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Quote your aircraft using Online Booking, allowing your customer to select, book, and pay for the trip digitally - all in one place!
Make contracts available to sign and collect payments automatically as part of the quote
Sending the quote with the contract and payment
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Start with your normal quote creation process. You can create a quote from scratch or start with an Avinode request.
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When you are ready to send the quote as an online booking experience, begin on the Quote Details page and click the email button:
- Check “Include a link to Online Booking,” “Enable online booking contract signing for this quote,” and “Allow payments on this quote” (if you would like, you can select either “Enable online booking contract signing for this quote” or “Allow payments on this quote” and active payments or the contract later in the workflow)
- This will send the quote with a link to the online booking portal to your client:
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Now that the online booking portal is active, you can track the status of the contract on the Quote Details page and if an automatic payment request is activated
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Contract status'
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Not added
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Unsigned
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Signed
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Some things to keep in mind:
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You will be notified via email when your client has requested to book, signed the contract, or completed payment.
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You can always add or remove customers from the portal with the Online Booking button
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Any action a client takes during online booking can be seen as an activity on the Quotes/Requests page. Sort by “last activity” to see quotes with the most recent client actions.
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Once the buyer has requested to book, the contract and payment will automatically be available for your customer!
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The payment request will be automatically created and can be viewed in paynode.
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Schedule Trip
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The payment status can be viewed on the Quote Details page. When you are ready to schedule the trip, select “Schedule”:
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Once the trip is scheduled, the online booking portal will be updated for your client, and you will be sent to the trip details page, where you can add or revoke access to the portal with the online booking button:
- You will also be able to view the contract and payment details from the Trip Details page:
Manage contact and payment after confirming availability
Sending the Quote
-
Start with your normal quote creation process. You can create a quote from scratch or start with an Avinode request.
-
When you are ready to send the quote as an online booking experience, begin on the Quote Details page and click the email button:
- Check “Include link to Online Booking” (do not check both “Enable Online Booking Contract signing for this quote” or “Allow payments on this quote,” checking one will make it available with the quote, and the other can then be activated after confirming availability).
- This will send your client the quote with a link to the online booking portal to select their desired aircraft option:
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Now that the online booking portal is active, you can track the status of the contract; in this workflow, you will be able to enable contracting and payment in one click when your client has selected the desired aircraft:
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Status'
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Not added
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Unsigned
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Signed
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Contract and Payment
Once the buyer has requested to book, they will be informed that the trip is not yet scheduled and that you will contact them shortly. You now have the chance to confirm availability before sending the contract:
- When you have confirmed availability, select “Enable Contracting and Payments” to send your clients an email notifying them that the contract is ready to sign:
Some things to keep in mind:
-
You will be notified via email when your client has requested to book, signed the contract, or completed payment.
-
You can always add or remove customers from the portal with the Online Booking button
-
Any action a client takes during online booking can be seen as an activity on the Quotes/Requests page. Sort by “last activity” to see quotes with the most recent client actions.
-
-
The payment request will automatically be available for your customer.
-
The payment request will be automatically created and can be viewed in paynode!
-
Schedule Trip
-
The payment status can be viewed on the quote details page. When you are ready to schedule the trip, select “Schedule”:
- Once the trip is scheduled, the online booking portal will be updated for your client, and you will be sent to the trip details page, where you can add or revoke access to the portal with the online booking button:
- You will also be able to view the contract and payment details from the Trip Details page:
Find out what your client sees here!
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