Your panel bankers can also download your booking form at any time on their own. Simply follow the instructions below to see how you can share your booking form with them.
Setup - Developer
Projects > (Project Name) > Edit > Setup
- Click Projects at the Showroom homepage
- Click on the specific project you're working on
- Click Edit at the top right hand corner
- Click Setup on the left menu bar
- In the setup menu, scroll down to the Booking Printing section near the bottom of the page
- Set Print Type to default or custom if you have your own booking form format
- Click on the Enable PDF box to enable a PDF version of the booking form
The agent/staff in charge can then click on the desired unit number under Bookings and click Share Booking Form to allow the selected banker to download the form from their account
Setup - Banker
The form can then be downloaded/viewed by the banker under the cases shared page. They will also have access to the Download Booking Form button
Deleting a layout or unit
If you've mistakenly created a layout or unit, you can always delete it. Read on for a brief explanation on how to do it
Projects > (Project Name) > (Layout Type) > View
Important Note
A layout cannot be deleted if it has units attached to it. The unit must be deleted first before the layout can be removed
- Click Projects at the Showroom homepage
- Click on the specific project you would like to delete the layout in
- Scroll down to Layouts and View the layout you wish to delete
- Click
at the top of your screen to delete the layout
Projects > (Project Name) > Units
Important Note
A unit cannot be deleted if a booking has already been made on it.
- Click Projects at the Showroom homepage
- Click on the specific project you would like to delete the units in
- Click Units below the page's header
- Click
on the desired unit's row to delete the unit