Sales Process5 min readLevel: Intermediate

Digital Unit Booking & Token Management Workflow

Streamlining token payment collection, instant digital receipts, unit locking, and inventory sync across sales desks.

Key Takeaways

•1-Click unit reservation temporary hold (valid for 30 minutes while payment processes).
•Instant PG gateway link generation for credit card or UPI token payment.
•Automated digital booking receipt issued directly to customer WhatsApp & email.

1. The 4-Step Digital Booking Sequence

1. Unit Selected on Stacking Chart → 2. 30-Min Temporary Lock Activated → 3. Customer Pays Token via Payment Link / Cheque Upload → 4. Unit Status Changes to Booked & Receipt Issued.

Frequently Asked Questions

Common questions regarding digital unit booking & token management workflow

Q:What happens if a token payment fails or cheque bounces?

If payment isn't confirmed within the configured lock window (e.g. 24 hours), the CRM automatically releases the unit back into the available pool.

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