Create hotel reservation Check-in Paid upgrade Add add-ons Change rate Hotel folio and preauth Card payments Check-out Express hotel check-out

Suspected linked reservations Confirm link Exclude link Unlink Import guests

Create long-stay reservation

Create and activate contract Expire contract Early terminate

Check-in Long-stay room change Sublet Long-stay renewal Check-out

Create group Adjust allotment Create reservation Group folio and invoices Manage group

Dayuse reservations

Company profiles

Open a user profile Create user profiles Basic info, company info, and notes ID documents Contacts Tags Login methods and personal-information authorization Stey Wallet ESG rewards

Access permissions (coming soon)

Monthly metrics dashboard

Schedule Cleaning Vacant Cleaning Management Cleaning Workflow

Room Inspection Room status reference Change housekeeping room status Housekeeping Staff Management

Quality Settings Room Service Configuration

Create Lead Handle Leads Lead Source Management

Create Quote Manage Quotes

CMS Overview Property Content Hotel Content Management Long-stay Content Management Links and QR Code Management FAQ Management App Feed Cards

Email Scenarios (Consumer)Manage Email Templates

Community Events Service Notices

Product Category Management

Create Product Edit Product

SMS Scenarios (Consumer)

Rate Plan Configuration Workflow Create Rate Plan Edit Rate Plan

Base rates Inventory Availability Distribution Out of order Long-stay item list Room attributes

Add-on Management

Room types Market segments Source Cancellation policy Guarantee policy Room assignment rules Paid upgrade settings

Frequently Asked Questions

Overview Check-in / Check-out board Run night audit

Bill Overview Generate Bill Send Bill Pay Bill Cancel Bill Transfer Deposit Mark Deposit Refunded

Transaction Overview

Create Transaction Manually POS Payment

Delete Transaction Adjust transaction Edit Comments Folio Transfer

Link Transaction to Bill Print Transactions Transfer Archive Transactions

Feature Overview CM Invoice Settings Finance Configuration

Accounts Receivable Non-Guest Folio

Transaction Code Management Transaction Auto Generation Rules

Default Settings Utilities Settings Discount Settings Contract Template Management

Property Settings Room Type Rates FAQ

Overview User Login Configure self check-in Self check-in Self Renewal Sublet Washer Status Alerts

ESG Activities Overview How to Earn Points How to Claim Points How to Redeem Rewards

Buy Extra Cleaning and Staff Redemption Buy Kitchen Service and Redemption

Handle service tickets View historical service tickets

Create a group chat Edit group chat Group chat messaging View group chat history

Manage quick replies FAQ

Create work order Handle work order

Overview Work order scenarios Work order templates Plan management

Common area permission configuration (coming soon)

Online issue handling process

Manage Quotes

Edit, copy, or delete quotes on the lead Quick Quote tab; only the lead owner can manage quotes.

Prerequisites

Only the lead owner can manage quotes; others can view only.

Steps

On the Quick Quote tab of the lead detail page, click the more options menu (three dots) on a quote to:

Edit: modify all quote information.

Copy: open the new quote dialog pre-filled from the current quote for quick creation of similar quotes.

Delete: show a confirmation dialog; after confirmation, delete the quote.

Result

After edit or copy, quote information is updated; after delete, the quote is removed from the list.

FAQ

None

Related

Create Quote

On this page

Prerequisites Steps Result FAQ Related