A new offer in 7 steps

Tip: Enter admins and locations first

First enter your venues and leaders in the system before you create a quote. This allows you to add them directly to the dates when creating the quote.

Create a quote with dates

1. create a category

To create a new category, please right-click on your account abbreviation or an existing category in the offer tree. In the context menu A that appears, select the option "Add category". Alternatively, you can also create a new category via the plus symbol in the main navigation B.

User interface of edoobox, the online booking system. The page navigation with the offer tree is highlighted and the context menu was opened by right-clicking on an example category to show how a new category can be created. — The context menu in the offer tree: Create a new category

2. create an offer

By right-clicking on an existing category, a context menu A appears. In this menu, select "Add offer". Alternatively, you can create a new offer via the plus symbol B in the main navigation. You can use this option to select from all existing categories in which the offer should be created.

User interface of edoobox, the online booking system. The quick menu in the main navigation is highlighted, which was opened by clicking on the plus symbol. This quick menu can be used to create various data records such as a new offer or a new category. — The quick menu in the main navigation: Create new offer

3. enter the name of the offer

Here you define a meaningful offer name.

Please note: Special characters

Erlaubte Sonderzeichen im Angebotsnamen sind: , . – _
Nicht erlaubt sind: : + / & % * ? ! < > ^ ( ) { } = ` ~ £ $ € § ° # “

4. fill out the checklist

You now have the opportunity to make the basic settings required for publishing your offer. This includes adding at least one date, setting a registration deadline and determining the maximum number of places available in your offer.

This screenshot shows an offer dashboard from edoobox, the online booking system. An example course is shown. At the center is a checklist that shows the admin which criteria must be met in order to publish the offer. — The offer dashboard: the checklist for your offer

5. set the prices

You can enter up to 10 different price categories in the corresponding information box in the offer dashboard. The number of price categories available depends on your current subscription.

This screenshot shows an offer dashboard from edoobox, the online booking system. An example course is shown and highlighted where the prices for the offer can be added. — The quotation dashboard: store the prices for your quotation

6. enter the offer description

If you would like to describe your offer in more detail or add additional information for the email templates, you will find both the description of the offer and three possible additional texts under the "Texts" tab. Click on "Description" or "Additional texts" to open the corresponding page where you can enter the desired texts, images and links.

7. publish the offer

As soon as you have entered all the required information in the offer and want to release it for booking, change the status of the offer from Draft to Published. This makes the offer bookable for your customers.

You can use the preview share function in the context menu A or in the offer dashboard to check the offer you have just created in the standard view. We recommend that you make a test booking to get to know the booking process and, if necessary, optimize it using the Design Manager.

Related instructions

Keywords for these instructions

Create offer ¦ Offer ¦ Publish ¦ Lesson ¦ Module ¦ Course ¦ Training ¦ Seminar