The following artice will outline the steps you can take to display your online store as a wishlist; so you can to take order requests, send quotes, and accept only the reservations you want to.
This is helpful if you would like to accept only requests from customers online, send tailored quotes to customers, and confirm orders in your own time.
How it works
Whether you have a Booqable website or have installed Booqable on a website of your own; your online reservation settings are defaulted to have availability displayed for the customer, the products added to a 'shopping cart', and the online checkout placing a confirmed rental order that automatically reserves products in your account.
This tutorial will outline how you can change all of the above to a wishlist format, in a few simple steps.
1. Turn off availability
The first step is turning off availability so your orders are not reserving products straight away, and receiving what Booqable calls Draft orders which are order requests rather than reservations.
1. Go to Settings > Online reservations > Preferences > Availability, and choose 'Disable availability'.
Now, on your online store, you will see that product availability is no longer displayed and customers can add whichever products they like to their shopping cart.
2. Translate your customer-facing words and phrases
The next step is to translate certain customer-facing words and phrases to redesign to change your shopping cart and checkout as a wishlist, and your orders as 'requests'. This will also reflect on all documents and emails you send to your customers aswell.
1. Go to Settings > Translations.
2. On the panels Online reservations, Cart, and Checkout - change all the words and phrases you would like in order to redesign your online store to take wishlist or order requests.
3. Accept draft orders, and send quotes
After completing the changes above, your next online reservation will be received as a Draft order, where you can then complete the following steps.
1. Click into the Draft order, and review the order. This could be a good time for you to edit the prices of the products on the order, and add any custom charges or discounts to the order summary .
2. Once you are happy with the order, and wish to send a quote to the customer, you can click Create Quote, and Send email to send the quote to the customer. You can choose one of Booqable's handy email templates to send with this email aswell.
💡Note. If you prefer to send the customer a document with your terms and agreements included, you can send a Contract/Waiver form instead. If you would like to send the invoice instead, click Pro Forma.
4. When ready, move draft orders to reserved
Once you have confirmed the order with the customer, and are happy to reserve the products, you can follow the instructions below.
1. Move the order status to reserved, by clicking Reserve on the order screen. The products will now be reserved in your account, and unavailable for future reservation during these order dates.
2. If you wish to accept payment for this order via cash, card, or any other method, read our guide for accepting manual payments in Booqable.
You're all set!
You have now successfully learned how to enable a wishlist on your online store, and accept order requests.