Summary

You can generate an estimate when you create a new reservation, view a reservation that is not checked out yet, or edit an existing reservation. The estimate shows only what you added so far. The total cost can go up or down if services are added or canceled later.

Steps

1. Go to Left-hand Navigation: Reservations » New Reservation.
2. Enter the reservation details and any additional services.
3. Select the Estimate tab. The estimate shows below.

   

4. Review the Estimate.

   Tip: If you change the reservation, the estimate updates on its own. You do not need to refresh.

5. Select the paper airplane button to email the estimate. A window shows the owner's email address. You can enter a different email address to send the estimate to.

   

   

6. Select Save.

Tip: To print an estimate, press Command-P (Mac) or Control-P (PC) while you view it.

Related Articles

• Reservation Estimates Topic Outline
• View Estimates How-To
• Customize Text for Estimates How-To