• Log in to the website as an Admin.

  • Navigate the Bookings module.

The Bookings page will be displayed.

  • Click ADD BOOKING.

  • Create a back-office booking.

Refer to https://ideabubble.atlassian.net/l/c/Q7dK6bGo for a complete guide on back-office bookings, including how to create them.

  • Ensure to leave the Purchase order number blank.

  • Click Create Sales Quote.

Prerequisite: Ensure you have selected the Sales Quote Payment option when creating the schedule.

Outcomes:

  • A Sales Quote confirmation mail will be sent to the lead booker.

  • Delegates added during the Backoffice booking will be invited to log in.

  • A Sales quote booking will be created with a unique Booking ID.

  • Attendance sheets will not display the delegates.

  • Reports do not include sales quote income or booking numbers.