Convert to Booking

Great news that your potential hirer is now ready to make a booking!  It's time to convert the enquiry.

Click on [Enquiries] tab.  From the list, select the enquiry and click Edit.

This will open up the enquiry you've been dealing with.  There will now be additional options at the bottom of the enquiry.

This will convert all the existing information onto the Booking Form.

 This will close the enquiry.  Ensure the notes section is updated prior to closing, and please note that "Closed" enquiries cannot amended or re-opened (you can still view these to see past notes).

 Use this function for any booking which you cannot take, e.g. if the function is too large for the facilities, the booking is for a time that your venue is closed etc. Using this will help with future analysis on enquiries.

Before you can Covert the Enquiry to a Booking, you'll first need to add them as a Client. You can use the button to open a New Client page, with any contact details you had entered into the enquiry pulled through. Save that Client and you'll return to the enquiry form ready to convert the booking. 

Select and follow the 'Make a Provisional Booking' article.