Getting started with Accept, Sign & Pay Technology In this video (3:24) we will cover the following topics- What customers will see using Accept, Sign & Pay with TBN How to setup company disclaimers How to setup company terms & conditions How to ...
Sending booking details to customers In this video (2:30) we will cover the following topics- Booking detail email templates Setting up the template using TBN default email templates Creating your own template Sending details to a customer Send ...
Converting a Quote to a booking In this video (3:45) we will cover the following topics- Converting quotes created on the booking widget Converting a quote created in the backend by a salesperson Assigning a contact to a bookings ...
Using Booking Drafts In this video (1:58) we will cover the following topics- How booking drafts let you put down a booking before it is completed and come back to it later Navigating away from a partial booking Needed minimum details in a booking ...
Setting invoice and payment terms for customers In this video (2:28) we will cover the following topics- Contacts report Create or search for a contact Invoicing and payment section on the account page Credit limits and associated warnings Payment ...