Sending a quote to a guest

This article is relevant for:

After defining your quote settings, you can send a quote to a guest from the Multi-Calendar or via the Inbox. When creating the quote, decide whether to set the reservation status to "Reserved" or "Inquiry". For reserved quotes, the selected dates are blocked on all calendars until the time you set for the quote expires. Once a reserved quote is confirmed, the quote link is no longer available. Inquiry quotes don't block the calendar.

A link containing the quote will be sent to the guest via email, allowing them to book their stay. It may take up to 10 minutes for the quote to be sent.

If the guest books, the reservation status will automatically change to "Confirmed".

You can send one quote for one guest at a time, either for one listing or multiple listings. For the latter option, you can only use the same date range for all the included listings.

Sending a quote for a single listing

Sending a quote by "drag and select" in the Multi-Calendar: Use this option to check the availability of a specific listing using the Multi-Calendar overview.
Sending a quote via the Inbox: You can send a quote via a specific thread with a guest, sharing the availability of a listing on specified dates.

Sending a quote for multiple listings

Sending a quote via "Availability search": Use this option to check which listings are available on given dates. You can include up to 25 listings in the quote .

Before you begin

Please note the following prerequisites and limitations.

Set up your quote settings.
If you want to collect the guests' payment details when they book via a quote, connect a payment processor to Guesty. Otherwise, you'll be able to send a quote without asking the guest to enter a payment method.
Additional fees that are set up per listing or per account won't be displayed in the breakdown of the quote, but will be calculated into it. As a result, the quote's total payout may be higher than the sum of the parts in its breakdown, (e.g., the accommodation fare, cleaning fee, and taxes sections).
Quotes sent with the status "Reserved" automatically expire after the time frame you set is over, if they aren’t confirmed. If a guest wants to accept your offer later than the timeframe you set, create a manual reservation or send them a new quote.
Quotes sent with the status "Inquiry" keep the calendar unblocked, and don't expire.
You cannot include listings that are set with different currencies in the same reservation/quote. Change the listing’s currency if needed.
If you send a quote for multiple listings, a reservation quote will be created for each listing on the calendar (“sub-reservations”). Once the guest confirms one of the options, all but the confirmed reservation will be set to a "Closed" status. You can manage the statuses of each of the sub-reservations independently.

Send a quote for a single listing

Sending a quote via “drag and select” in the Multi-Calendar

Step by step:

Sign in to your Guesty account.
In the top navigation bar, click .
Locate the relevant property in the left sidebar. Then, click and drag the cursor across the dates you want to send a quote in the respective row in the calendar.
In the right sidebar, click the New reservation or quote button.
- The button will appear if the listing is available for the selected dates, or in case of flexible blocked dates.
- If the button doesn't appear, the dates are entirely blocked from booking.
In the pop-up window, under "Contact details", click New guest to send a quote to a new guest, and fill in the relevant details. Otherwise, click Existing guest, and select the relevant guest from the upper dropdown.
Under "Status" in "Channel & status", select Reserved to reserve the dates for a limited time or indefinitely. In this case, the dates will be blocked on all relevant calendars until the quote expires. Otherwise, select Inquiry to keep the calendars unblocked.
Note:
- The number of guests in the reservation page will indicate only the number of adults, even if you included kids and/or infants in the reservation quote.
- Under "Channel" (in "Channel & status"), only the sources of existing reservations are displayed. To add a new channel (source), first create a reservation with the new channel.
Choose how to proceed based on your needs:
- To send the link to the guest in a message from the Guesty Inbox, click Reserve & send quote. You can edit the message by changing the subject line, adding variables, adding attachments, etc., Click Send quote.
- To send the link to the guest in a message from an external inbox, click Save & copy quote and paste the link into that message.
- If you'd like to reserve the dates and price in the quote, but not to send the actual quote to the guest, click Reserve.

Sending a quote to a guest via the Inbox

Send the quote to those guests whose reservations were created manually in Guesty or received via a direct integration source (Guesty Booking Website, Guesty Booking Engine, or Guesty Booking Engine API).

Follow the instructions below to send a quote via the Inbox.

