Quotes — converting a quote into a booking

Converting a quote to a booking happens automatically when the customer accepts a sent quote. You can also convert manually from the admin side.

Automatic conversion (customer accepts)

1. Customer taps Accept on the public quote page.
2. If the quote isn't tied to a specific time, they're shown a date/time picker for the next 90 days. Available slots come from your normal staff roster.
3. They pick a slot.
4. If a deposit is required, they're routed to Stripe Checkout. Booking is created only after the payment confirms.
5. Booking lands in your calendar with status confirmed. The price is locked at the quoted total — your normal service prices don't apply.

The quote status flips to Accepted. The new booking is linked back to the quote (visible in the booking's "Source" pill).

Manual conversion (you create the booking)

You can also convert a quote yourself if the customer accepted offline:

1. Open the quote.
2. Click Convert to Booking.
3. Pick a date, time, location, and staff member.
4. Optionally adjust services or duration.
5. Save. The booking is created and linked to the quote.

The customer gets the standard booking confirmation email + SMS.

What carries over

When a quote becomes a booking, the booking inherits:

• Customer link (or guest details if no customer profile)
• Service line items — each becomes a row on the booking
• The quoted total — set as the booking's custom_price so it locks regardless of catalogue prices
• Notes to the customer (becomes the booking's notes field)
• Tax breakdown — preserved exactly as quoted

What doesn't carry over

• Custom rows (one-off line items like "Travel surcharge") aren't part of the bookings table — they're appended to the booking notes for reference.
• Products and gift cards on the quote don't auto-add to the booking — they're charged at checkout time as separate line items via POS.

Online appointments

If your service is marked as virtual or both, the converted booking inherits the delivery type. If your tenant has online appointments enabled and a meeting provider configured, a meeting link is generated automatically — same as any other virtual booking.

Cancelling a converted booking

Cancelling the booking doesn't reactivate the quote — once accepted, the quote is locked in Accepted state for audit purposes. To rebook, create a new booking or a new quote.