How does a hold differ from a booking in Makanify?

A hold reserves a unit for a specific buyer pending payment. The unit moves from Available to On Hold but no payment is required. A booking confirms the sale: payment received, KYC captured, booking confirmation document generated, unit moves to Booked. Holds typically convert to bookings within days or weeks.

What happens if a hold expires and the buyer has not paid?

When the Hold Until Date passes, the unit does not automatically return to Available. The system flags the expired hold and prompts the holding agent to either renew the hold (with a new date), convert it to a confirmed booking, or release the hold (which returns the unit to Available). This protects the agent from accidental unit release before they have confirmed with the buyer.

Can I capture KYC documents for joint owners?

Yes. Add additional persons to the booking as needed. Each person has separate KYC capture: Aadhaar (front and back), PAN, photograph, and any additional documents per your project requirement. Joint owner data feeds document automation via shortcodes in agreement for sale and allotment letter templates.

Can I select which bank account receives the payment?

Yes. Configure your bank accounts in Settings, Accounting, Bank Details. When booking a unit, the agent selects the receiving bank account from the configured list. The selection appears on the booking record and on the booking confirmation document. The 'Copy Details' function copies bank account details to clipboard for sharing with the customer.

How does Makanify handle pricing negotiation?

Three levels of pricing flexibility: project base price (default), payment plan rate (overrides base when a plan is selected), and booking-time negotiated rate (final override). Every level is logged in the audit trail. Sales heads can review pricing decisions per booking, per agent, per project.

What document is generated when a booking is confirmed?

A booking confirmation letter auto-generates per the configured document template and reaches the customer on WhatsApp or email. The template uses shortcodes to pull customer name, unit number, payment plan, booking amount, and project details from the CRM. Multiple document templates can be configured per project.

Can I override a hold placed by another team member?

Yes, with a warning. When trying to book a unit currently on hold by someone else, Makanify shows a warning popup naming the original holding agent and customer. The booking team member can still proceed if there is a legitimate reason. The action is logged in the audit trail with both the original hold and the override.

How does Makanify support construction-linked payment plans after booking?

When a booking is confirmed with a CLP or other milestone-based plan, the plan kicks in automatically. Payment milestones generate demand letters that reach the customer on WhatsApp. Collections track per unit, per customer, per project.

Can I customise the booking form fields per project?

Yes. Custom fields are supported on the booking form (e.g., car parking allocation, additional charges, builder-specific fields). Configure custom fields in Settings, Lead Settings, Custom Fields, applied to the Book/Hold form.

Is booking and inventory included in the Builder plan?

Yes. Booking, hold, KYC capture, multi-bank routing, pricing override chain, and audit trail are all included in the Builder plan at ₹1,000 per user per month, billed annually. The Broker and Channel Partner plan does not include the booking module because brokers and channel partners do not typically run unit-level booking workflows.

Sell

Real estate booking and inventory, end to end.

Hold a unit on verbal commitment. Convert to a confirmed booking with KYC capture. Apply the right payment plan. Receive payment to the right bank account. Trigger booking confirmation documents automatically. Full audit trail at every step.

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States: Available · Hold · Booked · Sold
KYC: Aadhaar · PAN · Photo
Routing: Multi-bank account

Unit lifecycle

Step 1

Available

Step 2

On Hold

Step 3

Booked

Step 4

Sold

KYC

Aadhaar + PAN + Photo

Bank routing

Multi-account

Audit trail

Every override logged

Four states

Every unit has one of four states

State changes happen automatically based on team actions. Available counts update across the CRM in real time.

Available

Unit free. Visible for quoting and showing. Default state for new units.

On Hold

Reserved for a specific lead pending payment. All team members see hold + reason.

Booked

Payment received. Booking confirmed. Lead becomes customer. CLP kicks in.

Sold

Full transfer. Typically possession or final payment. Permanently off market.

How holds work

A hold without forcing payment, with a clear expiry

Buyer agreed verbally. Or family is in town next week. Or buyer is selling another property and needs 30 days. Makanify supports holds without forcing payment, with full visibility for the team.

Hold form

Select Project + Unit (only Available shown)
Hold Until Date
Comments (mandatory reason)

Holds are visible to the entire team with the holding agent's name, customer, and reason.

Override + expiry behaviour

Booking a unit on hold shows a warning naming the holding agent
Override allowed with audit-logged reason
Expired holds do not auto-release, they prompt for renewal
Three options on expiry: renew, convert to booking, release

How bookings work

A booking is a confirmed sale. Payment + KYC + documents.

KYC for joint owners

Add multiple persons. Each gets Aadhaar (front + back), PAN, photo, plus custom documents.

Multi-bank routing

Configure multiple bank accounts. Pick the receiving account per booking. Shows on confirmation.

Auto-generated documents

Booking confirmation letter fires on confirmed booking. Reaches the customer on WhatsApp.

Full audit trail

Every override, every renegotiation, every hand-off, logged. Compliance and dispute-ready, with no manual reconciliation.

Pricing override chain

Three levels of pricing flexibility with full audit trail

Indian real estate negotiation rarely happens at the rate card. Each level overrides the previous, and every override is logged.

Level 1

Project Base Price

Default rate per sq ft, set when the project is created. e.g., ₹8,500/sqft.

Level 2

Payment Plan Rate

Different rate per plan. e.g., ₹8,800 on 3-month, ₹8,200 on CLP. Overrides Level 1 when a plan is selected.

Level 3

Booking-time Negotiated Rate

Final agreed rate for the buyer. e.g., ₹8,000 negotiated for upfront payment. Overrides Level 2 at booking.

Payment routing

Multiple bank accounts, one click per booking

Indian builders typically maintain separate accounts for booking amounts, CLP installments, and stamp duty/registration. Sometimes separate accounts per RERA-registered project. Configure once, pick per booking.

Bank Details setup

IFSC code (auto-identifies bank name)
Bank name
Account number (masked in lists)
Branch
Account type (Savings / Current)
Status (Active / Inactive)

At booking time

Receiving account

HDFC · Skyline Booking Account

HDFC0001234 · ••••5612

Selection appears on the booking record and on the booking confirmation document. Customers see exactly which account to transfer to. Reconciliation is straightforward because every booking is tagged with its receiving account.

Booking form

Everything captured in one booking record

Transaction

Project + Unit (Available or On Hold)
Payment Plan (CLP, 3-month, Easy Installment)
Price per sq ft (pre-fills from plan, editable)
Total Price + Total in Words (auto)
Expected Booking Amount
Received In (bank account selection)
Sold By (logged-in user, editable)
Comments (mandatory)

Per-person KYC

Person Name
Aadhaar Card (front + back)
PAN Card
Passport-size photograph
Additional documents (custom per project)
Add additional persons for joint ownership

FAQs

Booking and inventory questions

A hold reserves a unit for a specific buyer pending payment. The unit moves from Available to On Hold but no payment is required. A booking confirms the sale: payment received, KYC captured, booking confirmation document generated, unit moves to Booked. Holds typically convert to bookings within days or weeks.

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