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Prevent a client from adding add-ons to a Proposal

Updated over 10 months ago

When you send a proposal to a client, not only do they have the ability to review, accept and sign your terms, but they can also add add-ons to the booking.

To restrict the booking to only what you have included in the proposal:

  1. Click Manage Booking

  2. Select Edit Proposal Settings

3. Scroll down to the question "Should the customer be able to add and remove add-ons before accepting the proposal?"

4. Select No


By default, clients will have the option to choose Add-ons from within the proposal.

With the selection set to No, they will not be able to choose any add-ons:

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