Step by step:

Sign in to your Guesty account.
In the top navigation bar, click .
From the left sidebar, click Guests Inbox.
Click the relevant message thread.
In the sidebar to the right, click .
To the left of the pencil icon, click the reservation number.
From the drop-down, click New inquiry.
Customize the quote (select the relevant listing, set the number of guests, etc.)
Choose how to proceed based on your needs:
- To send the link to the guest in a message from the Guesty Inbox, click Save & send quote. You can edit the message (e.g., by changing the subject line, adding variables, adding attachments, etc.). Click Send Quote.
- To send the link to the guest in a message from an external inbox, click Save & copy quote and paste the link into that message.
- If you'd like to reserve the dates and price in the quote, but not to send the actual quote to the guest, click Save.

Send a quote for multiple listings

Important:

This feature is not yet available for Accounting users.

You can create a single quote, comprised of one unit or multiple units for a selected date range, and send it to one guest.

Follow the instructions below.

Step by step:

Sign in to your Guesty account.
In the top navigation bar, click
Click Availability search at the top right of the Multi-Calendar.
To narrow down the search results, you can use the following filters:
- Click Dates to search for available listings in a chosen date range.
- Click Guests per unit to set the number of guests per room.
- Add additional filters (such as Amenities, or Cities)
Click Find properties
In the search results, you can see all available listings, their maximum guest occupancy per bedroom, the total number of bedrooms in the properties, and the number of available room types for each listing (see below).

If a listing is a multi-unit, all its sub-units will be shown under the same result. For example, if you have 15 dorm rooms in one multi-unit, all rooms will be counted as the number of "Available units" on the same listing's row.

For complexes, each room type will be displayed as a different result. For example, duplexes and dorms that are part of the same complex will be shown as two separate results (appearing on two different rows). Also, If one of the room types is a multi-unit (for example, a “dorm” type, having 15 dorm rooms), all its sub-units will be displayed under the same "Available units".
Tip:
- You can sort the results by using the “Sort by” button
- You can click on the listing’s name to open the property page (if you’d like to explore the listing’s specific monthly calendar, etc.)
- You can hover over the question mark icon next to the listing’s city to see its full address
Click Add next to all the listings you’d like to include in the quote. All the selected units will be shown in the Reservations Cart to the right.
- You can add up to 25 units to the Summary page.
- If more than one unit is available for booking, use the arrows in the listing’s row to increase or decrease the number of selected units.
- You cannot include listings with different date ranges in the same quote. In this case, create separate quotes for the different dates.
Click Send quote.
In the next screen, check the summary of the quote in the top bar, displaying the overall date range, total number of guests, total number of booked nights, total (distinct) properties, and the total price (or price range). If needed, return to the previous screen to adjust the details.
Under the “Property details” section, you can adjust the pricing per booked property, such as by adding a coupon, overriding the accommodation fare, fees, or taxes, or changing the applied rate plan (if relevant).
- In case you selected more than one unit, each unit will be displayed in a different section, allowing you to adjust their fees separately. Click the down arrow to the right of the relevant row to expand it.
- If you've edited the additional fees, they will not automatically be recalculated if an alteration is made to the reservation after it is confirmed. For example, once you edit the cleaning fee for a night, adding an additional night to the reservation (after the quote has been confirmed) will set the extra night's cleaning fee to the price it was before the alteration.
In the “Booker contact details”, add the booker details by either clicking Add details (for adding a new guest) or by selecting an existing guest from the dropdown. The booker will be assigned to the group reservation and will be the reservation’s payer.
Under “Reservation notes”, click Add notes to add any internal information about this reservation quote.
Under “Reservation status”, select the relevant source & status of the quote. Use one of the following statuses:
- Inquiry: Use this status when you don’t want to block the calendar for the selected listings and dates.
- Reserved: Use this status when you want to block the calendar for the selected listings and dates. If the guest will book a reservation via the quote, you will need to change a “Reserved” status to either “Confirmed”, if approving the reservation, or to “Closed”, to remove the calendar block.
Click on the blue button at the top right. Then, choose one of the following listed below.
- Save & send quote or Reserve & send quote: Choose this option if you’d like to send the link to the guest in a message from the Guesty Inbox.
- Save & copy quote or Reserve & copy quote: Use this option to copy the quote and edit it in a customized message (e.g., if you’d like to change the subject line, add variables, add attachments, etc.). Once done, you can send it to the guest.
- Save or Reserve: Use this option If you'd like to reserve the dates and price in the quote, but not to send the actual quote to the guest.