Confirm the unit

Converting is the heart of the funnel: one action verifies the payment, confirms the booking, and posts the cash into your books - all together, or not at all. Only a seat holding payment verification can do it: the Account Manager, the Point of Contact and the Booking Manager.

Screen /reservations/<inquiry> · Roles: Account Manager, Point of Contact, Booking Manager

1. Open the locked inquiry - from the Verify payment item in Today’s Needs attention card, from Reservations -> Inquiries, or from the notification - and check its payment screenshots against your bank statement. The record’s rail reads Locked, and its Next line says “Verify the payment to confirm the booking.”

2. Press Convert to booking. The Confirm the unit dialog opens.

3. Confirm the unit. The held unit is preselected; you can pick a different free unit of the same type if you need to (not on a group - a group’s units are fixed).

4. Confirm the money. The dialog shows the Amount on the proof, the Final total (editable - a discount settled on the phone is legitimate, and the dialog warns you it re-prices the stay and expires any quotation link the guest holds), and Verified as received - the cash you confirm actually landed. Whatever is left becomes To collect at the property.

5. Press Verify & confirm booking. The inquiry becomes Booked; the booking appears on Reservations -> Bookings, on the Calendar, and among Today’s upcoming check-ins; every unverified transfer on the inquiry is verified together; and the verified cash posts to your books against the booking. The inquiry and the booking now name each other with a chip beside their Ref.

Converting from the wizard

If you run the whole funnel in the inquiry wizard and your seat can verify payments, the wizard does not end at the lock: a last Booking step, “Verify and confirm the booking”, shows the same form, prefilled and editable, behind the same Verify & confirm booking button. Not landed yet? Close the wizard: the unit stays held until the lock expires, and you can confirm later from the inquiry’s record. A seat without payment verification finishes at the lock, as before.

Why you might be refused

• A message that only an Account Manager can verify the payment - your seat does not hold payment verification. Ask an Account Manager, a Point of Contact or a Booking Manager. This is a policy, not a bug.
• “This inquiry was already converted.” - someone beat you to it; refresh to open its booking. A double-convert can never create a second booking.
• “That unit can’t be used for this booking” - the unit was taken in the meantime; pick a different free one of the same type.

Payment split across transfers

If the proof was split into several transfers, the received total is read-only in this dialog - each figure was read off its own screenshot, so correct the individual transfer on the Payment screenshots tab first, then convert.

What’s next

• Bookings & stays - what happens between confirmation and arrival
• Check a guest in or out from Today