Reservation Quote Process Steps

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Overview

This document provides a step-by-step guide to using the reservation quote feature.

Prerequisites

  • Ensure you have access to the reservation system.

Steps

  1. Select Dates for Reservation Quote
    - Click or drag over the date(s) you wish to get a Rez Quote for.
    - Hit the "Rez Quote" button.
  2. Initiate a New Booking
    - Click on the "New Booking" button.
  3. Client Selection
    - Choose between "Client Search" or "New Client":
  • Client Search: Enter your search criteria and click the "Search" button.
  • New Client: Fill in all applicable fields and submit.
  • If a client is found during the Client Search, submit the information.

Troubleshooting

  • Ensure all required fields are filled in when creating a new client.
  • Verify the correct date(s) are selected before generating a quote.

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