AdConverting Sales Quote to Confirmed Booking as Admin

Make sure you have received a payment or a purchase order number from the booker before you start the process.

• Navigate to the website and log in as an Admin.

• Search the required bookings using the Booking ID.

The booking details will be displayed.

• In the Payment Details section, enter the PO number or credit card reference number.

• Click Save to complete the process. Now the booking will be confirmed.

Outcomes:

• The capacity on the schedule will be reduced by the delegate number on the booking.

• The booking confirmation will be sent to the lead booker.

• The attendance sheets will be updated.

• The delegates will be able to see the booking on their timetable.

• The delegates will receive the course’s automated emails.

• The reports will be updated with the income.