Toggleable items & comments

Half the value of an editable proposal is letting the guest change their mind without having to email back and forth. Toggleable items and comments do the heavy lifting.

Toggleable items

On the proposal page, items marked as toggleable show a checkbox. The guest ticks or unticks them and the total recalculates instantly. Useful for:

• Optional add-ons — late licence, second photographer, extra A/V.
• Items the guest is unsure about — drinks packages, viewing slot.
• Premium upgrades — chef's table, private bar staff.

What's toggleable by default?

Items that fall into one of these buckets are toggleable on the proposal:

• Add-on products (anything that isn't venue hire).
• Optional menu items (anything not marked default).

Items that are not toggleable:

• Venue hire (it's the foundation of the booking).
• Items marked default on a menu — assumed to be core to the offering.
• Pricing rule adjustments.

You can override the default behaviour by editing the quote item and toggling its toggleable flag. Useful for forcing certain items off-limits ("this minimum staff count is non-negotiable") or opening up otherwise-locked items ("the welcome drinks are optional for this client").

How recalculation works

1. Guest ticks or unticks an item.
2. Browser POSTs to /p/{token}/toggle/{item}.
3. Server flips the item's included flag.
4. QuoteCalculator recomputes subtotal, vat, and total.
5. The page swaps in the new totals via Inertia.

The pricing rule adjustment does not re-fire on toggle. Whatever surcharge or discount applied at submission stays on the quote. This is deliberate — guests shouldn't accidentally drop themselves below a minimum spend by toggling things off.

Comments

Below the items, the guest can leave a comment. They identify themselves with a name (we pre-fill from the lead). Comments are stored against the quote — you see them under the quote in the dashboard, with a New comment badge on the leads list.

To reply, open the quote in your dashboard and write a comment. It appears on the proposal page tagged as from you (the operator). The guest gets an email notification when you reply (if they entered an email — which they did during the configurator).

Comment etiquette

• Comments are visible to both sides. Keep internal opinions in the lead's Notes field.
• Use comments to confirm details ("Confirming you'd like the late licence — we can add a chef's table on top, around £40/head"). Use email or phone for negotiation.
• The comment thread is a permanent record on the quote. Useful evidence if a dispute ever happens.

What guests can't do

• Change quantities — they can't pick "120 guests" on the proposal page; that's set during the configurator.
• Add new items — they can only toggle existing ones. Net new items mean a re-quote.
• Change the date — same reason.

For any of those, ask them to comment, then issue a fresh quote from the dashboard.