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How to send or print a booking confirmation

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Steps to send or print a booking confirmation in MagManager To customise the document template

Steps to send or print a booking confirmation in MagManager

Step 1 - Open the client record and select the bookings tab.

Step 2 - Select either Adverts, Content or Miscellaneous tab.

Step 3 - To open the booking click on the centre of the the blue box (gold for premium pages).

Step 4 - Click the blue Email/Print Booking button.

Step 5 - To Email > Select the Booking Confirmation Email from the drop-down menu > Click Select.

or To Print > Select the Booking Confirmation Pdf from the drop-down menu > Click Select.

Step 6- A Preview Email pop up will appear on screen, edit the text if required.

Step 7 - Click Send Email. (or Print if you selected the Booking confirmation Pdf option).

To customise the document template

To customise the booking confirmation document template and the booking confirmation pdf document template see the notes on How to customise the system document templates.

Overview of clients screen How to add a new client in MagManager How to update a client record & overview of the client details tab How to search for a client in MagManager How to add an advert booking in MagManager How to add a content booking in MagManager How to add a miscellaneous booking in MagManager How to add a purchase order number How to add a discount to a booking How to cancel a booking How to send or print a booking confirmation How to update a booking that has not been invoiced How to update a booking that has been invoiced How to cancel a paid or part booking using the void button How to make a provisional booking Overview of the client timeline tab How to add a note on the client record How to add actions How to add a post-it note to the client record How to add marketing consent How to add additional client contacts How to create customs tabs How to add website and social media links How to update client details for the web directory How To Add Outlook Calendar Events To Your Actions Calendar How to create a proposal from a provisional booking Gamification on Sales Complimentary Copies and Voucher Copies How clients are categorised - all, active, prospects & inactive Overview of bookings screen Overview of sales screen

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