Steps

  1. Open Front Desk → Pro-forma and choose New pro-forma. The property must have Booking Offers enabled and your role must permit offer management.

  2. Complete Stay & services: select Room type, Rate plan, Check-in, Check-out and room quantity. Add configured service lines when needed, including their dates, quantity and any required resource or venue selections.

  3. Complete Guest & terms with the guest's name, contact details, preferred delivery channel, validity and terms. Price, payment and validity overrides require the access shown in the form and an override reason.

  4. Continue to Review & send and choose Calculate / refresh totals. Review the calculated amounts, amount due and validity. Recalculate after editing any commercial details.

  5. Choose Save draft & close to keep an editable draft, or Issue reviewed offer to freeze the reviewed version and start its capacity hold. Issuing requires a current calculation and an online connection.

  6. Open the issued offer and use its available delivery action or Copy WhatsApp link / Copy link. Review the offer's status and Audit trail after delivery. A draft does not hold inventory; an issued offer is still an offer until acceptance or qualifying payment converts it.

  7. To change an issued offer, use Prepare revision, calculate the revised totals and issue that reviewed version. To abandon an eligible offer, choose Cancel offer and confirm the release of its capacity holds.