You can create quotes directly from the Sera Admin Portal. This is especially helpful if your team sells memberships over the phone, or if you do point of sale purchases.
To create a quote from the office go to the customer's profile and then access the quotes tab. Select the New Quote button.
Enter a title and summary, and add line items. Once finished adjusting this new quote select the Done button in the top right corner.
Open quotes built on a customer's account will always appear on future appointments for that customer.