Creating a Booking
How to create a booking, from selecting a property and dates to a signed rental agreement.
Bookings start as a quote. In the sidebar this section is labeled Bookings, but the underlying pages are called quotes — a quote becomes the booking once it's created.
Start a new quote
Go to Bookings in the sidebar, then click New Quote.
Select a property and dates
Pick the property, then click check-in and check-out dates on the calendar. Dates outside the property's min/max stay are disabled. As soon as dates are set, Price Breakdown and Lease Preview appear on the right — the lease preview is generated live from your property's agreement template (see First Setup), with tokens like check-in date and total already filled in.
Add guest details
Fill in adult/child counts and the guest's name, email, and phone. The guest name immediately fills into the Lease Preview too.
Click Create quote.
What happens next
You land on the booking's detail page. A Booking Journey tracker shows the stages ahead: Created → Approved → Signed → Paid → Stay → Completed.
Below that, the full pricing breakdown and the rental agreement — generated from your template, with the booking reference, guest name, dates, and total filled in — sit alongside Actions (Edit Quote, Cancel Quote) and a Guest Link you can copy and send to the guest to review, sign, and pay.
The booking now shows up in the Bookings list.
