Explain the difference between a quotation and a confirmed appointment

What to change

Describe what the quotation establishes and what action is required to arrange the appointment. Align the wording with the practice's approved quotation and booking process.

A worked example

Illustrative example

A practice sends a quotation for a requested report appointment and explains how to discuss available times. The final appointment confirmation identifies the agreed service, location and payment arrangement after the booking step.

How to check the result

The recipient can distinguish understanding the likely charge from holding an appointment in the diary.

A mistake to avoid

Do not use confirmation as a heading for a quotation when no appointment has actually been reserved.

Your action checklist

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to recordState whether the figure is an estimate or confirmed quotation and what scope it describes.Explain how the visitor accepts the quoted arrangement where acceptance is required.Describe the separate message or action that confirms the appointment details.

Evidence, open questions and decisionsNext action and responsible role

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