Converting a Quote to a Booking

In DASH, you can easily convert a quote into a confirmed booking once all required details are completed. This guide explains what information is needed, how to add passengers and payments, and how to finalize the booking conversion.

Complete Required Information

Adding Passenger Information

Adding Payment

Converting to a Booking

Complete Required Information

Before converting a quote to a booking, make sure the following details are completed:

Customer Information → Customer profile details must be filled in.

Passenger Information → At least one passenger must be linked to the booking.

Payment → A payment record must be added.

Adding Passenger Information

To add passengers to the quote:

1. From Customer Enquiries / Bookings, click the PAX button.

   

   In the Add Passenger form, you can:

   • Add a new passenger by entering their details.

     

   • Select an existing passenger already saved under the customer profile.
2. Click Save to attach the passenger to the booking.

Adding Payment

To record payment details:

1. Click Take / Load Payment.

   

2. To save time, click Copy from Customer to auto-fill payment details, or enter them manually if needed.

   Field	Description	Example
   Amount	Payment amount	Amt*
   Is Founders Payment?	Tick if this is a loyalty/founders payment	Yes
   Payment Method	Customer’s payment type	Card Payment / Cash / BACS / Cheque / Invoice
   Transaction Date	Date of the payment	26/Aug/2025
   Name	Name as it appears on card / payee	Name as it appears on the card/payee*
   Address Search	Search for customer address	Search address...
   Address Line 1	Main address line	Address Line 1*
   Address Line 2	Additional address info (optional)	Address Line 2
   City	Customer’s city	City*
   County	Customer’s county/region	County*
   Postcode	Customer’s postal code	Post Code*
   Email	Customer’s email address	E-mail Address*

3. Click Take Payment to save the payment record.

Converting to a Booking

Once all required information is in place:

1. Review the booking details carefully to ensure accuracy.

2. Click Convert to Booking.