How to Create an Offer: A Care Provider's Guide

Creating personalized offers for customers is a key feature that helps you provide tailored services. Here’s how you can easily create an offer:

1. Start a Chat with the Customer

Initiate a conversation with the customer to understand their needs and preferences. This ensures that your offer aligns with their requirements.

2. Click the "Create Offer" Button

Within the chat interface, you’ll see a "Create Offer" button. Click on it to begin drafting your offer.

3. Add Order Details

Enter the necessary details about the offer, including:

• The services you’ll provide

• Pricing for the services

• Any specific terms or conditions

Be clear and precise to avoid any misunderstandings.

4. Submit Your Offer

Once you've filled out all the details, click "Submit" to send the offer to the customer. They’ll receive it instantly and can review, accept, or ask for modifications.

Why Use the "Create Offer" Feature?

This feature streamlines communication, ensuring both you and the customer are on the same page about the services provided. It’s a professional way to manage expectations and secure agreements.

Start creating offers today to enhance your caregiving journey!