Quick Book

Quick Book is for the people who never filled in your booking form. The walk-in who stopped you mid-shift, the friend who asked in a DM, the returning client you already know, the lead you picked up at a convention. You build them a quote yourself instead of waiting for a request to arrive.

The app puts it this way: create bookings without requiring a client request, perfect for walk-ins, in-person consultations and returning clients, without going through the request approval process.

You will find Quick Book in the header of your Requests page, and by right clicking a day on your calendar (press and hold on your phone). The calendar's plus menu calls the same kind of thing Add Appointment.

Quick-Book is one window with five sections that unlock in order. Pick your location from the pill at the top, then work down.

1. 1

   Sessions

   Add one session per sitting. Either pick one of your saved presets, which drops straight in with its price and deposit already set, or choose Custom and set Hourly or Set Rate yourself. You fill in Est. Duration, which is what the client sees, and Appt. Length, which is the time actually reserved in your schedule.

   Save as preset keeps a custom session for next time, in your Quick Add folder.

2. 2

   Client Info

   Search your existing clients by name or email, or press + Add to type a new one. You need a name, a valid email address and a project title. The email matters: their quote link goes there.

3. 3

   Scheduling

   Per session, choose Offer dates and pick specific days and times, or Client picks and hand them your open availability. This is the same panel you use when approving a normal request, so it is covered in proposing dates and replying.

4. 4

   Details

   All optional. Attach reference photos, write a Message for Client that appears in their email, and keep private Client Notes or Appointment Notes that only you ever see.

5. 5

   Review before sending

   Check the client, the location, the sessions and the totals, then press Send Quote. You have to open this section before Send will work, deliberately, so nothing goes out unread.

Quick Book creates a quote, not a confirmed appointment. It skips the part where a stranger fills in your form and you approve it, and drops you straight at the quoting stage.

The booking then shows up in Requests under Approved inside your Inbox tab, with the status Approved and the note that it is waiting for a deposit. Nothing lands on your calendar and no money moves until the client picks their time and pays. From that point it behaves exactly like any other request: same client hub, same deposit checkout, same reminders.

When you press Send Quote, Maelo emails the client a secure link to their quote. They do not need a password and they do not need to make an account. The email carries your message, the sessions, the totals, any times you offered and a Book Now button.

At the same time you get a QR code on screen. If the client is standing in front of you, they can scan it and open the same quote there and then, rather than waiting to get home and check their inbox. There is also a link you can copy and paste into a DM. You do not have to choose one, all three point at the same quote.

Done, view in Requests takes you to the request so you can track the deposit and message them from there.

Every custom session asks for a Deposit Required amount, with a minimum of 50 in whatever currency you charge in. Your own presets can carry a zero deposit if you set them up that way.

Setting the deposit to zero is a perfectly good option, and it is how you handle a client who is paying you cash on the day. The quote still goes out, they still confirm the time, there is just nothing to pay online.

• •Right clicking a specific day on your calendar opens Quick Book, but it does not prefill that date. Pick the day again in the Scheduling section.
• •Locations come from your saved locations. If the pill says No locations, add one in Settings first.
• •Email addresses are tidied up before they are saved, so an address with a plus tag in it may look slightly different afterwards. That is on purpose, and it is what keeps their client hub from coming up empty.
• •Close the window with sessions you never sent and Maelo asks before discarding them.

Once the quote is out, everything else happens on the request itself. Chasing a deposit, editing the quote and rescheduling all work the same way they do for a request that came in through your form.