Your panel bankers can download your booking form anytime, anywhere.

Follow the instructions below to see how you can share your booking form with them.

Setup - Developer

Projects > (Project Name) > Edit > Setup

1. Click Projects on the Showroom homepage
2. Click on the specific project you're working on
3. Click Edit at the top right-hand corner
4. Click Booking Setup on the left menu bar
5. In the setup menu, scroll down to the Booking Printing section near the bottom of the page
6. Set Print Type to default or custom if you have your booking form format
7. 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

You can always delete a layout or unit if you've mistakenly created one. Read on for a brief explanation of 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

1. Click Projects on the Showroom homepage
2. Click on the specific project you would like to delete the layout in
3. Scroll down to Layouts and View the layout you wish to delete
4. 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.

1. Click Projects on the Showroom homepage
2. Click on the specific project you would like to delete the units in
3. Click Units below the page's header
4. Click  on the desired unit's row to delete the unit