Send a proposal

Sending a proposal emails the couple a link to their page, flips the proposal to Sent, and makes the Sign & pay button on that page work. This article covers the send itself; the page the couple lands on is in What the couple sees.

Before you send

• Someone must be attached. Open Advanced settings > Prepared for and pick the lead or client. Without it the send is refused: "Pick who this proposal is for before sending it, open Advanced settings and set 'Prepared for'."
• A mailbox should be connected (Gmail or a custom mailbox in Settings > Integrations). Without one Hailo still marks the proposal sent and gives you the link to share by hand.
• The couple needs an email on file. Otherwise you get the link to share yourself.

Send from the builder

1. Click Review and email in the builder toolbar.
2. For a proposal attached to a lead, Hailo opens the lead's Messages tab with a draft that already contains the booking link. Read it, edit it, and click Send. Because the draft booking becomes live on this send, Hailo asks "Sending this makes the booking link live for the couple. Send it now?"
3. For a proposal with no lead (a client-only proposal), Hailo confirms "Send this proposal? Status flips to Sent and the public link becomes shareable." and sends the email itself. You land on a page that says "