Create and send itemised treatment quotes directly from a client profile. Quotes include service descriptions, pricing, validity period, and a direct booking link. When a client accepts, the quote converts to a booking automatically — no double-entry, no friction.
Как работи
01
Open a client profile and click Create Quote
02
Add services, products, and any discounts to the quote line items
03
Set an expiry date and add a personal message to the client
04
Send by email — the client accepts online and it converts to a confirmed booking
Ключови характеристики
Itemised Quote Builder
Service & Product Lines
Discount Application
Expiry Date Setting
Online Acceptance
Auto-Convert to Booking
PDF Quote
Quote Status Tracking
Професионални съвети
Set quote expiry dates at 14 days to create gentle urgency without pressure
Include a clear call-to-action message in every quote to prompt the client to act
Track quote acceptance rates in reports to identify which services convert best