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Create a quote and review it before sending.
Open Quotes and create a quote for the customer. Add the services or line items, review the amounts and complete the required details.
Review the quote before sending it. Its detail page lets you follow its status and available next steps.
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Practical help for your everyday work.
Make your public page available and publish later changes.
Set up the services that customers can book.
Check working hours, assigned team members and booking rules.
Adjust availability without changing the regular weekly schedule.
Invite team members and choose their access.
Keep preparation notes and visit recaps, with optional customer sharing.
Customers access their own history through the secure portal.
Create a quote and review it before sending.
Find the right invoice for your business or your customer.
Complete the payment account setup and review its status.