When a customer clicks Accept on a proposal, BoothBook marks the proposal as accepted, converts the lead into a booking and moves the customer on to the next step you’ve chosen. That next step might be signing a contract, paying a deposit, opening their client portal or landing on a thank you page.
You choose these steps in the proposal’s after-accept actions.
How the customer accepts
The customer accepts by clicking the Accept element, or any button on the page that has its link set to Accept proposal. If the proposal has several quote options, they pick one before accepting.
Customers can only accept. There’s no decline button. If someone isn’t going ahead, they’ll usually just not accept, or reply to tell you. That’s one reason to keep an eye on the proposal’s activity and follow up.
A customer can’t accept a proposal once it has expired. If they get in touch after the expiry date, you can extend it and they can accept as normal.
The after-accept actions
You can send the customer through any of these after they accept:
Contract: the customer reads and signs your contract.
Payment: the customer pays their deposit or the full amount at checkout. Proposals use the same checkout as your forms, so they follow the payment gateway and deposit settings you already have.
Client portal: the customer lands in their portal, where they can see their booking, invoices and documents.
External URL: the customer is sent to a page of your choice, such as a welcome page on your website.
Thank you page: the customer sees a thank you message. Use this when you don’t need a payment or contract at this point.
Most businesses run the full chain of contract, then payment, then client portal. The customer has just decided to book, so that’s the best moment to get the paperwork and deposit done.
Setting the after-accept actions
The after-accept actions are in the template settings.
Open the template or proposal in the builder.
Open the template settings.
Choose the after-accept actions, in the order you want the customer to go through them.
Save, and publish if the proposal is already live.
Set them on your template, so every proposal created from it follows the same steps. You can then change them on an individual proposal when a job needs something different, for example skipping the deposit for a repeat corporate client who pays on invoice.
What you see
Once the customer accepts:
The proposal shows as accepted, and its activity records the date.
The lead becomes a booking with the quote option and any upsells the customer chose.
Any automations that run on new bookings or accepted proposals run as normal, such as a confirmation email.
Common questions
Can a customer accept without paying? Yes. Leave out the payment step and send them to a thank you page, a contract or their client portal instead. You can collect payment later.
Can a customer change their mind after accepting? They can’t undo it themselves. Change or cancel the booking from your side if they get in touch.
The customer says the Accept button doesn’t work. There’s a separate troubleshooting article that goes through the causes in order, starting with the expiry date.