Capture customer enquiries

You can create enquiry forms and host these directly on your website. The enquiry submission can easily be turned into a recommendation to send back to the customer, which will then convert to a booking.

Enquiry forms are managed under the Settings tab in your dashboard. By default, every enquiry form will include first name, last name, and email address. To add more fields, you can create them under your Custom Data.

Set up an enquiry form

1. Go to Settings > Custom data.
2. Set up any custom fields, if more than the default fields are required. 
3. (Optional) Choose whether the fields are required for customers to complete or not.
4. Once any custom fields are set up, go to Settings > Enquiry forms.
5. Click New form to create an enquiry form and name it.
6. Select the Fields; there will always be first name, last name, and email address with all forms by default.
7. Once you've created your form, it's time to add it to your site. Go to Site and create an enquiry page for your form.
8. Add an Enquiry block to the page and edit the block to include a header and text, under the Content tab.
9. Under the Form tab, select the form you created.
10. Style the block using the fields under the Design and Block styles tabs.
11. Once you are satisfied with the look of your enquiry page, Publish the page to set it live.
12. Create routes to the enquiry form from blocks that feature products / variants, or with a link or button in the header.
13. For enquiry only products: Choose the enquiry page in the experience Settings tab under 'Customise your booking experience (Beta)'.
14. Your form is now connected to your experience or site block and we'd recommend entering a test submission on the form.

Manage enquiries

Submissions to the form will be populated in Enquiries under the received column. This makes it easy to track and manage them in one place. You can assign a team member to the enquiry and also change the status of the enquiry.

Within an individual enquiry, you're able to change the status of the enquiry from Received, In progress, Resolved, or Closed (lost). You can also leave notes to record any communications with the customer.

If the enquiry converts to a booking, you can build out a basket with a personalised message and payment link for the customer to book via a Recommendation. Once the Recommendation has been booked, the enquiry can be solved out.

Enquiries data

A view of all enquiries, their status, their assignee, and if they've been successfully converted into a booking, is available within the Enquiries report in the Data & Insights area.