Get Set Up to Accept Bookings

The five things that need to be in place before Wendor will let you accept a request - contract template, two email templates, payment terms, and a linked Fire account.

WAWritten by Wendor Admin

Bookings

Before Wendor lets you accept your first booking request, five things need to be in place. If any are missing, clicking Accept opens a guard modal that points you to the matching settings page. This article walks through all five so you can get them done in one sitting.

Before you start

Have these to hand:

Your business signature (text version) - needed on contracts.
The bank/account credentials for your Fire business account - needed to receive payments.
Roughly 15 minutes to walk through templates and settings.

1. A default contract template

A contract template is the agreement couples sign. You need at least one set as default before you can accept.

If it's missing, Wendor shows:

"To accept bookings and send contracts to your clients, please create and set a default contract template first."

How to fix it: see Create and Manage Contract Templates - build a template, then open its Actions menu and choose Make as Default.

Guard modal blocking acceptance until a default contract template is set — The guard modal that appears if no default contract template exists yet.

2. A contract email template

The email Wendor sends along with the contract has its own template. You need one set as the Default for Contract.

The guard message:

"To accept bookings and send emails to your clients, please create and set a default email template first."

How to fix it:

Build an email template - see Create and Manage Email Templates.
Assign it to the Default for Contract slot - see Set Default Email Templates.

3. An invoice email template

The same guard fires for invoices. You need an email template assigned to at least the Default for Deposit Invoice slot, and ideally all four invoice slots (Deposit, Final, Installment, Standalone).

How to fix it: same flow as above - build the template, then assign it via Set Default Email Templates. Wendor needs the templates ready so it can send deposit and final invoices automatically when you accept.

4. Default payment terms

Payment terms are how much deposit you take (as a percentage) and when it's due. Wendor uses these as defaults for every new booking.

The guard message:

"To accept bookings, please set your default payment terms (deposit percentage and deposit due date) in billing settings first."

How to fix it: open Billing Settings and set Deposit Percentage plus Deposit Due (days + basis).

Guard modal blocking acceptance until default payment terms are set in billing settings — The payment-terms guard - set deposit percentage and due date in Billing Settings.

5. A linked Fire payment account

Wendor uses Fire (business.fire.com) to collect payments. You need to link your Fire account so payment links can be generated.

The guard message:

"To accept bookings and send invoices, please configure your payment details in billing settings first."

How to fix it: open Billing Settings and complete the Billing Information (Fire payment account) section - Client ID, Client Key, Refresh Token, Webhook Secret, then verify and pick your account.

Guard modal blocking acceptance until Fire payment details are configured in billing settings — The payment-details guard - link your Fire account in Billing Settings.

Once you're set up

The next request that lands in your Requests tab will have an active Accept button. From there, see Handle a Booking Request.