How to Send a Quote with a Payment Link to a Guest

Who this is for

Hosts who want to send a guest a custom offer before confirming a reservation.

Before You Begin

• Make sure your listing is active on Houfy.
  
• Know your guest’s email address.
  
• Confirm that your calendar has no overlapping bookings for the selected dates.
  

Steps

1. Open your calendar
   Go to Menu › Manage Listings › Calendar.
2. Add a booking
   Click Add (top right corner of the calendar, next to import button)
3. Select “Booking”
4. This will redirect you to create a quote page
5. Select dates& number of guests
6. You will then have to option to customize pricing and fees if you wish
7. Provide guest details (first and last names of recipient, email address and phone number(not essential))
8. Add any additional notes/custom messaging
9. Click create booking
10. Guest completes the payment
1. Once logged in, the guest will be directed to a secure payment page to confirm and pay for the reservation.
11. Choose to take payments through Houfy
1. Turn on Take payments through Houfy and assign your guest.
12. Edit the quote
1. Review the quote details. You can adjust rates, add discounts, or remove fees before sending.
13. Enter your guest’s email
1. Type in the guest’s email address, then click Continue.
14. Send the quote
1. Houfy will check if the guest already has an account.
• If yes, the quote will appear in their Houfy account.
• If not, the guest will receive an email prompting them to sign up or log in.

15. Guest completes the payment
Once logged in, the guest will be directed to a secure payment page to confirm and pay for the reservation.

Troubleshooting

• Guest didn’t receive the email? Ask them to check their spam or junk folder.
• Email not found in Houfy? Double-check for typos before sending.
• Payment not showing as complete? The booking won’t confirm until payment is processed successfully.

FAQs

Q: Can I change the price after sending the quote?
A: Yes. You can edit or resend the quote before the guest pays.

Q: Does the quote expire?
A: Quotes do not expire automatically, but you can delete them anytime.

Q: Will the dates be blocked automatically?
A: Yes, once the booking is created, the dates are held on your Houfy calendar.