The easy way to do this is to convert the quote into a booking, and then set the pending booking flag. Pending bookings hold time in the calendar so other people can't book, but are automatically canceled as of the pending until date if payment isn't received. This should automatically happen for a check booking.
If you're doing a credit card booking, the easiest way is to turn on payment verification for the quote. To do this:
- Before you send the quote, go to the Billing tab of the quote and select "Confirmation required but credit card will be verified" under "Online Bookings".
- This will change the checkout flow so that the guest still enters the credit card, but it's not charged until you manually collect the payment in the back end.
- A pending booking will be automatically created that will hold time in the calendar but automatically expire if you don't enter a payment by the auto cancellation date.
- When you're ready to confirm the booking, use the charge links to charge the card they entered initially.
You can also manually create a booking and set it pending, if you don't want the automatic checkout.
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To do this, create a booking, pick "Finalize an open quote" and pick the quote you want to block off.
Once you've got the booking created, go to the Info tab in the booking, hit Change Details, and set the pending until date at the bottom.
When the guest is ready to book, you'll need to send them the appropriate payment and legal links so they can make payment and sign the renters agreement. You'll also need to manually schedule a security deposit if you need that.
