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Your client can answer a published Journey from the link itself. When the Journey shows a total only, they accept the quote. When prices are itemized, they remove what doesn’t fit and confirm the rest. You see each answer in Link activity.

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Which one your client gets

The Journey’s pricing decides it. You set pricing in the Journey preview, under Display settings → Pricing. Both are set up in Review settings , a button in the Journey preview toolbar. Only people who can edit Journeys see it.

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Turn on quote acceptance

Quote acceptance needs a Journey total above zero. Until there is one, Review settings shows Add a positive Journey total.
1

Open the Journey preview

On the Journey, select the eye preview button.
2

Show the total only

Open Display settings and turn on Show total only under Pricing.
3

Turn on Quote acceptance

Select Review settings. The panel is titled Quote acceptance. Turn on the switch next to the title.
4

Choose who can respond

Under Who can respond, turn on the Travel agent, the Primary traveler, or both. These are the travel agent contact and the primary traveler saved on the Journey. Only the people you turn on can accept the quote.
5

Publish the Journey

Until you publish, the panel shows Publish to share quote acceptance. Your client can accept once the published version has quote acceptance.
Review settings open on Quote acceptance, with the travel agent and the primary traveler both able to respond A contact can respond only when it has an email address and is not archived. When a contact can’t be chosen, its row says why, for example Email missing. If nobody can respond, Odia shows Choose at least one active contact with an email to enable quote acceptance.
Once the published version has quote acceptance, changes you make in Review settings reach your client straight away, without publishing again. Turning the switch off, or changing who can respond, applies to the live quote. If you have since switched the Journey away from Show total only, the panel reminds you with Applies to the published quote.

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Turn on cart selection

1

Keep prices itemized

In the Journey preview, open Display settings and leave Hide all prices and Show total only off, so each service shows its price.
2

Turn on Cart selection

Select Review settings. The panel is titled Cart selection. Turn on the switch, then choose Who can respond as you would for a quote.
3

Publish the Journey

Your client confirms their selection on the published Journey, so publish it if you haven’t yet.
Once a Journey with itemized prices is published, cart selection changes in Review settings reach your client as soon as you save them.

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What your client does

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Accept a quote

1

Open the quote

Your client opens the Journey link and selects Review quote at the top of the page. It shows the Journey total.
2

Accept

They tick I accept the terms and conditions. and select Accept quote. If your organization has no terms, the box reads I accept this quote. instead.
3

Confirm it's them

The first time, Odia asks them to confirm it’s them. They enter their email address, select Email me a code, and type the code from the email. The address must be the one saved on a contact you allowed. Once the code is accepted, the quote is accepted.
The panel then shows Quote accepted, with the time and Terms accepted. Review quote with the terms ticked and the Accept quote button, then the same panel showing Quote accepted The terms are your organization’s terms and conditions from Settings > Organization > Terms & Policies. Each published version keeps the terms it was published with, and View terms opens them.

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Confirm a selection

Your client opens the Journey link and selects Review selection. When commenting is also on, the button reads Review & feedback. They untick each service they don’t want. The panel updates the total and counts what is kept, for example 5 included · 1 removed. Then they tick the terms box, select Confirm selection, and confirm it’s them with an emailed code, as for a quote. The panel shows Selection confirmed. If they change their selection afterwards, the button reads Confirm updated selection, and their new confirmation replaces the previous one. Review and feedback panel with one service removed, the new total and the Confirm selection button

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See their answer

Once the Journey is published, a chip beside the Journey’s reference sums up the latest activity, for example Quote accepted · 1h ago. Select it to open Link activity, then select the answer under Responses:
  • For a quote, you see the version they accepted, the Total, and the Published terms they accepted.
  • For a selection, you see each day’s services, including the ones they removed.
Link activity showing Quote accepted on v2, the total and the published terms Each answer is also added to the Journey’s Tasks & Activity tab as Quote accepted or Selection confirmed.

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Good to know

  • Accepting doesn’t confirm the Journey. An accepted quote or a confirmed selection records your client’s answer. It does not change the Journey’s status and does not take a payment. Change the status yourself when you are ready.
  • An answer belongs to one published version. Once a quote is accepted, it stays accepted for that version. If you publish again, Link activity notes Published again since. Ask your client to accept or confirm the new version.
  • Only the current version can be answered. A link to an older published version cannot be used to accept a quote or confirm a selection.
  • Only the people you chose can answer. Anyone with the link can still view the Journey, but the email check only accepts the address of a contact you allowed.

Journey Designer

Pricing and the other display settings your client sees.

Journeys

Saving, publishing and the public link.