Movermate

Follow this step-by-step guide to configure the Booking Confirmation process for your business, ensuring all the necessary details are captured and confirmed by your customers.

Go to the Settings Menu: Log in to your admin panel and open the Settings menu.

Find the Jobs Section: Scroll down or locate the Jobs section.

Click on Confirmation Details: Under the Jobs section, click on Confirmation Details to access the configuration page.

1. Go to the Settings Menu: Log in to your admin panel and open the Settings menu.
2. Find the Jobs Section: Scroll down or locate the Jobs section.
3. Click on Confirmation Details: Under the Jobs section, click on Confirmation Details to access the configuration page.

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Click the + Add Action: Under the Confirmation Steps section, click the + Add Action button to add a new confirmation step.

- Deposit: Define the deposit amount required for the booking.
- Document: Select the document type for booking confirmation (e.g., Booking Confirmation document).
- Details: Choose which details need to be confirmed (e.g., First Name, Last Name, Phone Number, etc.).

1. Click the + Add Action: Under the Confirmation Steps section, click the + Add Action button to add a new confirmation step.
 
 
 
2. Choose the Confirmation Steps:
 - Deposit: Define the deposit amount required for the booking.
 - Document: Select the document type for booking confirmation (e.g., Booking Confirmation document).
 - Details: Choose which details need to be confirmed (e.g., First Name, Last Name, Phone Number, etc.).

Set Up Deposit and Document Options

Deposit: Choose the Deposit field to specify the monetary deposit that clients need to pay to confirm the booking.

- Enter the amount for the deposit in the Deposit section.

Document: Select the Document field to determine the type of confirmation document used (e.g., Booking Confirmation).

- You can create a custom document or select the default template.

1. Deposit: Choose the Deposit field to specify the monetary deposit that clients need to pay to confirm the booking.
 - Enter the amount for the deposit in the Deposit section.
2. Document: Select the Document field to determine the type of confirmation document used (e.g., Booking Confirmation).
 - You can create a custom document or select the default template.

Select Details: In the Details dropdown, choose the fields that should be included in the booking confirmation. Examples of details include:

- Pickup Address
- Drop-off Address
- Job Date and Time
- Move Size
- Furnish Type

Ensure all necessary fields are selected for accurate customer confirmation.

1. Select Details: In the Details dropdown, choose the fields that should be included in the booking confirmation. Examples of details include:
 
 - Pickup Address
 - Drop-off Address
 - Job Date and Time
 - Move Size
 - Furnish Type
 
 
 
2. Ensure all necessary fields are selected for accurate customer confirmation.

Arrange the order of the steps based on how you want your customers to perform the actions:

For example, set Deposit first, then Document, and finally Details.

You can change the order by clicking and dragging steps into place.

- For example, set Deposit first, then Document, and finally Details.
- You can change the order by clicking and dragging steps into place.

Click Save: Once you've configured all the necessary steps and details, click Save Details to apply the settings.

Confirmation Process: Your booking confirmation process is now set up, and customers will follow the steps in the order you defined.

1. Click Save: Once you've configured all the necessary steps and details, click Save Details to apply the settings.
 
 
 
2. Confirmation Process: Your booking confirmation process is now set up, and customers will follow the steps in the order you defined.

Navigate to Confirmation Details

Add a New Confirmation Step

Set Up Deposit and Document Options

Save Your Settings