put on hold or contracted unless payment is made and afterwards they can move forward?

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We can help with changing up your statuses. Maybe not have rentals held until the payment is made and contract is signed? I know most have it set up that as soon as the event it "contracted" the items are held...but this is an easy change.

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yes please if its not to much trouble.ty

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2

No problem, it's done. Equipment won't be reserved until payment is made and contract is signed. Let us know if you need anything else!

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